Account and portfolio management

Use our portfolio management solutions to understand and benchmark your institution’s aggregate credit risk within your portfolio through advanced loss forecasting and scenario-based stress testing. Identify and manage concentrations of risk while meeting regulatory requirements with respect to capital and liquidity.

Develop account management practices that include automating rules-based workflows to activate account treatments and specific customer experiences.

Using our fresh and high-quality data, attributes, and scores, you can easily extract insights from your data details, including real-time and daily triggers. Take the guesswork out of account management.

If you’re looking for more comprehensive solutions, we offer a range of platform solutions to deliver an end-to-end account management program.

We also offer reports and tools for smaller businesses not yet ready to institute a full account management program. Simple, yet effective strategies help you to identify your business’s immediate next steps.

Power efficiency with data quality — standardizing, deduping and validating data stored in a single, easy-to-read record — to ensure your customer data is accurate and ready for use across the business.