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Portfolio Alert AdvisorSM

Quickly and efficiently process alerts to reduce credit risk and maximize cash flow

In conjunction with Experian's Account Monitoring Service, SM Portfolio Alert AdvisorSM allows you to proactively monitor and view changes to your business-to-business credit portfolio. Now you can better manage risk, effectively allocate resources, improve cash flow and develop stronger customer relationships for greater profitability.

Receive alerts on changes in your customers' credit profiles quickly and economically Portfolio Alert Advisor is ideal for companies seeking a Web-based interface that provides a multiuser, workflow-driven environment without the need for valuable IT resources. The multiuser capability enables companies with large credit teams or decentralized credit environments to leverage the same Account Monitoring Service account:

  • Daily alerts are seamlessly delivered to the software by Experian and are displayed to users in a prioritized queue
  • Users select an alert to review, determine a course of action for the account and record the action for tracking purposes in a ìcompleted queueî
  • Management reports are provided to supervisors, with reporting on alert volume and analyst activities

Key benefits

Enables team collaboration, even from different locations Wherever they are, your entire team can process alerts on changes to your credit portfolio. Portfolio Alert Advisor is browser-based, so multiple users can log in to the system simultaneously from any computer with Internet access.

Quick, easy implementation

Since Portfolio Alert Advisor is a hosted service, your valuable IT resources are not required for setup. Your users simply access a secure environment with a user ID and password. ExperianÆ posts your
new alerts daily.

Customized to your unique needs

Assign priority scores for each alert type; Portfolio Alert Advisor moves the highest-priority alerts to the top of the queue. Manage multiple portfolios or segment a single portfolio; Portfolio Alert Advisor has the ability to segment your portfolio or display multiple portfolios to an unlimited number of analysts. Assign custom action codes; Portfolio Alert Advisor lets you track actions taken on accounts on which you receive alerts.

Reduces costs through improved efficiency

Portfolio Alert Advisor keeps your costs low by enabling you to start receiving alerts quickly without using your IT resources. Your team will become more efficient by sharing the workload and by focusing on the most important alerts first.

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