Automotive

Reliance on outdated credit data lost this business $25,000

Industry

Wholesale

Use Case

Access Approve and Access Monitor

Result

Confidence to trade safely

“With so many disparate data sources, it’s easy for businesses to miss important information that impacts creditworthiness. Our bureau-agnostic solution gives clients the full risk picture, instantly.”

Business Summary

A wholesaler of building supplies recently turned to Access Intell for help. The business provides trade credit to a wide range of customers and had been relying on the ad hoc purchase of credit reports from a bureau to make account application decisions.

The Challenge

This business approached Access Intell after losing $25,000 in bad debts to a new trade creditor. They had relied on outdated information from a credit bureau to make the decision to extend credit. Unbeknownst to them, the creditor had multiple recent defaults listed with another bureau. If known, this would have resulted in a declined application.

They were wary of extending trade credit to new customers but also conscious of the need to grow their business. They were looking for a better way to manage credit risk via a solution that provided reliable data.

The Solution

They reached out to Access Intell for help in assessing new customer creditworthiness and also ongoing monitoring for signs of risk. Their goal was to receive the most complete data picture, with timely updates of customer changes.

The Access Intell team developed a customised online trade application that was fast and easy for both customers and their finance team. A summary that aggregates all the information needed for assessment is instantly presented, with the detail and information source provided to give assurance of credibility. We also customised a strict automated approval workflow, providing a clear decision-making process suited to their risk profile.

They also began using our Access Monitor product, uploading their aged trial balance each month to continuously monitor their customers for risk of late payment and insolvency.

The Result

The client was thrilled with the instant dashboard of where their risk lies, with alerts of changes to risk bringing peace of mind to continue trade.

Of particular importance was the diverse range of data available in Access Monitor, and the multi-bureau approach which provides a full picture of risk information.

With so many disparate data sources, it’s easy for businesses to miss important information that impacts creditworthiness. Our bureau-agnostic solution gives clients the full risk picture, instantly.

Lynne Walton

CEO and Founder of Access Intell

Manage your creditors with the full risk picture

Our leading-edge products create an integrated process for every stage of the customer life cycle, from online trade applications and PPSR through to ongoing risk monitoring. Reach out to learn more.