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cc-by (c) Bolancé Losilla, Catalina et al., 2018
Please use this identifier to cite or link to this item: https://hdl.handle.net/2445/120164

Price and Profit Optimization for Financial Services

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Prospective customers of financial and insurance products can be targeted based on the profit the provider expects to earn from them. We present a model for individual expected profit and two alternatives for calculating optimal personalized prices that maximize the expected profit. For one of these alternatives, we obtain a closed-form expression for the price offered to each prospective customer; for the other, we need to use a numerical approximation. In both approaches, the profits generated by prospective customers are not immediately observed, given that the products sold by these companies have a risk component. We assume that willingness to pay is heterogeneous and apply our methodology using real data from a European insurance company. Our study indicates that a substantial boost in profits can be expected when applying the simplest optimal pricing method proposed.

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BOLANCÉ LOSILLA, Catalina, et al. Price and Profit Optimization for Financial Services. Risks . 2018. Vol. 6, num. 1, pags. 9-29. ISSN 2227-9091. [consulted: 6 of June of 2026]. Available at: https://hdl.handle.net/2445/120164

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