Direct Portfolio Solutions

Financial Services • South Whitehall, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	PO BOX 534, Orefield, PA 18069, US
Website	directportfoliosolutions.com
NAICS	52
Keywords	Customer & Prospect Acquisiton, Database Analytics & Modeling, Digital Direct, Full Service Creative & Dm Services, Onboarding - Activation - Retention
Founded	2010
Employees	1-10

Key Contact at Direct Portfolio Solutions

Don Muscolino

CEO

Direct Portfolio Solutions Email Formats

Direct Portfolio Solutions uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@directportfoliosolutions.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@directportfoliosolutions.com	100%

About Direct Portfolio Solutions

Direct Portfolio Solutions partners with financial service institutions (banks and credit unions) to provide expertise in achieving organic customer service growth and retention / cultivation strategies with a focus on results and cost-effective direct marketing execution. Customer Growth Solutions •Product Cross-Sell (pre-select or invitation-to-open platforms) •Portfolio-Based Retention / Stimulation •On-Board Activation & Usage to New Households / New Accounts •Customer Centric Marketing – Next Likely Purchase •Customer Credit Quality Review & New Loan Opportunity Assessment Agency Support Services •Creative and Direct Marketing Services – Direct Mail and Digital Media Deployment •Digital Customer Marketing Portal & Web Transactional Data Mining •Database Analytics and Measurement Note – Customer Centric Marketing Models: We build financially sensitive models (those designed to maximize profits not just accounts). Our business intelligence and analytics are developed using actual purchase and account opening behavior of existing clients. The data elements feeding the models include trending information, recency, and frequency of account use information, account holding and product open sequence information as-well-as product use variables and demographic data. The models can be used to support product specific initiatives or next most likely product predictions that support customer centric marketing.

Direct Portfolio Solutions revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Direct Portfolio Solutions has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Direct Portfolio Solutions has never raised funding before.

Frequently asked questions

Direct Portfolio Solutions is located in South Whitehall, Pennsylvania, US.

Direct Portfolio Solutions was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Direct Portfolio Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Direct Portfolio Solutions

Don Muscolino

CEO

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