Account Advisor
Track account performance, monitor shifts and view your customer portfolio
Do you know the true quality of your company's customer portfolio? Gaining this knowledge is difficult if you have only your own company's performance to analyze.
Account Advisor gives you a simple tool to quickly gain this knowledge right from your desktop. Designed to work with Portfolio Scoring, Account Advisor lets you track account performance, monitor shifts in portfolio risk and view your customer portfolio graphically with more than 20 data variables. For use with Windows 95, 98 or NT, Account Advisor is the ideal program to manage portfolios of 50,000 accounts or less. Its Windows-based design makes it instantly familiar and easy to use.
View your portfolio in four different ways:
Portfolio View gives you just what its name suggests €š a perfect snapshot of your portfolio's aggregate performance over time. Within this window you are able to view your portfolio by defined segments, allowing you to compare risk levels between one segment and another.
Table View takes you to the next level of detail. This screen lists all of your accounts, or you can use filters to view a subset of your portfolio. It's a quick and easy way to view a table summary of information across individual accounts in your portfolio.
Detailed View allows you to take a closer, more detailed look at a particular customer's most recent credit information, changes in payment performance and score trends
Custom View allows you to import information from your systems and combine it with Experian's data With Account Advisor you can filter your portfolio by any combination of:
- Risk
- Balance
- Legal items/public records
- Geography
- Industry
- Change in status
Account Advisor also has a mail merge function which gives you the option of printing customized letters to your customers.
Product Description & Features
Account Advisor is a simple tool to quickly gain portfolio management knowledge right from your desktop.
Designed to work with Portfolio Scoring, Account Advisor lets you track account performance, monitor shifts in portfolio risk and view your customer portfolio graphically, all with a few clicks. This desktop software is ideal for clients with portfolio sizes of 50,000 accounts or less.
Account Advisor is available with two powerful scoring models:
- Commercial Intelliscore
- Small Business Intelliscore
Portfolio View
Portfolio View gives you just as the name suggests €“ a perfect snapshot of your portfolio's aggregate performance over time. Within this window you are able to view your portfolio by defined segments, allowing you to compare risk levels between one segment and another.
Table View
Table View takes you to the next level of detail. This screen lists all of your accounts, or you can use the filters to view a subset of your portfolio. It's a quick and easy way to view a table summary of information across individual accounts in your portfolio.
Detailed View
Detailed view allows you to take a closer, more detailed look at a particular customer's most recent credit information, changes in payment performance and score trends.
Custom View
Custom View allows you to import proprietary information and blend it together with Experian's data.
Benefits & Selling Points
Speed up your account review process
- Use filters to find accounts right away
- Proactively monitor account activity
Reduce exposure
- Be "in the know" about your portfolio
- Refine your credit policy by using real data
Increase sales & revenues
- Find the right customers to target for sales
- Quickly filter down to opportunity accounts
Client Profile
Account Advisor is an excellent solution for:
- Financial institutions
- Wholesalers
- Manufacturing
- Communications
- Food services
- Employment agencies
- Leasing
- Software
