Customer Portfolio Review (CPR)- Quarterly

Customer Portfolio Review℠ delivers HWB the ability to proactively screen the accounts in our portfolio against customized criteria. This powerful tool can quickly provide deeper customer behavior insights, support informed decisioning, and keep portfolio profitability in focus.

 

Customer Portfolio Reviews (CPR) are currently used by HWB in:

Benefits

  • Reduce losses and risk by monitoring creditworthiness of accounts

  • Segment accounts on more than 500 credit attributes with 24-month trended data

  • Monitor for cross-sell opportunities and make meaningful offers

  • Improve the customer experience to increase satisfaction and brand loyalty

  • Get early warning of potential for delinquency or default

  • Strengthen compliance and fraud mitigation by spotting issues sooner

  • ​​​​​​​Determine funding for debt reserves

Loan Portfolio Specifications

DDA Portfolio Specifications

Scores

Additional Resources

Driving more informed decisions to deliver exceptional outcomes.

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