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Make sure to read all of the material and the Case Study: American Investment Management Services in Week 9 before beginning the final exam. Then answer the following questions.

  1. Which are the potential sources of "hidden profitability" that you detect for AIMS?
  2. What are your overall recommendations to top management based on the customer profitability analysis?
  3. Why is the firm facing this situation? How can this be prevented towards the future?
  4. What is your opinion of the process the firm followed to assess the customer profitability? How would you use this information to improve your business?

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