Our portfolio management tool provides an online dashboard with a complete and current view of a specific ledger or entire portfolio in a spreadsheet format.
Late payment and default situations occur with alarming frequency; minimising them is crucial to your company's financial health.
Customers who fail to pay their bills or pay late might directly affect your company's future, which is why a risk management system is essential.
Introducing our innovative Dynamic Notification & Analysis (D.N.A.) - an online portfolio risk index and credit management tool.
Efficiently manage your ledger(s) by consolidating company credit check searches into an online dashboard with spreadsheet-style ease using this portfolio management tool.
Credit risk management is essential for businesses to evaluate and monitor the creditworthiness of new customers. Small-to-medium enterprises are at higher risk of bankruptcy when customers fail to pay their invoices.
Effective credit risk management procedures can ensure sustained business success and secure revenue.
Our DNA portfolio tool provides real-time credit risk insights for businesses you regularly interact with, ensuring dependable data.
Please ask us to upload your details so we can analyse and react accordingly to any risky circumstances. Moreover, this tool provides a record of the financial statements of each business, which helps you manage the risk exposure of your entire portfolio more efficiently.
We offer over 40 field headings so you can customise your dashboard by selecting single or multiple portfolios to suit your needs, enabling you to quickly identify any historical or critical changes in the company.
Our Graphical Analysis tool allows you to efficiently review and oversee reports for each portfolio and view a comprehensive summary of all your portfolios.
You can utilise this tool to analyse risk index and delinquency scores, manage credit risks and limits for your ledger, and identify trends and comparisons.
The key benefits of using CoCredo's D.N.A. cloud-based portfolio management tool include the following:
Our D.N.A. tool can send daily notifications and track changes in your business ledger, with a convenient option to view a detailed analysis.
Finance teams should utilise the best credit risk management technologies to enhance productivity, eliminate bad debt, and improve cash flow.
If you want to learn more about our D.N.A. credit risk management tool, please don't hesitate to contact us at 01494 790 600.
Learn how our team of experts can assist your small business with Credit Reports and Monitoring services, both domestically and internationally, covering 240 countries worldwide.
In addition, we can also offer Director's Reports, CRM Integration, Dual reports and other essential financial and business credit data information.
To learn more, call us at 01494 790600.
We have helped thousands of UK businesses with their credit report solutions. We seem to be doing a good job as our clients are always happy to tell us.
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