Credit Manager

Collenda Credit manager

Risk management for customer portfolios with interfaces to credit agencies and credit insurers.

Credit Management
Tool from Collenda

The Credit Manager can already be used in a company's sales department. The assessment of the creditworthiness of interested parties and new customers can be carried out by obtaining credit reports even before the customer has invested.

The monitoring of existing customer relationships requires uncomplicated access to external creditworthiness information. The fully integrated interfaces to credit agencies and credit insurers enable comprehensive and system-supported monitoring of your portfolios, including automated monitoring if required. This eliminates the need for manual address entries in the various portals and the data contained is processed directly. This external information can be made available for enriching the internal key figures for use in scorecards and analyses. 

Composite structures

Whether individual companies or complex group structures, the consolidation of customer accounts into risk alliances offers scope for cross-customer risk assessments.

Flexible process control

An individually configurable workflow design allows you to automate a sequence of work steps based on your business processes.  Routine activities such as the limitation of credit limits, receipt of late reports from credit agencies or limit adjustments from insurers are directly assigned to the customers and displayed to the clerks via resubmissions.

Communication

The integration of the e-mail module enables a central communication with the customer, the sales department or external service providers. Furthermore there is the possibility to create call notes. Thus, you always keep track of who was in contact with the customer when and what the current status is.

Limit requests

The limit request process integrated in ABIT can be approved using various authorization scenarios. A history is created so that an application history remains traceable.

Integration into the system landscape

The data supply for the customer and document imports takes place via standardized import formats which can be adapted to your needs if required. A derivation of information is also available to you.

Integrated portfolio overview

To view the customer portfolio, the CreditManager integrates a portfolio overview, which can be filtered according to various criteria. At the touch of a button, you can find customers with the highest outstanding accounts or customers with the highest risk class.

Further and customer-specific evaluations

Based on the data available in the CreditManager, the ReportManager can be used to design your reporting at company and group level according to your needs. By the compilation by Drag & Drop meaningful reports arise. Due to the modern user interface the creation is intuitive.

Your advantage

Act proactively, keep the overview and concentrate on the essentials - your customers.

advantages

Key advantages Credit Manager

  • Relief from routine activities
  • Central communication platform with the customer
  • Freely generated scorecards and workflows
  • Integrated and historical limit application
  • Monitoring of risk units
  • Integrated information and insurance enquiries
  • Portfolio overview to display the customer base
  • Multilingual & multi-currency capable
  • Multi-client capable
  • Modern, web-based application
  • Administrative user and authorization administration

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