John, uncover and manage hidden customer risk with cutting-edge solutions from Equifax.
See your tailored account management solutions and learn how Equifax helps drive more informed decisions to deliver exceptional outcomes.
The Equifax Mission
Equifax helps people live their financial best by delivering trusted data, advanced analytics, and secure technology solutions. In 2025, we achieved steady growth, with over 90% of revenue powered by the Equifax Cloud and multiple new AI-driven products launched to give customers faster, smarter decisioning capabilities. Our global security posture once again exceeded industry benchmarks, underscoring our commitment to trust and transparency.
We proudly support a diverse range of clients, including leading banks, credit unions, mortgage lenders, auto finance providers, government agencies, telecommunications companies, and Fortune 500 employers—helping them verify identities, assess risk, prevent fraud, and unlock opportunity.
Looking ahead, Equifax remains focused on sustainable growth, customer-first delivery, and setting the standard for the secure, ethical use of data.
Equifax — Powering trust, insight, and opportunity worldwide.
What Sets Us Apart
Unrivaled Insights
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Reduce Risk & Grow Your Portfolio with Customer Portfolio Review™
Customer Portfolio Review™ delivers the ability to proactively screen the accounts in your portfolio against customized criteria. This powerful tool can quickly provide deeper customer behavior insights, support informed decisioning, and keep portfolio profitability in focus.
What is Equifax's Customer Portfolio Review™?
Customer Portfolio Review™ is a strategic Equifax solution designed to help organizations:
• Proactively screen and monitor accounts in their existing portfolios using customizable criteria
• Assess consumer credit behavior, identify accounts at risk, monitor creditworthiness, and seize opportunities for targeted engagement across lending, marketing, fraud prevention, and collections
This tool is especially valuable for organizations aiming to reduce risk, enhance portfolio performance, and better manage credit line decisions.
Key Features & Benefits
Customer Portfolio Review can help you better assess consumer credit behaviors - and your customer portfolio - during fast-changing market conditions to enhance credit line management and mitigate risk.
Customizable risk criteria,
such as bankruptcy risk, debt-to-income ratios, credit behavior, and more
Identification of troubled accounts,
including those at risk of default or delinquency
Fraud detection
integrating built-in fraudulent identity alerts when combined with custom criteria
Trended data analysis,
offering a 24-month view of each customer’s credit behavior trajectory
See More Benefits of Customer Portfolio Review™
How It Works
Layered Data for Better Perspective
Using our vast consumer data sources, attributes, scores, employment information, and more, Customer Portfolio Review appends fresh information to your existing data to help you better understand your current mix of customers. You get practical, dynamic insights around risk distribution, customer segments, and changes in scores since purchase or origination.
Achieve Real Results
Use the Most Powerful Data
The predictive power of our newest credit attributes provides an average 15% lift over legacy.
Remove Blind Spots
Shift from annual to quarterly to save 3.5x more. Shift from annual to monthly to save 6x more.
React Quickly
Early risk detection can help increase cost savings by between 40%-50% on newly identified dollars at risk.
Mitigate Delinquency
Enhancing credit data with non-credit financial data spots customers with 40% greater chance of delinquency.
More About Customer Portfolio Review™
Choose the Right Plan for Your Business
Essential
Ideal for small teams managing limited customer portfolios
- Core account monitoring
- Basic reporting dashboard
- Email alerts for key account changes
$1,250 / Month
Professional
Ideal for growing businesses seeking deeper insights and automation.
- All Essential features
- Advanced analytics suite
- Automated account health scoring
- Dedicated client success manager
$2,850 / Month
Enterprise
Ideal for large organizations with complex account structures
- All Professional features
- API integration with internal systems
- Custom risk modeling
- Priority 24/7 support
$5,750 / Month
Trust Your Business Growth with Equifax
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