Identify underperforming products and rationalise the portfolio.
ProductFinanceStrategy
About This Resource
A guided worksheet that evaluates each product across profitability, customer demand, strategic fit, and operational complexity. Produces a documented portfolio rationalisation recommendation.
When to Use
During annual product strategy reviews or when simplifying the product portfolio.
Audience
Product Head, CFO, Head of Retail Banking, Strategy Lead
What You Bring
Product names
Profitability data
Customer volumes
Strategic fit scores
What You Get
Portfolio rationalisation analysis
Keep/Retire/Invest recommendations
Downloadable Word/PDF
Fill In the Worksheet
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Portfolio Overview
Define the scope of the portfolio rationalisation exercise.
Product Evaluation Criteria
Rate each product across the four key dimensions. Use the fields below for each product in your portfolio.
Portfolio Summary
Summarise the findings across the full portfolio.
Retirement Plan
Document the plan for products recommended for retirement.
Investment Priorities
Identify the products that will receive increased investment and the rationale.