Featured Customers
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.
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.
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.
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.
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.
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
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.
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.
