December 14, 2021

The County Line 

6500 W. Bee Cave Rd 

Austin, TX 78746

How AI can be the financial professionals best friend

"How to NOT lose your job"

It has become necessary for companies to explore the potential of humans and machines through a combination of scalable processes, automation, decision-making teams, and agile front-end teams. 

In 2021, the best-performing order to cash (O2C) solutions have leveraged artificial intelligence (AI) and machine learning (ML) to resolve issues that traditional platforms have been struggling to address - effective cash applications, forecasting cash, and credit patterns, and resolving customer issues. More companies are putting AI and ML at the core of their O2C strategy to analyze data on customer behavior, payment patterns, and order history to make useful predictions, such as likely delay in payments, the validity of customer claims, missing remittance values, or increased customer risk. 

Join this session by HighRadius, as we share a comprehensive yet fundamental understanding of leveraging AI and ML in order to cash. 

Key Takeaways- 

● Understand the areas in order to cash where you can deploy advanced technologies, like AI and ML, and how you can leverage them 

● Gain insights into a 4-step action plan for credit and collections managers to leverage AI-powered technology 

● Learn how AI can help prioritize high-risk customers for collections by predicting delinquencies 

● Find out how AI can help achieve timely and accurate credit decisions with proactive actions  

CONTINUING EDUCATION INFORMATION

* CPE Credit: 1 hour

* Prerequisite: None

* Course Level: Basic

* Advanced Preparation: None 

Kathleen Quill 

Enterprise Customer Value Manager HighRadius

Lucky enough to come over to the exciting world of SaaS fintech in 2018 after over 29 years of management in a not-for-profit trade association specializing in B2B credit & collections, management, and construction. Took prior organization, serving business credit grantors, from #5 in the country to #2, building a fiercely loyal member base with a full array of essential business credit & financial services, meeting services, products, and member relations.

Association business is like no other, requiring a unique blend of non-profit mindset and for-profit knowledge. It is not easy, but it IS challenging every single day.

Specialties: Strategic Planning, Credit practices, repackaging and repositioning, Business Credit, not for profit governance & best practices, Board of Directors best practices and governance policies, member services, government involvement on behalf of credit granting B2B businesses, development of products and services for the B2B sector.

Now, as a Customer Value Manager at HighRadius, I get to help our clients reach their financial objectives faster & efficiently, using cloud software solutions that are recognized as best-in-class.