Solution

Dashboard with top-level portfolio insight

Shows aggregated data on top level in your portfolio. See KPI´s, summaries and risk distribution in your portfolio.

Customizable user dashboards

Dashboards shows insight and relevant data for each users portfolio or need.

Click and filter

Click and filter selections. Graphs and tables automatically updates according to set filter selections.

High risk alerts

Axeptia monitors over  50 different monitoring categories per customer. As an example you would probably want to be alerted when new info on a customer radically changes the creditworthiness of one of your most important customers. On the other hand, you may also want to be informed on other changes, and non-critical events, and only having them presented in a list, linked to particular customer or Axeptia user.

Automize tasks

Create automized tasks based on new insight from credit and customer monitoring. Typical example can be to freeze/stop credit on selected customers that shows increased risk. Alert responsible sales representative and credit team colleague.

Order in chaos

Order in chaos. Sort and filter own selections. With 50 monitoring categories per customer, with only a small customer base this will result in hundreds of changes per week, not really realistic to be acted upon manually. Link each event to relevant portfolio, team/user, event category and hich/low risk.

Data in itself is useless, unless you can derive insight from it, and transform what at first sight can be seen as noice, into actionable insight.

Calendar

Calendar gives full control over own tasks and cases to be followed-up. Split calendar into own calendar, or full team or co-colleagues calendars

Create tasks

For desired follow-up on tasks, users can create tasks for themselves or delegate to a colleague or external contact, making sure that action will be taken

Automized tasks based on new insight

Create tasks based on new insight and defined rules. Typical example can be to freeze/stop credit on selected customers that shows increased risk.

Create tasks

For desired follow-up on tasks, users can create tasks for themselves or delegate to a colleague or external contact, making sure that action will be taken

Automatiserte oppgaver basert på ny innsikt.

Create tasks based on new insight and defined rules. Typical example can be to freeze/stop credit on selected customers that shows increased risk.

Calendar

Calendar gives full control over own tasks and cases to be followed-up. Split calendar into own calendar, or full team or co-colleagues calendars

Order in chaos

Order in chaos. Sort and filter own selections. With 50 monitoring categories per customer, with only a small customer base this will result in hundreds of changes per week, not really realistic to be acted upon manually. Link each event to relevant portfolio, team/user, event category and hich/low risk.

Data in itself is useless, unless you can derive insight from it, and transform what at first sight can be seen as noice, into actionable insigh