Sip and SolveTM

Solving business challenges in a coffee break

 

3 Portfolio Triggers to Minimize Risk

A seemingly good business today might start going south the next. But how can you quickly identify changes in your customers’ accounts and act on them before it’s too late? By proactively managing and monitoring your portfolio, you can take immediate action at the first signs of trouble and effectively reduce your exposure to risk.

Grab a coffee and join us for a Sip and Solve as we focus on portfolio triggers and talk about the 3 triggers you should set in your portfolio to minimize risk. In just 15 minutes, we’ll walk you through: 

  • What a portfolio trigger is and how it can help your portfolio management processes
  • 3 triggers that we think are most effective for predicting credit behavior
  • A quick look into an account monitoring system that might help you in your day-to-day

Presenter

Nicolette Emory

Nicolette Emory, Sr. Product Manager

Nicolette joined the Experian Product team in April 2019 and manages BusinessIQ Portfolio, BusinessIQ Alerts, and Portfolio View Reports. She was tasked to improve the data visualization aspects of these products and give the customers better user experience.  Prior to Experian Nicolette led the BI Center of Excellence program at Living Spaces where she helped train departments on using the best practices in BI, analytics, and data visualization. Making data understandable and actionable has been a passion of hers throughout a 10-year career. 

When she is not wrangling data, she enjoys spending time with her spouse and 3 kiddos: Luke, Evie, and Addy.  Her family makes her old and keeps her young all at the same time and is her main inspiration for work and life.

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