1. Congratulations!

Congratulations on purchasing D&B Finance Analytics, the most powerful Credit Risk Management platform ever built!

To ensure that you get the most out of D&B Finance Analytics from day one, we kindly ask you to spend a few minutes completing our onboarding form.

Why this is important:

• Efficient onboarding: You want to start using D&B Finance Analytics as quickly as possible! With the right information, we ensure that the onboarding process is structured, professional and efficient.
• Customisation: By understanding your specific needs and requirements, we can work together to ensure that D&B Finance Analytics is tailored to your unique situation.
• Direct support: We ensure that any questions or needs are addressed promptly thanks to the contact details of key stakeholders you provided.

2. Details imported from the contract

To make sure we have all the necessary data.

3. Contact person for the contract

To make sure we have all the necessary data

4. Onboarding contact person

Should we contact someone else? Feel free to edit the details.

Why this is important:

• Onboarding: While configuring D&B Finance Analytics is not complex, it is important to do it very carefully. We don't want to skip any steps. Our specialists therefore prefer to communicate with a dedicated point of contact during onboarding.

5. About your customers and suppliers

Then we prepare our first introduction

Why this is important:

• Import: It is possible to import lists of companies via .csv or .xlsx into your portfolio in D&B Finance Analytics. This saves you a lot of manual data entry work. We will be happy to help if you need assistance!
• Coverage: With Dun & Bradstreet you have access to the world's largest commercial database. Our coverage is unparalleled. However, we are happy to provide additional explanations for some countries.

6. Company monitoring and alerts

Then we prepare our first introduction

Why this is important:

• Alert profiles: In D&B Finance Analytics you can configure very advanced rules for receiving notifications. You can be informed if the risk of bankruptcy or default of a company in the portfolio changes. Feel free to ask us for more explanations.
• Credit risk policy: Some organisations have a credit risk policy. Such a policy creates frameworks that the organisation can use to assess credit risk. If your organisation already has one, feel free to share it. Then, we will gladly explain how Finance Analytics can help in this respect.

7. Credit Risk Management goals

Then we prepare our first introduction

Why this is important:

• Objectives: If we understand your challenges and objectives better, during onboarding we can discuss ways to leverage D&B Finance Analytics to that effect.

8. Final step - Book an appointment

Then we prepare our first meeting

Contract signed

Onboarding launched

Schedule 45-min appointment with Moira

We would like to introduce you to Moira de Kwant, Customer Success Manager at Altares Dun & Bradstreet. She will be your permanent contact during the onboarding. This first appointment will take about 45 minutes.

• Introduction interview
• Access to the platform
• E-learning explanation and support
• Portfolio and folder stucture
• Alert profiles
• Criteria for success

8. Final step - Book an appointment

Then we prepare our first meeting

Contract signed

Onboarding launched

Schedule 45-min appointment with Berat

We would like to introduce you to Berat Kaan Gul, Customer Success Manager at Altares Dun & Bradstreet. She will be your permanent contact during the onboarding. This first appointment will take about 45 minutes.

• Introduction interview
• Access to the platform
• E-learning explanation and support
• Portfolio and folder stucture
• Alert profiles
• Criteria for success

8. Final step - Book an appointment

Then we prepare our first meeting

Contract signed

Onboarding launched

Schedule 45-min appointment with Janine

We would like to introduce you to Janine Zappeij, Customer Success Manager at Altares Dun & Bradstreet. She will be your permanent contact during the onboarding. This first appointment will take about 45 minutes.

• Introduction interview
• Access to the platform
• E-learning explanation and support
• Portfolio and folder stucture
• Alert profiles
• Criteria for success

8. Final step - Book an appointment

Then we prepare our first meeting

Contract signed

Onboarding launched

Schedule 45-min appointment with Roxanne

We would like to introduce you to Roxanne van Haute, Customer Success Manager at Altares Dun & Bradstreet. She will be your permanent contact during the onboarding. This first appointment will take about 45 minutes.

• Introduction interview
• Access to the platform
• E-learning explanation and support
• Portfolio and folder stucture
• Alert profiles
• Criteria for success

Set up portfolio(week 1)

Configure alerts(week 2)

Onboarding evaluation(week 6)