Other examples of using Search & Assign AI! Tuesday, June 4 2024 Based on search criteria for at-risk customers or by defining other criteria dedicated to your needs, you have the ability to activate automatically:Interactive e-mailsLate payment penaltiesRecovery cost amountDiscretionnary Credit Limit (DCL, for... Read more »
Examples of strategies with Search & Assign AI Thursday, May 30 2024 Search & Assign allows you to setup automatic and instant assignments at the customer account level in My DSO Manager based on all the data available on your platform. By laveraging both human and artificial intelligence, Search & Assign enhances... Read more »
Announcing the Search & Assign AI Webinar on Friday! Monday, May 20 2024 We are thrilled to introduce a latest webinar about our new functionlaity of: Search & Assign: For those who appreciate the power of automation and detailed settings, this new functionality is a game-changer. Search &... Read more »
Upcoming webinar with Altares and AR24 : Which recovery actions for which customer profiles ? Friday, May 10 2024 In an increasingly connected environment, what are the most effective collection strategies to implement based on the profile of your customers? This is the question that our experts, as well as those from Altares and AR24, asked themselves. This... Read more »
Automatically assign your colleagues to customers accounts with Search & Assign AI Friday, May 10 2024 Thanks to Search & Assign, you can automatically assign your collectors to customers' accounts according to criteria defined and involve your employees in the collection process.Let's take an example: You want to assign a collector and/or associate... Read more »
How to assign automatically collection scenarios with Search & Assign AI? Monday, April 29 2024 To reach optimum performance and to confirm your company's credibility with your customers, it is recommended to adapt your scenarios according to your customer type and your recovery strategy. With this tip, we will take a look at how to set up... Read more »
Discover the new Search & Assign AI Wednesday, April 24 2024 Fans of elaborated and automated settings, don't miss what follows! The new Artificial Intelligence Search & Assign combines the flexibility of My DSO Manager and automation in order to create simple or very elaborate settings intelligently... Read more »
Display key comments from credit analysis on customer file! Tuesday, March 26 2024 Do you want to display key comments from credit analysis on the customer file? To do this, simply click on the little star next to your comment in the Risk report tab: The comment is now in bold to distinguish it from others. This will also... Read more »
What payment solutions are integrated with My DSO Manager? Thursday, March 14 2024 Credit managers strategically leverage digital payment portals or platforms during collection efforts to prompt clients to settle outstanding invoices. These platforms offer notable benefits, including convenience, efficiency, and security.Digital... Read more »
Customize and save your searches in My DSO Manager! Friday, March 8 2024 As the first step in an evolution called «Search & Assign», it is now possible to save your searches and personalized reports in your My DSO Manager platform. To do this, the menu has been slightly modified with the addition of a new tab to... Read more »