Portfolio (Product line) Assessment is the activity a
credit union should be performing on a regular basis.
To facilitate prudent decisions for the
To understand their members better and enhance
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:
Behavioral Distinctions amongst
Responsiveness towards the
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’.