Understand the unique needs of each of your customers

BUILD AN INDIVIDUAL RELATIONSHIP
WITH EACH CUSTOMER

Our PORTFOLIO MANAGEMENT solution integrates automated customer-level management, data management, and predictive analytics to create a complete proposition for dynamic and automated customer management.

It incorporates measurement of risk, customer profitability, propensity and lifetime value to ensure the dynamics of the customer relationship are understood and used to drive a wide range of appropriate and relevant customer management strategies. These strategies can be applied at both the customer and account level.

In addition, the customer profile is used to streamline and automate a wide range of activities such as line of credit renewal, prospection of pre-approved credit products, and pre-collection activities.

Integrated with the Origination Management solutions, it allows new loan applications to be streamlined, since all the relevant data and risk evaluation are already performed in advance.

As a result, Financial Institutions are able to connect with customers as individuals rather than as a disparate set of accounts, with a complete understanding of the level of risk, exposure and potential relationship growth of each individual customer.

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