Product Sheet

Customer Portfolio Review

Product Sheet

Customer Portfolio Review

If you would like to assess account risk or find opportunities to deepen customer relationships within your portfolio, then it’s critical to understand your customers’ credit behaviors. 

Customer Portfolio Review™ provides visibility into your customers’ past and present financial behavior so you can make more informed account management decisions. It is easily configured to provide tailored, highly-specific details that can help you assess consumer credit behaviors during fast-changing market conditions. 

  • Assess risk and opportunity with access to our vast library of consumer credit attributes from the top three credit bureaus 
  • Explore market-driven and loan-specific attributes
  • Understand the future trajectory of accounts with 24-month trended data 

Key benefits include:

  • Reduce credit risk with custom criteria around credit, bankruptcy, debt-to-income and more 
  • Identify troubled accounts at risk of delinquency or default
  • Segment accounts to enhance credit line management
  • Mitigate fraud with built-in fraudulent identity alerts 
  • Better assess risk at portfolio level

Learn more about how Customer Portfolio Review can help you.

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Customer Portfolio Review