Financial Product Pricing and Profitability Audit Checklist

A comprehensive checklist for auditing financial product pricing and profitability management practices, covering aspects such as pricing models, cost allocation, customer segmentation, competitive positioning, and regulatory compliance to ensure effective and profitable product management.

Financial Product Pricing and Profitability Audit Checklist
by: audit-now
4.7

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About This Checklist

In the competitive financial services landscape, effective product pricing and profitability management are crucial for sustainable growth and market competitiveness. This Financial Product Pricing and Profitability Audit Checklist is an indispensable tool for evaluating and optimizing an organization's pricing strategies, cost allocation methods, and profitability analysis processes. By meticulously examining pricing models, cost drivers, customer segmentation, competitive positioning, and regulatory compliance, this checklist helps identify opportunities for improvement, ensure fair and competitive pricing, and enhance overall product profitability. Regular implementation of this checklist not only contributes to improved financial performance but also fosters customer satisfaction and regulatory adherence in the dynamic financial products marketplace.

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Industry

Financial Services

Standard

International Financial Reporting Standards (IFRS) and local regulatory guidelines on fair pricing

Workspaces

Bank branches

Occupations

Product Manager
Pricing Analyst
Financial Controller
Marketing Strategist
Compliance Officer

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