1 Day “Sales to Shipment” with Credit2B ECOS™
80% faster “sale to shipment” with 90% less labor, usually ready for approval in just hours.
Simply put, we zeroed-out all the time, frustration, hassle and work to get from “sale to shipment” with our revolutionary approach to customer onboarding with our fully automated Customer Credit Application – Credit2B ECOS™
- The Sales Rep finds a new customer, and gives them a link to a New Account Application on Credit2B ECOS™.
- The Customer. The customer fills out the comprehensive online application, e-signs it including any contracts and your business terms, and clicks “submit”.
- The ECOS Process. ECOS, with AI and robotic processes, verifies the business, history and public filings, bank and trade references, financial metrics, a credit bureau report, risk and payment ratings, and recommendation. An optional analyst opinion is always available.
- The Credit Decision. A digital Credit File is in your inbox awaiting a credit decision. With configurable workflow, the Summary and File can be routed to other decision makers, for approval or other handling.
ECOS™ eliminates all the emails, faxes, telephone tag, paper, backlogs, follow-ups, and delays. Further, because of our proprietary methods, we are achieving unheard of reference compliance from the banks and trade creditors.
The ECOS™ Dashboard tracks all applications and monitors the customers for changes, and will update the customer information annually at your request.
More Features
The ECOS™ workflow manages the onboarding process from point of sale to a decision.
- Your own brand, and better customer service
- 80% faster sale-to-first-shipment cycle
- Eliminate 90% of manual input and errors
- Integrate workflow with credit policy and customer data
- Management dashboard for tracking all new customers
- Verified bank and trade references included
- Capture customer financials and score automatically
- Get customer e-signatures on the application, contracts, guarantees, etc.
- ECOS™ produces a complete online credit file, with e-credit application, credit report, references, decision support.
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To request a free consultation:
Call: +1-212-279-3300 or
