This report shows the total and proportion of loans or deposits held by clients broken down by gender or by age range. Volumes can be shown by value or counts of new or total loans or deposits. The month selected is shown as a pie chart. Trends from 3 to 12 months are shown in a table, where the shaded area of each box indicates its relative value in that trend.
Where the data is available, this report allows managers to understand the demographics of the client community, and to see how that varies geographically and across business lines. The report shows how varies products appeal to different demographics, and how that picture has changed over time, for example in response to a targets marketing campaign.
You can select:-
The start month for the report
Loans or deposits, new or total
Sum or count of loans or deposits
A single branch, group of branches (e.g. region), or the whole institution
Whether to examine the portfolio by:-
• Product class (business lines, e.g. mortgages)
• Product group (usually product types, e.g. fixed rate residential mortgages)
• Products (specific named products)
Whether to breakdown by gender or age range
A trend of 3, 6 or 12 months