Guidance You Can Trust

Card Portfolio Analysis

Advisors Plus has performed hundreds of portfolio analyses. Deep industry experience and proprietary analytics give our Advisors Plus experts a unique vantage point to benchmark your credit union’s current performance, identify risks and marketing investment needs, and unlock your full growth potential.

Credit Cards

Let Advisors Plus help improve the untapped potential of your credit union’s card portfolio by delivering greater profits and deeper member satisfaction, while reducing risk to you.

The card portfolio analysis starts with comprehensive data collection, full written report including recommendations, a presentation to the C-suite management team, and careful follow-up with implementation assistance in the operational, collections or marketing areas identified.

Credit Risk

Credit Unions are often challenged to grow their portfolios and in many cases that means expanding into less/ lower than optimal credit score ranges. While this allows for new account growth, it often means higher delinquency and charge-off rates down the road. The Advisors Plus team assists our credit unions with expanding their market reach and growing their new card accounts while maintaining a healthy portfolio.

Proven Success

Proven track record of success


Comprehensive analysis lets Owners know where they stand and next steps


Dedicated team of strategists with access to vast analytics resources

See Card Portfolio Analysis in Action

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