A single sign-on with federated identity security access eliminates the need for multiple passwords and logins while maintaining a high level of security. And users are insulated from changes to back-end systems. Your financial institution and your customers benefit from the increased productivity that comes with a single user-friendly interface.
A Customizable and Co-brandable solution
Portfolio Viewer can be easily co-branded for internal CSRs or prepaid cardholders. It also supports full branding for cardholder sites, so that customers see only your brand. Thanks to the modern design and flexibility of the IPS platform, issuers are able to rapidly introduce innovations, such as new currencies or screens.
Integrated cardholder service functions
Portfolio Viewer handles a robust set of cardholder and customer service representative (CSR) functions, including cardholder inquiry and maintenance, transaction history, card sales, prepaid card loads, fraud management, inventory management, exception processing and reporting, and more. This comprehensive view allows cardholder calls to be resolved in minutes from one central screen. Portfolio Viewer is also integrated with MasterCard interactive voice response (IVR) for a CSR opt-out model.
Portfolio Viewer is operational in multiple languages and is currently rolling out across 17 languages in total.