October Innovation Roundup

What's new in Onboard and Manage​

Learn about the latest features and innovations powering your credit assessments and risk management

ONBOARD

Smarter email drafting, earlier applicant verification to reduce abandoned applications, and more trusted director data help you onboard customers faster without sacrificing security protections

ApplyEasy
Coming soon

Draft personalised applicant emails in seconds

Generate tailored customer communication from a simple AI instruction, reducing manual editing while helping teams send faster, more consistent and relevant emails to prospective trading partners.

ApplyEasy
Coming soon

Reduce abandoned applications and enhance applicant verification

Capture verified applicant details at the start of the application process, making it easier to recover incomplete applications, reduce duplicates, and document validated emails for 2FA authentication.

ApplyEasy
Coming soon

Stronger privacy and more trusted director data

Protect sensitive director information while verifying applicant details against official records, helping improve data quality and confidence in onboarding decisions.

ApplyEasy
Just released

Share supporting documents with ease

Include additional application documents on outgoing emails, helping customers and stakeholders access relevant information without logging into the platform.

ApplyEasy
Just released

Find applications more easily with internal search criteria

Search applications using information stored in decision fields – such as account identifiers or notes – making it easier to locate and manage applications quickly.

MANAGE

New features in Debtor Management help you act swiftly when risk changes to send reminder letters with confidence and consistency

Debtor Management
Just released

Edit, send, and track formal reminder letters directly in CreditorWatch

Take action on your overdue accounts faster, all from CreditorWatch. No more downloading and manually editing letter templates – select and email pre-filled letters to your most at-risk customers directly from CreditorWatch, saving time and creating a trackable record of debtor communication in the same place you monitor risk changes.

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