CU Rise Analytics

Portfolio (Product line) Assessment is the activity a credit union should be performing on a regular basis.

• To facilitate prudent decisions for the portfolio management
• To understand their members better and enhance member loyalty

CU Rise offers a simple step-by-step approach to examine the various product lines/portfolio of the credit union. With years of experience of working with various FIs, CU Rise team has developed a check-list approach for examining the portfolio. Our analysts enable your journey from ‘data to decisions’. Our approach comprehends the following:

• Account Mix
• Activity Segmentation
• Performance
• Risk
• Attrition
• Loyalty
• Inherent segmentation
• Behavioral Distinctions amongst members
• Return
• Responsiveness towards the promotional activities

After looking at all these aspects, we compare it with various peer groups and provide strategic insights which essentially leads to short term and long-term ‘Road Map’.