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Experian | Credit Portfolio Risk Assessment | Account Advisor
Designed to work hand-in-hand with Experian Portfolio Scoring, Account AdvisorSM helps identify changes in risk associated with a client's portfolio, to enable a better understanding of the value of this strategic business asset.

Analyze portfolio scoring data effectively

Account Advisor loads Experian's portfolio scoring data using the Commercial IntelliscoreSM, Small Business IntelliscoreSM or Vista models. Account Advisor allows effortless analysis of portfolio risk and risk trends, individual account trends, and quick segmentation of the portfolio based on multiple criteria, such as balance, risk score and payment history.

Track portfolio performance

Identify account delinquencies proactively. Target low risk, under-penetrated accounts for growth opportunities. Capture shifts in portfolio risk that could signal a change is needed in credit policy. Prioritize collections processes better.

Easy to use

Account Advisor is a desktop software using MS Access as the back-end database. The interface is Windows based and is very intuitive and user-friendly.

Features

Multiple views of information

Account Advisor has separate views, including the overall portfolio performance, detailed view of each account, spreadsheet view and view of imported external data.

Feature rich solution

Account Advisor allows users to import up to 98 of their own internal data variables for each account.

Powerful filtering capabilities

Allows easy segmentation of the portfolio by using specific criteria, including imported information.

Mail merge

Can generate multiple letters to specific segments of the portfolio population.

Portfolio performance

Portfolio data can be tracked for up to 36 periods for trend analysis.

For more information on this product, please contact us at 800 520 1221.


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For more information, please contact us at 800 520 1221.
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