Featured Customers
DON'T KEEP YOUR CUSTOMERS WAITING TO DO BUSINESS WITH YOU.
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Capture accurate credit application data with a web and mobile based application
Allow customers to submit a credit application using a web and mobile based form, including information on reference checks, guarantees and tax certificates. The app ensures that all mandatory fields are filled with the right information and captures digital signatures for authenticity. You are able to track the progress of form submission and once submitted, the data feeds directly to your credit management system. No more incomplete applications and to-and-fro with your customers.
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Eliminate time and effort lost in manual credit data aggregation and reference checks
Automatically append applications with reports from leading agencies such as D&B and Experian; credit insurance data from Coface and Euler Hermes; or public financial data from Yahoo! Finance. Initiate automated email communication with banks and trade partners for reference checks. All of this information in one place helps you take timely and accurate credit decisions.
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Expedite credit decisioning with configurable approval and communication workflows
Enhance existing credit operations and incorporate workflows for customer on-boarding with seamless integration of online credit applications into any ERP including SAP, Oracle, MS Dynamics, Infor, Sage, and other legacy systems. Communicate decisions on credit limits with your customers with the click of a button.
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Improve customer experience with easy to use application UI
Make it easier for your customers to place credit requests, submit application data, and collaborate for additional information with an easy to use web and mobile based application.
Four simple steps to onboard customers
Share a link with your customer via email
The sales rep or credit team initiates a new application, and the customer receives a link to a customized online credit application form in the language and currency of their business.
Capture complete and accurate credit information
Customers submit the online application form; attach financial statements, tax-exempt certificates, and credit references; and e-sign it. System checks for incomplete data and enables seamless integration of online credit applications into any ERP including SAP, Oracle, MS Dynamics, Infor, Sage, and other legacy systems
Aggregate credit information and perform electronic credit reference checks
AI-enabled credit data aggregation engine gathers credit bureau reports, insurance data, public financials, risk, and payment ratings, and an automated email communication is initiated with banks and trade creditors for reference checks.
Process the application with user-configurable collaboration workflows
The customer file is now credit decision-ready, with all the backup information. Approval workflow enables swift routing to other decision makers and decisions on credit terms and limits are communicated with the customer through correspondence workflow.
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