(FREE) AI In Credit: Strategies For Quick Wins

Recorded On: 10/01/2025

This on-demand webinar is available for 14 days after purchase. 

Credit teams are under pressure to move faster, with fewer resources and higher expectations. AI isn’t just a buzzword—it’s a set of tools you can apply today to make your credit process sharper, faster, and more informed. In this session, we’ll cut through the noise and share practical strategies that credit professionals can start using immediately.  

Key Topics:  

  • Automate manual tasks like applications, trade references, and monitoring
  • Spot early signals of financial stress before they become write-offs
  • Use AI assistants for quick portfolio insights and credit policy support
  • Build a playbook of “quick win” use cases that save time and reduce risk

Speakers

Jordan Esbin, CEO, Credit Pulse

Profile of Jordan Esbin' bio photo

Jordan has a proven track record of helping Fortune 500 companies design and execute robust risk management programs. With expertise in credit, financial reporting, reputational, and political risk, he now brings his experience to the credit space through Credit Pulse, an AI-driven platform revolutionizing credit risk management.

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AI In Credit: Strategies For Quick Wins
Open to view video.  |  33 minutes
Open to view video.  |  33 minutes Credit teams are under pressure to move faster, with fewer resources and higher expectations. AI isn’t just a buzzword—it’s a set of tools you can apply today to make your credit process sharper, faster, and more informed. In this session, we’ll cut through the noise and share practical strategies that credit professionals can start using immediately. Key Topics: Automate manual tasks like applications, trade references, and monitoring Spot early signals of financial stress before they become write-offs Use AI assistants for quick portfolio insights and credit policy support Build a playbook of “quick win” use cases that save time and reduce risk
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