Experian Portfolio Management - A trustworthy tool
January 25, 2023

Experian Portfolio Management - A trustworthy tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Experian Account & Portfolio Management

We use this product to recommend different portfolio mix for the financial companies so that they can serve their direct customers better. We use it in the scenario of B2B2C models where, along with end customer profile, we predict which portfolio mix will be suitable for a particular segment of customers. We share these segments to our financial clients and then they use it for reaching out to their end users
  • Credit scoring
  • Underwriting attributes
  • Mix of similar portfolios
  • 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
  • Giving mix of portfolios
  • Providing intelligence to create segments
  • User non PII attributes to create customer profile
  • 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
AWS Trusted Advisor is too generic to use for our client's use cases. Though, they have used AI capabilities much more efficiently, but, their core capabilities lie somewhere else and they have different views of customers which are not aligned with our vision to come up with segments and share the same with our financial services clients.

Do you think Experian Account & Portfolio Management delivers good value for the price?

Yes

Are you happy with Experian Account & Portfolio Management's feature set?

Yes

Did Experian Account & Portfolio Management live up to sales and marketing promises?

Yes

Did implementation of Experian Account & Portfolio Management go as expected?

Yes

Would you buy Experian Account & Portfolio Management again?

Yes

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