D&B Finance Analytics
user training
1h
Free
Online
EN
Expected results
- Search for a company and submit an investigation.
- View, read and export reports.
- Manage the global portfolio and how to customise it (folder).
- Create alert profiles.
- Set up your personal access.
- Get an overview of the administrator rights.
The D&B Finance Analytics platform facilitates coherent credit decisions on a worldwide scale. It allows you to standardise your credit evaluation processes and manage your portfolio of third parties, customers and suppliers more efficiently.
Expected results
- Search for a company and submit an investigation.
- View, read and export reports.
- Manage the global portfolio and how to customise it (folder).
- Create alert profiles.
- Set up your personal access.
- Get an overview of the administrator rights.
About the program
The D&B Finance Analytics webinar is a training session covering all the features of the application, intended for user and administrator profile. The topics covered are :
- company search and request for investigation,
- consulting and exporting a report,
- portfolio management (global and folder),
- the alert profiles,
- your access settings,
- an overview of the administrator rights (creation and management of users).
The format
Pre-recorded, cross-company webinar of approximately 1 hour.
The training team
The Customer Success & Care trainers are here to listen to you and guide you through the use of the Altares-D&B solutions with empathy and pedagogy.
