Credit Management
Credit Strategy
With involvement right at the front end of the credit management cycle, we can work
with you to improve your business in the following areas:
- Credit management policy – using our commercial experience we can work with your
business to define policy to be followed,
develop risk acceptance criteria, review current credit operations, provide frameworks to expand into new markets and improve
current DSO performance
- Customer ledger portfolio risk review – utilising our world class business information
sources and trading experience, we can review your current ledger, assess
the level of risk within it, and deliver a plan as to how that risk can
be reduced.
Your ledger portfolio risk can be managed going forward as part of our Credit Management
managed service module.
Credit Management Service - OptiRiskManager
We offer a fully web enabled managed service accessed via a secure portal.
This service provides all the international credit management functionality your company will
need to effectively manage the credit risk within your sales ledger.
Services include:
- Customer ledger portfolio risk review and through life monitoring
- Credit limit status review across your whole ledger, in real-time and with drill
down capabilities
- Customer acquisition and existing customer credit checking, supported by world leading
business intelligence
- Ability to request credit decisions or credit recommendations, depending on the
service required
- Welcome call and introduction for your new customers to ensure terms of trade are
fully understood. This service is available on a non-disclosed or disclosed basis
You can access our demo portal here
The Quote to Cash Cycle
Click here to calculate how your business will benefit
from an accelerated cash flow
Benefits
- Snapshot view of risk at different points in time
- decision recommendation by experienced commercial professionals
- managed and reduced risk across ledger
- through-life monitoring
Features
- fully web-enabled management reporting metrics
- real-time data available 24/7
- drilldown capabilities to individual customers
See the Portal in action for yourself - click here for a real-time demo!