Account Management

Managing your customer portfolio is key to business success. Learn more about Equifax Account Management solutions.

  • Drive Customer Growth eBook

    Drive Customer Growth eBook

    eBook with 7 tips for financial services firms to acquire the right customers, grow share and expand relationships.

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  • 5 Ways to Deepen Relationships with Your Best Customers eBook

    5 Ways to Deepen Relationships with Your Best Customers eBook

    Improve customer engagement with your best customers. Financial insights can help grow sales and increase retention.

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  • 7 Tips to Elevate Account Management for Credit Portfolios

    7 Tips to Elevate Account Management for Credit Portfolios

    Identify both hidden risk and hidden opportunities across your customer portfolio. 7 tips for more effective credit account management.

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  • Account Management for Lenders

    Account Management for Lenders

    Manage your credit portfolio more effectively. Spot hidden risk and fraud early. Identify accounts for potential growth. Learn how Equifax can help your account management efforts.

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  • Monitor current accounts for changes in employment

    Monitor current accounts for changes in employment

    Equifax helps support managing portfolio risk by monitoring current accounts for changes in employment.

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  • Proactively identify changes in current customer risk

    Proactively identify changes in current customer risk

    Equifax establishes timely alerts that identify potential trouble spots within its current portfolio.

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  •  Manage risk within current customer account portfolio

    Manage risk within current customer account portfolio

    Equifax helps assess, predict and manage risk within its current credit portfolio.

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  • Differentiated Data Provides Clarity for Portfolio Reviews

    Differentiated Data Provides Clarity for Portfolio Reviews

    Differentiated Data is Even More Critical in 2020 Consumer spending has picked up slightly since the summer lockdowns across many […] The post Differentiated Data Provides Clarity for Portfolio...

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  • Data-driven Marketing from Equifax

    Data-driven Marketing from Equifax

    Equifax is your ally in increasing Marketing ROI, building profitable relationships with the right customers, and increasing customer engagement and loyalty.

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  • Top Marketing Solutions for an Uncertain Economy

    Top Marketing Solutions for an Uncertain Economy

    Household financial insights can help drive the core of your data-driven marketing strategies. Let us put our consumer financial expertise into action to help your business and your customers.

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  • 3 Actions to Take Now to Improve Your Account Management

    3 Actions to Take Now to Improve Your Account Management

    During the new realities of the current economic crisis, financial marketers are wondering how to mitigate delinquencies and defaults in […] The post 3 Actions to Take Now to Improve Your Account...

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  • The Importance of Overall Portfolio Reviews

    The Importance of Overall Portfolio Reviews

    Gain a Competitive Advantage with Portfolio Reviews The world has changed quite considerably in a short amount of time. The […] The post The Importance of Overall Portfolio Reviews appeared first...

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  • Data-driven Marketing for Financial Services

    Data-driven Marketing for Financial Services

    Data-driven Marketing for Financial Services - Insights to Find Opportunity and Grow Your Business.

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