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Services - Portfolio Development
Keeping a credit union card program growing in the right direction calls for analysis, evaluation, and strategy. Your credit union needs expertise, but you don’t need to support a team of experts on your payroll. Instead, Covera’s Portfolio Development
Services focus on:
- Defining your credit union’s goals
- Reviewing your existing card account base and activity
- Evaluating your plan
- Implementing growth strategies that fit the goals and needs of your credit union and members
To request a Portfolio Consultation, click here.
Resources
Portfolio Development Services continually
strives to provide you with valuable resources needed for the development of
your card program.
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Card Protection Insurance - Claim Requirements
 - Find essential information that is needed when submitting a claim for one of your member cardholders.
- Competitive Positioning - Enhance your member relationships and stand out among the crowd by taking a closer look at your credit union and your card product offering.
- ROA Worksheet - How profitable is your credit card program? Do you know your ROA? Covera Card Solutions ROA worksheet will assist your credit union in understanding your credit card program's income and expenses and provide you insight into opportunities for improvement. Click here for instructions.
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Helpful Websites - Listing of websites that provide valuable
assistance for your card program.
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Virtual Card
Consultant - Log onto the Virtual Card Consultant from CSCU to analyze your monthly and yearly portfolio
performance using customized reports, spreadsheets, and graphs.
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CO-OP Revelation - A three-tiered product designed to help you understand, track, and ultimately influence your card members’ behavior. This will lead to more precise marketing, profitable decision making, and a more loyal membership. It will literally change the way your credit union does business.
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CO-OP Revelation FAQ's
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Usage Analytics: Top 10 Data Searches
Educational Tools
Through
customized educational
sessions and free webinars,
Portfolio Development Services equips your credit union with the knowledge
and skills you need to optimize your card programs.
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