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10 Elements of Automation for Transforming to Digital Credit Process

Making faster and smarter decisions, doing more with less, minimizing risk and improving cash flow are all directives for the modern credit department and necessary for good working capital management. The team wants to comply, but how do they achieve their goals when additional headcount is not an option?

Download this complimentary e-book to learn how transforming to digital credit processes can streamline operations with:

  • Online credit applications,
  • Digital signatures,
  • Digital reference checks,
  • Integration with external credit agencies,
  • Custom credit scoring,
  • Rules-based credit limit granting,
  • Workflow approvals,
  • Automatic periodic portfolio analysis,
  • Analytics and dashboards, and,
  • Digital document storage.

We look forward to being a continued resource to you!

Should you have an urgent inquiry, please call us at 408-654-6575, or email at

- Team