Portfolio Connection™ puts customer analytics, advisory tools and portfolio queries directly on the desktop of every banker, CPA or other advisor. It provides a portfolio-wide view into the IDEA Data Store, enabling a complete view of the customer.
Portfolio Management
- Complete view of the customer on each desktop
- Aggregate and standardize customer data
- Search and profile across the entire portfolio
- Query based on profile thresholds
Relationship Management
- Identify opportunities
- Generate differentiated reports
(customer-specific pitch books)
Credit Management
- Early Warning Analysis
- Credit Analytics and Reporting
- Customer models, excel templates, and analytical reports
Portfolio Connection turns disconnected data into actionable intelligence for every user. This intelligence equips the banker or partner to become a more valuable financial advisor to the business client and offers opportunities to increase the company's commitment to the bank or firm through increased purchase of the bank's services or increased use of the firm's consulting expertise.
Managers within a bank or accounting firm access Portfolio Connection through a secure portal from their desktop. Once connected, the system offers options to intelligently sort and search the portfolio on any number of financial or industry metrics presenting queries and reports that deliver insight and identify opportunities in the portfolio.