Card Expert from Fiserv is
a must-have solution that
helps you easily, accessibly
and readily access meaningful
insights to understand your
card portfolio’s performance
and drive actionable results.
Analyze, visualize and share
up to 24 months of actionable
data to execute more
informed, condent
business decisions.
The success of your card program depends on
an integrated, big-picture view of your portfolio.
Card Expert gives you direct access to a broad
spectrum of data points needed to optimize
portfolio performance and evolve your card
offerings to meet consumer needs. By providing
rich, yet concise, performance summaries, Card
Expert enables you to adapt your strategies using
fact-based insights.
Card Expert
SM
Unlock the Full Potential of Your Data – and Your Portfolio
Solution
Integrated Credit and
Debit Dashboards
Card Expert compiles information and presents it in a
streamlined interface, so you see all your data in one
place. Gain the rapid insights needed to inform your
business strategies.
Visualize comprehensive data from multiple
sources in intuitive dashboards
Useasingleplatformforexpansive,congurable
and extractable dashboards and data
Execute on insights that optimize the
performance of your portfolios
Consumer Behavior Insights
Card Expert goes beyond portfolio-level data to provide
an expansive, holistic view of consumer behavior and
preferences – starting with integrated credit and debit
dashboards and expanding to incorporate data from
additional channels, including your ATMs, fraud and
risk control system, and loyalty program. Expanded
views are in development for disputes, contact center
and CardHub.
Card Expert displays and compares your key debit and
credit metrics to those of a peer group of your choosing.
You can select asset size, card count, geographic
region and institution type to compare your portfolio’s
performance to that of numerous peer segments.
Our dashboard galleries provide robust, interactive
views of key metrics and critical trends to inform your
marketing and sales strategies.
Maintain a Healthy Portfolio
UsingCardExpert,you’reabletodeneyourgoals,
developadatastrategyandensurethenancialhealth
of your card portfolio with dynamic views of critical
analytics. Put your data at the core of operations and
align it to support your organizational priorities.
Evaluate critical growth metrics with full visibility
into all portfolio data points
Interpret year-to-date utilization and
revenueprojections
Quickly analyze account balance and
growthforecasts
Discover Insights Hidden in Your Data
Use the business intelligence of Card Expert to
simplify complex data with easy-to-use dashboards.
View aggregated key metrics within these
interactive dashboards:
Executive Summary – Displays key performance
indicators(KPIs)andprotabilityanalyticsata
glance – see a comprehensive, holistic business
view of critical portfolio trends
Revenue and Network Interchange – Evaluate
monthly income streams to keep a close eye on the
overall health of your portfolio
Segmentation – Understand segment behavior;
analyze spend by usage and age demographics
Purchase and Spend – Understand the impact debit
and credit card usage behaviors have on revenue
Digital Wallet – Analyze performance of the
“pays”; view wallet volumes and transactions
Specialized Credit and Debit – Review payment
card dashboards for a deeper understanding of
consumer behavior
Card Expert takes your reporting to the next level with
detailed data visualizations, enabling you to evolve your
data strategy and identify the information your key
stakeholders need to be successful.
Card Expert
SM
Card Expert
SM
Options to Suit Your Needs
Reporting and analytics don’t need to be intimidating.
Two Card Expert packages streamline your data and
enable analytically derived insights at every level of
your organization.
Select the solution that works best to centralize,
consolidate and organize your data into a single source
of information.
Card Expert Toolkit
Card Expert Toolkit enables you to view basic
dashboards and create and receive email
subscriptions. Filter data by product level, view
summary-level data and export dashboard images.
You can also participate in the Card Expert
Community, a forum where we share insights and
strategies to optimize dashboards to drive impactful
results, and discuss opportunities for future
enhancements.
Card Expert
Take Card Expert Toolkit to the next level with
more detailed data visualizations using our
standard package:
Drill down to the cardholder level for detailed
lists based on activation status, usage and
spend activity, denials and more. Cardholder
information can be used for easy target
marketing to better engage with your
cardholders and drive growth
Easily export data and create data alerts to
monitor important key metrics that exceed or fall
below thresholds
Answer your most pressing business questions
using the Ask Card Expert feature
Leverage Payments, Data and
Strategy Advisors
Portfolio advisors from Fiserv offer personalized
strategic support to help you create a best-in-class
card program. Your advisor acts as a trusted partner
and builds on the foundation of Card Expert data
to offer long-term strategic support and
industry-leading insights.
Fiserv, Inc.
255 Fiserv Drive
Brookeld,WI53045
serv.com
©2022Fiserv,Inc.oritsafliates.FiservisatrademarkofFiserv,Inc.,registeredor
used in the United States and foreign countries, and may or may not be registered
in your country. All trademarks, service marks and trade names referenced in this
materialarethepropertyoftheirrespectiveowners. 1562203 09/22
ConnectWithUs
Fiserv is driving innovation in Payments,
Processing Services, Risk & Compliance,
Customer & Channel Management and
Insights & Optimization. Our solutions
helpclientsdelivernancialservicesat
the speed of life to enhance the way
people live and work today.
Visit serv.com to learn more.
For more information
about Card Expert:
800-872-7882
getsolutions@serv.com
serv.com