Stay on top of portfolio risks and customer opportunities with the Customer Portfolio Management module of the CRIF Credit Management Platform.

The Customer Portfolio Management module of the CRIF Credit Management Platform, the complete platform covering the end-to-end credit value chain, allows you to monitor our customers and their underlying credit assets to then take prompt and effective actions to best manage risks and serve your customers’ needs so to grow your business soundly and delight your customers at the same time. This module relies on the  CRIF Data Model module, the credit database that summarizes the multi-year experience matured by CRIF consultants in conducting projects and delivering solutions in the credit arena.

With this module you can:

  • Monitor your portfolio for deeper customer insights and early risk detection
  • Proactively take the Next Best Action & Next Best Offer grabbing opportunities and building customer loyalty at the same time
  • Comply with Basel requirements (PD, LDG, EAD, RWA, …)
  • Enforce workflow based assignment of action plans like Renew/Limit/Retain/Cross/Upsell, monitoring their execution according to configurable policies
  • Stay on top of ongoing risk management portfolio requirements, such as collateral management, in an efficient and effective way  
  • Leverage external and internal data sources as well as analytics for better results.

Contact us to find out more about how the Customer Portfolio Management module of the CRIF Credit Management Platform can help you to stay one step ahead of your risk management, compliance and customer opportunities.

Credit Management Platform: Packaged Modules

Governance & Reporting

Achieve strategic goals, optimize decision-making and overall performance with the Governance & Reporting module of the CRIF Credit Management Platform.

Engagement

Excel at targeting the right customers and bringing on new business with the Engagement module of the CRIF Credit Management Platform.

Origination

Streamline account opening and loan origination processes end-to-end with the Origination module of the CRIF Credit Management Platform.

CLever: Debt Collection & Recovery

CLever provides complete and streamlined management of the collection process, from early collection through late collection and recovery.

Rating Assignment

Apply best-in-breed techniques to automatically assign ratings to credit exposures across the credit value chain with the Rating Assignment module of the CRIF Credit Management Platform.

CRIF Data Model

The complete data management solution for credit risk information across your enterprise.

Credit Policy

Manage credit risk authorization and delegation for your whole enterprise and at each decision-making point across the end-to-end credit lifecycle.

Advisory Expert System

The sales & relationship managers’ tool for complete, low-effort business risk evaluation.

Price Optimization

Determines the optimum pricing to achieve the right balance of competitivity with default risk.