PORTFOLIO ANALYTICS

“The key to successfully marketing financial products and services is to take a customer-centric approach, creating partnerships built on an understanding of financial needs, and personalized solutions.”¹


 

Portfolio Analytics from Harland Clarke empowers financial institutions to make strategic, data-driven decisions to identify and target the right consumers to retain and grow their customer base. Using Harland Clarke’s National Banking Industry Database and proprietary segmentation methodology, Portfolio Analytics examines household, deposit, loan, and fee income portfolios to provide customized and actionable insight to efficiently and effectively improve acquisition, retention, and cross-sell performance metrics. The result is a detailed, tactical roadmap with identified opportunities to efficiently grow and retain account holders and optimize portfolios. Institutions can confidently prioritize marketing initiatives based on strategic value and return, and deploy informed and results-oriented strategies.

Benefits of Portfolio Analytics:

  • Smart, data-informed marketing programs
  • Better efficiencies, targeting, and profitability
  • Deep understanding of portfolio strengths and weaknesses
  • Industry benchmarking
  • Optimized portfolio performance

Related Resources

Measurement (and the Data That Drives It) Matters

Marketing Blog

Measurement (and the Data That Drives It) Matters

When we asked about measurement in our annual survey, we found that measuring ROMI has reached a near universal adoption rate: 94 percent of financial services marketers are measuring their ROMI, up from 71 percent in 2015. Yet, a majority of respondents are not maximizing their use of data and analytics, despite the fact that 98 percent say they rely on data and metrics to some extent to drive their marketing plans. more...
What Do You Really Know? How Financial Services Marketers Can Win Using Better Data

Data & Analytics, Marketing White Papers

What Do You Really Know? How Financial Services Marketers Can Win Using Better Data

Marketers have access to tons of data. In many cases, the data marketers have isn’t the data they really need, and their data analysis isn’t telling them what they really need to know. It’s a “better data” deficit. more...
Predictive Modeling Boosts Cross-Sell Campaign Results to $19 Million

Cross-Sell, Marketing Case Studies

Predictive Modeling Boosts Cross-Sell Campaign Results to $19 Million

A bank with approximately $22 billion in assets was reluctant to implement a cross-sell program, fearing that a heavy-handed sales push would clash with its relationship-driven business approach. However, the bank was open to the idea of a highly targeted cross-sell campaign to promote products that would save their account more...