Green Check announced the launch of a new portfolio management capability for its network of more than 170 financial institutions (FIs). This module will equip banks and credit unions with visibility and actionable insights.
The portfolio management feature offers an improved view of program-wide KPIs, combined with an analytics layer, which delivers tailored insights to drive recommended actions. With a new portfolio-wide dashboard, FIs can now build, explore and export custom products and services, expanding Green Check’s reporting capabilities and allowing for greater flexibility in complete data analysis. Proactive account management features allow FIs to easily monitor individual account performance and health, while tracking key indicators of growth or potential churn.
FIs operating on the Green Check platform now have access to even more comprehensive program insights, including:
Portfolio and account-level valuations
Key risk and opportunity indicators
Sales and transaction trends
Industry-wide peer group comparisons
Task and activity overviews, including type, assignee, and timeliness
Current market landscape and demographic data
State-by-state forecasts by license type and probability based growth models
