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Credit card portfolio evaluation and recommendation report
Credit card portfolio evaluation and recommendation report
Credit card portfolio evaluation and recommendation report
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Credit card portfolio evaluation and recommendation report
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Credit Card Portfolio Evaluation & Recommendation Report
The original evaluation of all aspects of your credit card portfolio in a 40-50 page written report and a 90 minute teleconference.
GoCUCards provides more than just a performance analysis of the credit card outstandings and cardholder activity.
The Credit Card Portfolio Evaluation and Recommendation Report is a completely independent and objective view of the strengths, weaknesses and opportunities of your credit card program and includes the following:
- Processor Invoice Audit (Cost Savings & Expense Reduction)
- Income Analysis
- Fee Income Audit
- Active and Inactive Account Analysis
- Program Structure Review
- Program Redesign
- Fee Structure Review and Recommendations
- Rate Recommendations
- Portfolio Performance Activity Strengths and Weaknesses
- Establishing Realistic Program Goals
- Regional Card Program Comparisons
- Operational Guidance
- Organizational Structure Recommendation
- Effectiveness of marketing campaigns
- Effectiveness of loyalty programs
Upon completion of this 40-50 page report (also to be used as a business plan), a 90 minute teleconference is scheduled to review the findings and recommendations in more detail.
Over 800 credit unions have benefited from this unique, independent and objective analysis (and saved a lot of money in the process!) since 2003.
This analysis and report is completed personally by Ondine.
