Credit Union Analytics
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CU Rise Analytics

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Portfolio Assessment

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’.

Interested in our services? Please contact us!