Portfolio Healthcheck

Monitor the risk to your accounts

Our Portfolio HealthCheck service provides a cost-effective way to monitor the risk of your existing accounts. The report assesses your ledger’s profile at any point in time and can compare to previous data if available. This is a powerful tool to understand if your sales and growth strategy is working and if you are getting the right type of customers.

Use this tool proactively to engage with your customers to top up credit or set new limits. Improve your team’s efficiencies by prioritising and applying relevant strategies to debtors based on their propensity to pay.

Alerts Monitoring is also available. This service notifies you of changes in your customers’ credit scores.

  • Say “yes” to your customers quickly
  • Make quick decisions with real-time information
  • Manage your risk

To learn more or talk to our team about an integrated solution, get in touch 0800 236 874