MFM and Creditsafe Lunch & Learn Series

September 9
1pm ET/12pm CT

What to Consider When Automating Your Credit Application Process

Overview:  This session will walk you through what you may want to think about and plan for if you  are looking to add automation or fully automate your new customer credit application and approval Process.  The presenters will cover what questions to ask, what technology is available in the market, should you do it internally or use a third party provider and how to measure and report on success and Return on Investment.

• Scott Garger, Enterprise Account Manager, Creditsafe US
• Leo Lichman, Partner Relationship Manager, Creditsafe US 

This session is not CPE eligible.

Deadline to Register: September 8
Details on participation will arrive on September 8.

September 17
1pm ET/12pm CT

Options for Automating your Credit Approval & Review Process

Overview:  Are you thinking about getting on the automation train? Is part of your mandate to look for ways to increase efficiency in the finance, Credit and Accounts Receivable functions? If so, this session will address how implementing an automated Credit decisioning tool can improve your initial approval process or perform continuous monitoring of active accounts to protect your Accounts Receivable or to help prioritize your collections efforts.  We will talk about credit scoring and from a simple plug and play option to more comprehensive  score cards tailored to your company’s needs or to address diverse customer base or sales channels. 

• Scott Garger, Enterprise Account Manager, Creditsafe US
• Yesinne Alvarez, Partnerships & Alliances Manager, Creditsafe US

This session is not CPE eligible.

Deadline to Register: September 16
Details on participation will arrive on September 16.

September 23
1pm ET/12pm CT

Automating Data Integration-How to Add Business Data into Your Existing Marketing, Sales and Customer On-Boarding Systems

Overview:  Are you planning to automate data elements into your customer onboarding and approval process? Would you like to add more business information data to your Marketing/CRM system, sales pipeline system and Credit application or customer approval workflow? This session will cover the basics of integrating business data into your existing systems. The presenters will show you how it works, what to expect, what questions to ask and unique ways to integrate business information to add more value to the systems and platforms you already have. This session is not full of technical jargon but will give you an explanation of some of the terminology that may come up as you consider data integration.

Questions? Contact [email protected]