How to get financial information about your customers?

Like any issue, customer risk management requires a rational approach based on information on which the relevance of the analysis depends. What information is useful and where can I find it?

Financial reporting and credit management

Find our tutorial on the different types of financial and behavioral information to get for effective credit risk management.

What is an effective credit risk management? It depends on having a process in place to identify potential credit risks and then using payment terms and tools to make them acceptable in the aim of developing turnover while maintaining profitability; and cash flow of the business.

Get quality and sufficient information about its prospects and customers is the essential first step in this process.

Read our tutorial: learn about your customers!

Date: 06-15-2023 - Author: Bertrand Mazuir

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