LPL Financial’s Aggregate Advisor Lifetime Value is 99% of Market Capitalization | Client Lifetime Value is based on Conditional Probability of Advisor Churn

Sunil Soares, CEO & Founder- YDC | Max Moeller, Data Analyst – YDC LPL Financial Holdings Inc. (Ticker: LPLA) is a U.S. Fortune 500 asset management firm with over $1 trillion in brokerage and advisory client assets and servicing more than 19,000 financial professionals. Based on our analysis, LPLA has an average Advisor Lifetime Value […]

Webinar: Data Economics – Customer Lifetime Value Example from Retail Banking

Data Economics – Customer Lifetime Value Example from Retail Banking. During this 30-minute webinar, Sunil Soares will walk through a case study that covers the following topics: Customer Lifetime Value (CLV) Methodology Decomposition of various CLV components including Net Interest Margin, Cost to Serve, Cost to Retain and Cost to Acquire Relationship between Cost to […]

Customer Lifetime Value – A Retail Banking Study

Customer Lifetime Value (CLV) is the net present value of the profit that accrues from a customer over the course of their relationship with a company. CLV calculation methodologies vary in complexity from simple rules to predictive analytics. This case study covers the CLV methodology for the retail customers of a small U.S. based regional […]

DMIᵀᴹ Index for Bank Compliance with LFI Rating System

December 13, 2021 Summary The Large Financial Institution (LFI) rating system is a key component of the compliance regimen for the largest banks in the United States. In the absence of a satisfactory LFI rating from the United States Federal Reserve, banks cannot buy back stock, pay dividends or make acquisitions.  Most publicly-traded banks in […]

Operationalizing Financial Services Data Monetization for the Large Financial Institution Rating System with YDC

The Large Financial Institution (LFI) rating system is governed by the United States Federal Reserve Board. LFI provides a supervisory evaluation of whether a covered firm possesses sufficient financial and operational strength and resilience to maintain safe-and-sound operations through a range of conditions, including stressful ones. The LFI rating system applies to bank holding companies […]

Webinar: Data Monetization for Banking

In this webinar, we will share an overview of what does Data Monetization means for Banking?   Industry experts will discuss how YDC leverages your data assets to increase revenues, reduce costs and manage risks in the regulated banking industry. You’ll learn more about how this platform measures the impact of risk reduction from a compliance plan and the reduction […]