Unlock the Intelligence Hidden in Your Accounts Receivable

In the follow-up to our popular Ledger Insights webinar session, learn how to dive deep into your A/R portfolio to unlock new intelligence.

Missed us live? Watch the recording now!

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What to expect:

Is your A/R portfolio keeping secrets? 

Accounts Receivable data is much more than a record of outstanding invoices. When you include payment data in your credit toolbox, your view of your customers becomes wide-reaching and balanced, helping you to quickly make intelligent business decisions. 

We'd all love to have a crystal ball that tells us whether a customer will start paying late or go out of business. And while we can't exactly give you that, we also know that payment data is the next best thing. It's already hiding in your AR portfolio: we'll show you how to use it.

In this webinar, you'll learn:

  • How to better understand customer behavior by looking at trends in payment data
  • What it means to shift from a reactive to a proactive collections process – and how to do it
  • How to use Ledger Insights to drill deep into your AR portfolio

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About the Speakers

Leo Lichman

Leo Lichman, Partner Relationship Manager

Leo Lichman currently serves as Partner Relationship Manager for Creditsafe within the US trade business unit.

Leo is a credit professional with over 10 years of experience in the financial services industry, specializing in credit risk management and customer success. Leo’s experience includes expertise in project management , training, along with process development. Leo is recognized for his data-driven approach to create insights to optimize credit decisions, enhance operational efficiency, and minimize risk.

Leo is very passionate about serving customers, while prioritizing building strong, lasting relationships. He is highly sought out as a subject matter expert offering credit solutions that align with both business goals and customer needs. 

Yessine Alvarez

Yesinne Alvarez, Creditsafe
Manager of Partnerships and Alliances

Yesinne Alvarez is Manager of Partnerships and Alliances at Creditsafe and supports the Trade Data Team with deep cross-functional expertise.

With extensive experience in Relationship Management, Project Management, and Business Development, Yesinne brings both authority and trust to her role. Her background includes senior roles in recruiting and strategic development for Fortune 100 companies.

A recognized expert and respected thought leader in the Credit to Cash community, Yesinne has frequently spoken at industry events and served in leadership roles, reinforcing her trusted status in the credit and finance space.