Experian Account & Portfolio Management vs. Morningstar Direct

It suits well for large clients dealing with lots of data and has robust system of underwriting. There are vast portfolio mix that can be imported from this product and finance companies should have large enough client base to utilise these values

Where It is not well suited, where the client needs more automated capabilities with ready to made recommendations

Incentivized

Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.

Incentivized

• Easy to read credit details
• Extensive credit details
• Up to date credit details
• Alerts are detectable
• Business connections to link accounts are easily found

Incentivized

• Best for research.
• Analyst reporting is fantastic.
• The ability to look at a wide variety of assets is great.

Incentivized

• This product should provide portfolio mix encompassing very dissimilar industries more often
• Should have some AI/ ML capabilities to segregate high risk portfolios as desired one
• Reporting and Dashboards can be more user friendly
• Plug and Play Integration with other tools

Incentivized

• The system is sometimes slow.
• Glitchy and sometimes hard to use.

Incentivized

Experian is top notch and what we went with each time! It always delivered and delivered with data. It didn’t leave us making a blind decision. It has vast business reporting. It saved our company time and time again. The data is laid out in a smooth way to follow. It becomes your go to quite instantly

Incentivized

Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.

Incentivized

• 5 percent positive impact of total customer attributes
• 2 percent increase in ROI on acquiring customers
• 3 percent decrease in default where our segments are used

Incentivized

• Returns not yet realised.

Incentivized