(FREE) Assessing SMB Credit Worthiness - Faster, Smarter

Recorded On: 12/03/2025

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

Evaluating small and midsize businesses has always been a challenge. Increased new business formations, changes in trade terms, frequent ownership and location changes, and thin or missing credit histories make assessing credit risk harder than ever.    In this session, we’ll explore the key components every credit team should consider when evaluating SMBs.    What You’ll Learn: 

  • Credit assessment must-haves: Learn how to use different data points, such as bureau reports, trade references, and more to set fair and profitable credit limits for SMBs. 
  • Real-time insights: Strengthen credit decisions using real-time bank and cash-flow information. 
  • Continuous credit monitoring: Build a data-driven credit operation that provides you with up-to-date customer information. 

Join us to learn actionable steps that can help your team onboard new SMBs faster with greater accuracy and confidence. 

Speakers

Nuvo

Profile of David Fulham' bio photo

David Fulham is a seasoned professional with a diverse background in business operations, corporate development, and partnerships. With experience in prominent companies such as Nuvo, Jobox.ai, The Motley Fool, and Link Group, David has successfully led various initiatives including acquisitions, market analyses, and business growth strategies. Their educational background includes degrees in Political Economy, Spanish and Latin American Studies, as well as certifications in Lean Six Sigma and Design Thinking. David is known for their ability to drive digital payment platform implementations, manage relationships with clients, and facilitate strategic deals exceeding $1.5bn.

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Assessing SMB Credit Worthiness - Faster, Smarter
Open to view video.  |  33 minutes
Open to view video.  |  33 minutes Evaluating small and midsize businesses has always been a challenge. Increased new business formations, changes in trade terms, frequent ownership and location changes, and thin or missing credit histories make assessing credit risk harder than ever. In this session, we’ll explore the key components every credit team should consider when evaluating SMBs. What You’ll Learn: Credit assessment must-haves: Learn how to use different data points, such as bureau reports, trade references, and more to set fair and profitable credit limits for SMBs. Real-time insights: Strengthen credit decisions using real-time bank and cash-flow information. Continuous credit monitoring: Build a data-driven credit operation that provides you with up-to-date customer information. Join us to learn actionable steps that can help your team onboard new SMBs faster with greater accuracy and confidence.