Portfolio Insights (PIs)
Bank
Sample: Sample Bank PI
Other
Workflow: PI Workflow (updated 3-26-24)
Flyer: Portfolio Insights (updated 3-19-25)
Credit Union
Sample: Sample CU PI
Sample: Sample Bank PI
Workflow: PI Workflow (updated 3-26-24)
Flyer: Portfolio Insights (updated 3-19-25)
Sample: Sample CU PI