Instructions: Take this exam in a private setting. Give yourself nine points to start, then subtract one point for each "no" answer. Scores appear below.

Warning: The results of this exam may be upsetting. You may feel compelled to share them with others in your organization to spearhead the drive for better banking relationships and lower fees.

1. My account analysis system is set up to reflect the uniqueness of each of bank relationship and its specific calculations.
YesNo

2. My account analysis system has no inconsistencies (bank, account or services) in its historical statements.
YesNo

3. My account analysis system has the ability to pinpoint inconsistencies in my monthly statements.
YesNo

4. My account analysis system has the ability to create ad hoc reports with minimal effort.
YesNo

5. My account analysis system has the ability to store each bank's contractual service pricing.
YesNo

6. My account analysis system has the correct contractual service pricing setup for each of my banks.
YesNo

7. My account analysis system has the ability to report on services using AFP/TMA codes.
YesNo

8. My account analysis system has each bank service mapped to the correct AFP/TMA code.
YesNo

9. My account analysis system contains competitive service pricing when compared to industry benchmarks.
YesNo

10. My account analysis system is giving my company everything that is desired by upper management (allocation of fees, ability to report on groups of accounts, the ability to generate reports and graphs in Excel, the ability to compare service pricing across banks for negotiation purposes, etc).
YesNo

My remaining point total: