(FREE!) How Smart Credit Managers Turn Paper Trails Into Profit Tales

Recorded On: 02/25/2025

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

Validating credit history and payment patterns is becoming increasingly complex, especially when traditional methods—such as faxed, emailed, or mailed bank references—go unanswered. Without sufficient financial data, assessing creditworthiness can be challenging, potentially impacting business decisions.

This 30-minute session will explore how digital bank references can streamline credit evaluations, improve response rates, and enhance risk management. Paul Medlin, Sales Manager, will discuss:

  • The advantages of digital bank references for faster, more reliable credit assessments
  • How digital tools help credit managers prevent fraud, set accurate credit limits, and mitigate risk
  • Strategies for improving response rates from financial institutions
  • Real-world examples of credit managers successfully integrating digital processes 

Join us to learn practical solutions for modernizing credit assessments and ensuring access to the financial insights you need.

About the Speaker

Paul Medlin, Sales Manager, Thomson Reuters® Confirmation

Paul Medlin' bio photo

With over 22 years of experience, Paul Medlin is responsible for guiding clients of all sizes to profitable technology solutions, with a core emphasis on Financial Services and the Fortune 500. He's dedicated to making sure Thomson Reuters customers in North America experience peak efficiency and security through the Confirmation platform.

Originally from Duluth, Minnesota, Paul now resides in Excelsior, Minnesota, and enjoys activities such as boating, fishing, golfing, and cross-country skiing.

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How Smart Credit Managers Turn Paper Trails Into Profit Tales
Open to view video.  |  21 minutes
Open to view video.  |  21 minutes Validating credit history and payment patterns is becoming increasingly complex, especially when traditional methods—such as faxed, emailed, or mailed bank references—go unanswered. Without sufficient financial data, assessing creditworthiness can be challenging, potentially impacting business decisions. This 30-minute session will explore how digital bank references can streamline credit evaluations, improve response rates, and enhance risk management. Paul Medlin, Sales Manager, will discuss: The advantages of digital bank references for faster, more reliable credit assessments How digital tools help credit managers prevent fraud, set accurate credit limits, and mitigate risk Strategies for improving response rates from financial institutions Real-world examples of credit managers successfully integrating digital processes Join us to learn practical solutions for modernizing credit assessments and ensuring access to the financial insights you need.
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