Portfolio Insight

Smarter debtor management with real-time risk insights

Take control of your debtor book with real-time insights that empower your team to manage accounts more effectively and maximise cash flow.

With Portfolio Insight, you will be better equipped to manage and potentially can reduce bad debt, accelerate collections and improve customer engagement through smarter, more strategic actions.

Monitor individual debtors, receive alerts on adverse events, and segment your portfolio to uncover hidden risks and opportunities. With Portfolio Insight, you can reduce bad debt, accelerate collections, and improve customer engagement through smarter, more strategic actions.

Key features

Portfolio Insight delivers powerful tools to help you manage risk and optimise collections:

Real-time data and flexible uploads

Upload your ATB as often as daily to ensure your portfolio reflects the most current data.

Predictive risk scores

Access Failure Risk and Late Payment Risk Scores to assess financial health and payment behaviour.

Dynamic account segmentation

Group and filter your debtor portfolio by industry, region, entity type or custom criteria.

Monitoring and alerts

Track every account with precision and receive timely alerts for adverse events such as defaults or court actions.

Custom views and grouping

Create tailored views of your portfolio to align with your business priorities and workflows.

Heatmap visualisation

Identify high-risk segments quickly with intuitive visual tools.

Key benefits at a glance

Portfolio Insight empowers your team to act with confidence, reduce risk, and improve financial outcomes.

Optimise cash recovery

Drive faster and more complete collections by focusing efforts where they’ll deliver the highest return.

Minimise credit losses

Reduce write-offs by identifying and addressing risk early, before it turns into bad debt.

High-impact collections

Empower internal teams to achieve more with intelligent prioritisation and reduced manual effort.

Smarter resource allocation

By targeting the right accounts first, you’ll reduce bad debt, lower FTE costs, and accelerate collections.

Improved customer experience

Engage customers more effectively with data-driven, proactive communication strategies.

Would you like more information?

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