OVERSEE | PORTFOLIO

Get ahead to stay ahead.

Optimize your portfolio with real-time fraud & churn risk indicators, reduce credit stacking and don’t get caught holding the bag. Monitor changes at the Secretary of State as well as other banking or credit applications.

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Features

Automated Portfolio Monitoring

24/7 monitoring of your portfolio gives you real time alerts when important events occur – ensuring your team can proactively protect your business.

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Do more with your best customers

Continuously track and get updates on all activities across your portfolio. Receive automated notifications for anomalies or potential indicators of fraud or other risks so you can continue growing with your best customers.

  • Real-time Fraud Monitoring
  • Credit Stacking Alerts
  • Churn Risk Prevention
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Maximize Profits and Reduce CAC

Customer acquisition is just the start. By nurturing the best connections, businesses can cut costs and ensure sustainable growth.

  • Increase the Life Time Value (LTV) of your best customers
  • Reduce CAC by knowing who and when to target ideal customers
  • Gain an in-depth, comprehensive view of your entire portfolio
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Don’t get left holding the bag

Stay close to your thriving customers and be mindful of those facing financial challenges.

  • Compliance Checks
  • Customizable Dashboards
  • Real-time Alerts