Our Portfolio Management practice is highly specialized and focused on providing hands-on, practical advice. Our experience is vast and diverse ranging from program start-ups to portfolio liquidations. For the past 20 years, we have advised clients through different economic cycles and evolving regulatory environments.
Client Profile
Our clients include the most successful organizations and most recognized brands in the world. As indicated below, our clients span market sectors, channels, and geographical regions:
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Product & Program Expertise
We advise clients at both a strategic and tactical level on a broad range of portfolio management matters. A summary-level listing of our capabilities and the breadth of our portfolio management practice is provided in the table below.
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Project Highlights
Major Bank – Credit Card Launch – Assisted a major US bank with the re-launch of its credit card program. Our support included product design, credit underwriting criteria, account management strategies, and operational workflow design. Our staff has assisted more than a dozen organizations with the launch of credit card programs.
Sub-Prime Lender – Portfolio Liquidation – Acted as an agent of the FDIC in support of the liquidation of a sub-prime credit card portfolio. We directly supervised the customer service, collections and fraud functions for over ten months.
Leading Retailer – Risk Review – Assisted a leading US retailer in the review and redevelopment of credit underwriting practices, credit line management, and collections strategy and operations workflow.
Major Fleet Card – New Product Launch – Lead the development of risk management strategies and operational workflows for a new product and portfolio conversion for a leading fleet card issuer. We also acted as project coordinator for the development of a new revolving credit card operating system.
Leadership
Our Portfolio Management team is led by Dan Kreis, a seasoned industry executive with over 25 years of experience in roles with banks, specialized issuers, and service providers such as Fair Isaac. For more information, please contact:
