What is Red Flag Onboarding?
To onboard a new customer, if it’s a cash account or a credit account, there several steps you need to do including collecting data, verify registration and check for bankruptcy/defaults. If you are considering a credit account, you should also add risk assessments or prediction models. Red Flag Onboarding provide you a modular and automated system that keeps you safe, on top of your flow and will make your clients happy.
Red Flag Onboarding includes:
Works With
- ASIC verification
- Company and contacts details
- Automate creation of clients in your cloud accounting system
- Trade references verification
- Signed agreement and Terms of services using your own templates
- Credit reports
- Trade Credit Insurance
Why Does it Matter?
Even if you are not considering the time waste and efforts to onboard manually. Operating on credit is a necessity, that your competitors may provide and by that getting your business. Risk has become an essential part of doing business, but do you have the tools to assist the risk and keep you safe?
How does it help you?
Automated check for defaults/bankruptcy
Offer the best possible credit terms to your customers, without the risk.
