D&B Finance Analytics - An Intelligent Credit Solution Decision
May 25, 2023
D&B Finance Analytics - An Intelligent Credit Solution Decision
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with D&B Finance Analytics
We run credit reporting & monitoring on our largest customers. Due to our business model and SOX controls, it is not necessary we use all the functionality that D&B Finance Analytics offers.
- Intuitive interface, to run reports and monitor your portfolio
- Easy to check utilization against contractual limits
- Ability to upload aging details into the tool to determine how much revenue is 'at risk'
- Some screens require more clicks than should be necessary to access full portfolio details
- Downloading credit reports takes longer than it should
- Always looking for more payment experiences and financial info on the reports themselves
- We don't utilize all the tools available but D&B FA does everything that we need (and more) to meet audit requirements
The Score Card functionality allows us to build and weigh criteria we feel is most valuable in credit making decisions. We feel very comfortable that the scoring and monitoring functionality of this software alone, is enough to help us manage risk the way we need. However, that is just a few of the many options that are offered within the tool.
Implementation and deployment was a breeze. A quick training and you are ready to go. Likely some need to check back in with the Account Manager from time to time... but very quick and easy. If you are wanting to integrate with your current ERP or CRM software, that takes a bit more time.
Cannot speak to the competition - been a long time since we used anything but D&B
Do you think D&B Finance Analytics delivers good value for the price?
Yes
Are you happy with D&B Finance Analytics's feature set?
Yes
Did D&B Finance Analytics live up to sales and marketing promises?
Yes
Did implementation of D&B Finance Analytics go as expected?
Yes
Would you buy D&B Finance Analytics again?
Yes