Portfolio Consulting Services
Our Portfolio Consulting Services Team provides access to industry experts who help monitor and manage your card portfolio's success while recommending strategic plans to maximize your credit union's revenues and profits.
How do we do it?
We get to know your challenges, goals for the future and how your card program is performing. Then we provide expert guidance to help improve ROA.
- Presenting a customized credit and debit portfolio analysis specific to your credit union's past and present performance.
- Helping you gain greater understanding of your strengths and opportunities as it relates to the metrics driving finance charge, interchange and fee revenue.
- Setting strategic goals based on peer and industry benchmarks.
- Finding out how your program contributes to your credit union's overall success.
- Presenting specific and executable recommendations that help make your card program more profitable.
We encourage you to utilize this benefit of CSCU membership annually. If you haven't yet had a consultation, or it's been over a year, click below to request a consultation.
Sample Consultation PPTRequest a Consultation
Who We Are
Our Portfolio Consultants have first-hand experience managing a credit union's card program and can offer you expert guidance in helping you develop a competitive, successful growth strategy that's tailored to your credit union.