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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.

• 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.  
   
• Credit Card Comparison - This valuable tool can be used to help you determine what credit card product to offer your members.
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• Custom Plastics FAQs - Look here for some frequently asked questions regarding custom plastics.
   
• Custom Plastics Monitoring (Credit Programs)
  Custom Plastics Monitoring (Debit/Internal Credit Programs)
  Be proactive and use this resource to assist you in monitoring your credit union's custom plastic stock.
   
• Helpful Websites - Listing of websites that provide valuable assistance for your card program.
   
• 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.
   
• 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.
  

CO-OP Revelation FAQ's





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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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Covera Card Solutions
Phone: 1-866-5COVERA (866-526-8372)

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