Integrate seamlessly across multiple ERPs in large enterprises to get a consolidated view of credit risk and exposure across geographies.
Centralize your credit operations across geographies, complex parent-child scenarios. Automatically convert and review credit limits and exposure in local and global currencies, multiple languages to eliminate the hassle of manual conversion.
Simplify credit scoring with configurable models across geographies, business units, and customer segments. Define your credit scoring strategies by setting up weightages against customers' credit data aggregated from multiple sources.
Leverage collaborative workflows to fast-track customer on-boarding, blocked order release, credit limit assignment, collateral renewal, and approval of credit requests. Improve process compliance by ensuring that important credit decisions are approved through the right hierarchy. Automate credit reviews for low-risk customers and ensure auto-approval of credit limits based on customizable parameters such as risk class, credit limit utilization.
Enable effective collaboration and exchange of information and documents between credit, sales, customer service, and customers through information escalation and
Configure and assign weightages against customer data based on your credit policies to set up scoring strategies.
Define credit scoring strategies based on geographies, customer segments. Receive scoring suggestions for your credit reviews and automate the credit scoring and approvals for low-risk customers.
Set up the workflows for daily credit management activities based on your credit policies. Identify all relevant stakeholders along the corporate hierarchy and define their ‘delegation of authority’ for faster credit decisions
Send automated correspondence to the relevant stakeholders for faster information aggregation or approvals through email, or fax.