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Digital Credit: Onboarding the Customer

This video focuses on the front-end of the OTC process – Credit Management—which is critical in managing the credit risk and improving supply chain efficiency.

This discussion includes two critical process components:

  • Going digital on the customer on-boarding process, and,
  • Setting your order management in autopilot with the right credit controls.

Learn how Automation, Analytics, and AI can modernize your credit department with mobile credit applications, digital credit checks, automated scoring and credit decisions, advanced analytics, and an AI-powered digital credit assistant. We also discuss the digital credit transformation at Walters Wholesale Electric, a leading electrical equipment distributor.

Who should watch: CFOs, finance officers, shared services specialists, treasury managers, accounts receivables leaders, credit agents, and cash applications managers.

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