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Confluent Strategies Sales Hub
Resources
Branding
Presentations
How-To Guides
Everything else
Solutions
Solutions
EFX Training
Equifax Training Portal
CS Store
Folder: Resources
Back
Branding
Presentations
How-To Guides
Everything else
Folder: Solutions
Back
Solutions
Folder: EFX Training
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Equifax Training Portal
CS Store

Customer Portfolio Review

PortfolioID

EFX Product Page: Customer Portfolio Review
EFX Product Page: PortfolioID

Bank/Consumer Finance

  • Email: Use a Portfolio Review to inform credit line increases.

  • Email: Year-end portfolio reviews—the ultimate planning tool

Other

  • Banner: The Importance of Overall Portfolio Reviews

  • Flyer: Portfolio Review (bank/CF/mortgage version)

  • Flyer: Portfolio Review (CU version)

  • Animated graphic: Increasing consumer credit lines is a great way to boost wallet share.

  • Product Sheet: PortfolioID

  • Product Sheet: Customer Portfolio Review

  • Flyer: Quarterly Customer Portfolio Reviews

  • Gif: Portfolio Review Add-ons

Credit Union

  • Email: Use a Portfolio Review to inform credit line increases.

  • Email: Year-end portfolio reviews—the ultimate planning tool

Confluent Strategies

1661 Aaron Brenner Drive, Suite 201

Memphis, TN 38120

901-321-6700

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Questions

Courtney Shove or 901-321-6777