Product Sheet

Customer Portfolio Review Product Sheet

Product Sheet

Customer Portfolio Review Product Sheet

If you would like to assess account risk or find opportunities to grow revenue 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 more than 500 consumer credit attributes from the top three credit bureaus 
  • Understand the future trajectory of accounts with trended data that shows an individual customer’s credit behavior over a 24-month period of time

Key benefits include:

  • Reduce credit risk with custom criteria around credit, bankruptcy, debt-to-income and more 
  • Identify existing customers for upsell and cross-sell promotions 
  • Deepen customer relationships with targeted affinity programs and increased credit lines
  • Mitigate fraud with built-in fraudulent identity alerts 

Learn more about how Customer Portfolio Review can help you.