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A/R Management

Account Monitoring Service

Manage risk and improve cash flow by monitoring your business customers.

Establishing proven management processes for a portfolio of customers is critical for every company. Account Monitoring ServiceSM is a comprehensive portfolio monitoring system with the industry's best triggering capabilities, sophisticated filtering and an easy-to-use interface. We recommend combining account monitoring with portfolio scoring for the best results.

Enhanced Trigger Set Including:

  • Workflow-driven online interface, Portfolio Alert AdvisorSM
  • Score changes
  • Payment behavior changes
  • Public record filings, including bankruptcies, liens and judgments
  • Collections filings
  • Changes in key payment ratios
  • Delinquent accounts
  • Inquiries
  • Ability to integrate into a custom system or as a batch delivery
  • Contribute data to Experian and receive a discount
  • Purchase as part of a pay-as-you-go or subscription plan

Solve Problems Before They Happen

Implementing Account Monitoring Service provides insight into customers' credit issues by showing relevant changes in credit records that impact a customer's ability to pay. The service allows companies to act immediately to minimize losses on declining customers, to up-sell strong customers and to prioritize collections on urgent customers. The enhanced trigger set and filtering capability are industry-leading and allow users to customize the alerts they receive.

Effective Team Collaboration With Multiuser, Workflow-Driven Online Interface

Wherever members are located, Portfolio Alert Advisor online interface allows simultaneous access from any computer with Internet access. The easy-to-use interface is optimized for both supervisors and analysts and provides management reports as well as customizable displays that can prioritize alerts to review. Since the interface is a hosted service, your valuable information technology resources are not required for setup. Users simply access a secure environment with their user ID and password.

Also, if users have their own portfolio management systems, Account Monitoring Service can seamlessly deliver alerts to a custom system. The service is also available in batch for companies that prefer to receive alerts in bulk.