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Challenge

Inefficient customer onboarding leads to delays in cash flow.

No one likes onboarding customers via email exchanges. Manual processes cause backlogs, errors, and inefficiencies— resulting in poor due diligence and a disruption in cash flow.

41

%

Of accounts receivable (AR) professionals say their biggest focus is developing stronger customer relationships from the start. 1

Bad onboarding experiences can damage customer relationships. AR teams know that communicating efficiently and building rapport can help improve payment timeliness and reduce outstanding balances.

1 National Association of Credit Management (NACM)

$

1

M

Potential annual revenue loss attributed to not collecting sufficient customer information at onboarding. 2

According to a poll by the National Association of Credit Management and eNews, 27 percent of companies lose more than one million dollars in revenue yearly due to the inability to obtain adequate customer information.

2 National Association of Credit Management (NACM)

47

%

Of accounts receivable teams use email to onboard customers and process credit applications. 3

The National Association of Credit Management conducted a survey asking what technologies AR teams use. Throughout the survey, AR teams stated their organizations still relied on manual processes.

3 National Association of Credit Management (NACM)

Solution

Transform your customer onboarding with configurable workflows and automated assessments.

Say goodbye to complicated setups. With apexanalytix’s customer-facing onboarding solution, you can streamline customer onboarding and stay compliant with configurable business rules, digital approval workflows and thorough validations.

 

Our robust data validation tools help you collect and verify customer information quickly, perform essential credit checks, and even monitor additional risks like being on a prohibited list.

 

Additionally, you can design approval workflows that fit your business and segement-based rules to create an onboarding process that perfectly matches your company’s requirements.

Registration_monitor_BG

Know who you are doing business with.

Credit is risky business. Enhance your due diligence and gain visibility to help your team decide if a customer is a financial liability.

Screen for Risks

  • Screen for Risks

  • Verify Financial Health

  • Faster Onboarding

Screen for Risks

Integrate with over a thousand external data sources, including global governments’ prohibited lists, regulatory bodies, and authoritative third-parties.

Verify Financial Health

Determine a customer’s creditworthiness with credit checks, bank references and verification of bank account standing.

Faster Onboarding

Don’t wait to do business. Experience a streamline, automated onboarding process that protects your company and ensures customer due dilligence.

Features

A better onboarding experience.

apexanalytix delivers an alternative to time-consuming and error-prone manual onboarding processes. Your customers can complete registration in their language through a simple, elegant web page branded with your company's logo.

Secure

All-in-one Secure Portal

Avoid onboarding via email, which is time-consuming and easily compromised. Instead, use a secure online portal with your company logo, to allow your customers to register, submit financial information, upload documents, communicate with staff and go through approval workflows.

Report

Automated Credit and References Check

Make the credit decision process faster with automated bank and trade reference checks and a native integration with credit bureaus, allowing you to pull credit scores within your portal.

Validations

Real-Time Data Validation

Verify customer information as they enter it. Tax numbers, addresses, and more can be captured, validated, and approved in real-time, ensuring accurate information is transferred into your ERP systems.

Data Quality

Robust Regulatory Validations

Take your due diligence to the next level and eliminate risks by screening customers against over a thousand external data sources, including global governments' prohibited lists, regulatory bodies and authoritative third-parties.

Workflows

Automate Approval Workflows

Create multiple approval workflows with different criteria to ensure due dilligence and compliance across your entire customer base​.

Onboard

Client-Specific Policies

Make it your domain: Uploading your customer master data, documents and policies-- together with our pre-configured business rules, allows you to create a customer onboarding experience tailored to your company's needs.

Dashboard

Pre-configured Global Business Rules

Utilize over 800 fields and 300,000 built-in business rules to easily customize and gather the information you need to onboard your customers and decrease financial risk.

Geographic

Global Capabilities

We can support your global workforce and international customers by providing them access to your portal in their language. We cover 98 percent of global trade languages.

Integration 02

ERP Integration

After the customer enters their information into your portal and is verified and approved, it can be automatically transferred into your ERP with our foundational agnostic technology, which allows integration with almost any platform.

Third-Party Risk Management

Countless layers of protection in one platform.

Threats are complex and constant. apexanalytix offers end-to-end risk management solutions to give you maximum visibility and control. Auto-sense, filter, and act before they become disruptions.

Learn more
risk_banner

As seen in Gartner's Market Guide.

Gartner lists 7 key risk factors. We manage all of them.

Read Gartner's Market Guide for Supplier Risk Management Solutions
The-2023-Gartner-Market-Guide-for-Supplier-Risk-Management-Solutions
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Ready to Roar?

Fill out our contact form and we will be in touch shortly to discuss how the apex platform can solve your supplier onboarding problems.

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