Tired of the Cumbersome
Credit & Risk Assessment Process?
bSure is a Cloud-Based Credit Management Solution that Automates Customer Credit Review Processes.
bSure helps organizations assess and manage customer credit worthiness, enabling near real-time critical business decision-making by providing visibility into customers’ A/R. bSure’s end-to-end automation of credit review processes enables organizations to eliminate paperwork, drive efficiency through seamless workflows, improve collaboration, and expedite the review of customer credit information and documentation.
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bSure Features
Automated Workflows
Credit analysis and review; multi-level workflows; credit limit management, audit trails
Customer Accounts
Ease of access; comprehensive search; quick visibility into high-impact customers
Collaboration
Discussion boards & messages, task assignment and tracking; multi-function collaboration
Security
User profile management authentication; authorization
Integration
Integration with credit bureaus and ERP for seamless process
Reports & Dashboards
Executive dashboards for high-level visibility and decision making
Configuration
All attributes tied to an account; configurable account hierarchy; configurable workflows
Repository
Streamlined, structured repositories of financial details
What Can bSure Do For You?
- Automate your entire credit review process.
- Make critical credit decisions in real time.
- Identify high-profile customer account and manage credit lines.
- Gain seamless access to information across CRM systems, credit bureaus, ERP systems and other external systems.
- Get reports and dashboards for increased visibility and easy decision making.
- Establish cross-functional and cross-geographic collaboration.
- Minimize risk to your A/R.
bSure’s Key Benefits
- Anytime / anywhere accessibility
- Streamlined workflows and reduced paperwork
- Efficient account management through real-time collaboration for critical credit decisions
- Timely implementation of all decisions related to customer credit
- Quick access to audit trails for key customer reviews
- Efficiency and savings due to reduced manual paperwork
Big Problems? Real-World Solutions.
Consumer packaged goods
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Case Studies
CONSUMER PACKAGED GOODS
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Case StudiesWant to automate your credit review processes?
Lakshmi leads the bSure service team for one of Vertex’s largest customers. She ensures bSure’s near 24/7 availability and high level of customer satisfaction. As the conduit between the customer team and Vertex’s developers, she handles all bSure related updates and enhancements, transforming business needs into productive solutions. “Customer-first” is her mantra. At leisure, she spends time with her family watching movies and listening to music.
Inspire. Innovate. Implement.
