Check where the customer actually stands, not where they stood last year.
Publicly available information is rarely updated. Financial Insight gives you a formal credit score from Experian and up-to-date key figures, exactly when you need them, instead of a snapshot that quickly goes stale.
Book a demoPublicly available information falls behind quickly.
Publicly available information is rarely updated, often only once a year. A great deal can have happened in a business since then.
If you only check what is publicly available, you risk basing an important decision on figures that no longer hold true.
Financial Insight gives you a more precise picture, exactly when you need it.
What you get with Financial Insight.
A formal credit score
A genuine credit score, delivered by Experian, not just an indicator of direction based on publicly available information.
Check the status when you need it
Pull an up-to-date credit score and key figures for a customer exactly when you need them, ahead of a customer meeting for instance.
Up-to-date key figures
See current key figures when you check a customer, instead of a snapshot that quickly goes stale.
A more precise picture
Come to the customer meeting prepared, with a picture of where the customer actually stands, not only what is publicly known.
The credit score is delivered by Experian.
Experian is one of the world's leading providers of credit information. It is the same kind of data the banks themselves use, not something Capassa has invented.
Add Financial Insight.
Financial Insight is a paid add-on to Customer overview, not a separate product. Book a demo and we will show you how it looks for your portfolio.
Book a demoFrequently asked questions
Is this the same as the score in Customer overview?
No. The score in Customer overview is an indicator of direction based on publicly available information and Capassa's own models. Financial Insight adds a formal credit score from Experian and up-to-date key figures, whenever you need them.
Who are Experian?
Experian is one of the world's leading providers of credit information, the same kind of data the banks themselves use to assess creditworthiness.
Do I need to use Customer overview to take up Financial Insight?
Yes. Financial Insight is an extension of Customer overview, not a separate, standalone product. The customers and the portfolio you have already built up in Customer overview carry over, without you having to set anything up again.
Am I alerted automatically when something changes at a customer?
No. You refresh it yourself when you want the latest status on a customer. That gives you a formal, up-to-date credit score and key figures exactly when you need them, instead of a snapshot that quickly goes stale.
Is this a good fit for every kind of business I look after?
It is most valuable for the customers that matter most to you, either because they are large, or because the consequences are significant if they start to struggle. You decide which customers in the portfolio to include.