estimarea dimensiunii portofoliului : se stabileşte pe baza informaţiilor financiare furnizate de client şi a ofertelor de pe piaţă

Cf.

Wallet sizing is the exercise of estimating, via client interviews and market data, how much is the total amount of financial services to be acquired by a client.
After establishing the wallet potential the client service team estimates how much of this wallet could be won and which strategy need to be set to achieve it.
After agreeing on the client strategy joint targets are set by the relationship manager and the product teams that will be the basis of their performance review
Client results are tracked via a MIS system that recognizes 100% of the revenues for the relationship manager despite of the product or country where it is booked.
Capital & Credit decisions are made taking in consideration such wallet exercise among other metrics like Economic Profit, Rating outlook, Sector concentration etc...
Main benefit of such wallet exercise is to be the basis of a client led strategy that emphasiszes long term relationship gains instead of short term product returns.