Portfolio management
- Value-added Services
- 11/09/2023
Support services for institutions involved in portfolio management comprise two offerings: Portfolio Explorer and Alert
Portfolio Explorer (Credit Report in batches)
Portfolio Explorer allows for report on the current status of customer groups in portfolio. The information provided in the report helps to:
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- Control and manage the credit portfolio risk.
- Classify customers based on risk levels.
- Enhance credit management effectiveness.
- Develop management strategy by customer groups.
Alert
Alert allows credit institutions to be notified when there are changes in the customers’ credit status at other credit institutions, helping to manage risk, collect debt or cross-sell products effectively. This service enables credit institutions to:
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- Acknowledge changes in credit status.
- Control credit-shopping activities.
- Support modifying credit policy.
