Business Intelligence Lab

Credit policies are living documents that affect far more aspects of company operations than the onboarding of new customers or extending of credit.  

Find out how other businesses from across various industries view their credit policy, use it on a day-to-day basis, and leverage it to advance the overall company objectives while keeping an eye on cash flow, customer relationships, and profitability. Ask questions, listen in, and share your thoughts as we talk to a panel of credit and financial professionals.  

Here are some great resources that were mentioned in the webinar:

• 5 Steps to Create a Robust Credit Policy
• Watch the other webinars in our Credit Policy Series

You know that your company’s credit policy shouldn’t be a dusty old document stuck away in a folder somewhere. But having it available and referencing it every day is inefficient and frankly annoying.

Join us as we discuss the ways credit decisioning can be automated. That way your credit policy is imbedded as the foundation of your process and can help you be more effective, accurate, and efficient rather than being an extra task to add to your workload.

Here are some great resources that were mentioned in the webinar:

• Learn More About Monitoring
• Learn More About Automation with Decision Engine 
• Credit Policy Webinar Series Page

At its core, your company’s credit policy is designed to ensure that your customers are in the best possible position to purchase or distribute your products or services. But is that what it is doing?

In this webinar, we will be discussing best practices for how to incorporate due diligence into your credit policy. What does due diligence truly mean, how does it inform your onboarding process, how does it affect your long-term accounts, and how can it help further the overall company objectives? Join in the discussion to learn from your peers and add your thoughts to the mix.

Here are some great resources that were mentioned in the webinar:

• Learn more about Monitoring
• Credit Policy Webinar Series Page 

Most companies have a specified credit policy. But how can you be sure it is optimized to maximize the opportunities you have while minimizing your risk?

Join us to discuss:

• What makes a truly Top Tier credit policy
• How to optimize your credit policy to balance opportunity and risk
• Implementation and buy-in best practices to make your credit policy as effective as possible
• And so much more

Here are some great resources that were mentioned in the webinar:

• Learn more about Monitoring
• Credit Policy Webinar Series Page