Portfolio Management Services

Achieve success the easy way with our Portfolio Management Tools

Our experts are on hand to help you build a successful credit card portfolio and achieve your organization’s goals easily by tapping into our proven solutions and consulting expertise. Using Account Level Processing Solution your organization can implement flexible, dynamic pricing that uses characteristics and behavior to perform automatically price adjustments at the account level. Our Adaptive Control Solution equips credit unions to proactively interact with cardholders whose behavior shows increased risk, while rewarding cardholders with decreased risk. And, with Score Source Solution, you can further minimize risk by obtaining automated quarterly credit score updates on each account. Credit unions can use one or all of a trio of tools, packaged as Automated Account Management, to adjust account reissue periods, credit lines and pricing strategies based on cardholders’ behavior and risk.

It’s the interaction behind the automation that provides the greatest gain. You can enhance the impact of these programs with AdvisorsPlus™ specialists, who employ the latest intelligence to design successful promotions that increase outstanding balances and activation and usage rates.

To learn more, please contact us.