Customers, Connection, & Compliance
B2B fintech software company Serrala and Global Business Intelligence Experts Creditsafe have joined forces to bring you three webinars designed to show you how to better understand your customer, integrate your data, and manage your risk.
All of the webinars are completely complimentary and will be focused on discussing the topics with the audience, so be prepared to learn, ask questions, and build your professional knowledge.This webinar series is most relevant to:
- Finance/Credit managers interested in learning about automation best practices
- Legal/Compliance executives interested in data sources that can be integrated directly into SAP
- CFOs/CTOs interested in decision making and risk management automation
Webinar #1. Know Your Customer
In a volatile economic environment, knowing who you are doing business with is of utmost importance. Strong data, business intelligence, and financial insights are the keys to understanding your domestic and international customers. In the first webinar of our series with B2B fintech software experts Serrala, we will explore:
- How you can optimize the information available to you
- How to better know your customers
- Analyze customer payment behaviors
Time: September 22, 2020. 2pm EST / 11am PST
Webinar #2. Connecting Creditsafe with SAP
In the second part of our joint webinar series with global credit agency Creditsafe we discuss how you can integrate credit reference data directly into your SAP system. Thanks to intelligent integration valuable credit data is made available in real-time within your system for all your credit management follow-up processes: credit risk scoring based on internal and external data, determination of credit risk category and credit limits, and credit limit decisions and evaluations.
Find out how you can benefit from integration data from Creditsafe in SAP with an agile and flexible solution:
- No need to retrieve data from online portals manually – the data comes to you
- Visibility at all time – customer risk monitoring and alert functions recognize any status changes
- Comprehensive reporting and documentation of all retrieved credit data
Time: September 24, 2020 2pm EST / 11am PST
Webinar #3. Compliance and Risk Management
Assuring compliance and implementing proper credit risk management strategies are difficult in the best of times. In the final webinar of our series with B2B fintech software experts Serrala, we will discuss the best practices, common pitfalls, and tech advancements that can keep your company compliant and improve your overall financial risk management. This webinar will focus on:
- Practical ways you can implement and integrate solutions
- Creating an overall strategy
- Specific compliance and risk management efforts
Time: August 26, 2020 2pm EST / 11am PST
Principal Solution Architect: Serrala
Michael Kohler is a Principal Solution Architect with Serrala, a global B2B Fintech, creating more secure global payments capabilities for every enterprise. Michael has been working in the credit risk management field since 2009. His present and previous roles have given him unique insight into best practices in managing credit and compliance risks as well as collections operations for businesses of various sizes and industries. Michael has led and delivered a number of complex international solution implementation projects for global corporations around the world. In his current role with Serrala as a solution Architect, Michael's main focus is on analyzing organizations' needs around credit risk, compliance, and collections management and translating them into software solutions that are both user-friendly and aligned with the trends in an ever-changing environment.
Managing Director: Creditsafe USA
Mark Edwards is the Managing Director of Creditsafe USA and a registered Global Credit Professional with a history in business information. He has years of experience in portfolio management, credit and risk solutions, and business development.
US Product Manager: Creditsafe USA
Bridget Pearson is the Creditsafe USA US Product Manager where she is primarily responsible for the planning, development, and deployment of all functionality and data changes within the products on the Creditsafe web portal. Bridget has a background in product management across a variety of industries and is a ceaseless advocate for user focused solutions that turn customers into fanatical fans. Outside of work Bridget enjoys investing in her health and fitness, party planning for friends and family, or trying her hand at new hobbies like gardening and learning guitar.
Consumer & Compliance Partnerships: Creditsafe Group
Chris Hutchings is Creditsafe’s expert on all things compliance and has been in the industry for 7 years. This ranges from identity verification to PEP and sanction screening. He carefully studied the new and existing AML and sanctions screening legislation to make sure our customers stay are ahead of the competition when it comes to AML or KYC. When not battling for compliance understanding Chris has compiled an impressive boxing record of 5-0.
Brand Engagement: Creditsafe USA
Nathan Kolb brings a deep experience to strategic leadership with a background in sales, marketing, tactical planning and operations, project planning and management, and business developmental growth.