Financial Risk Management
Pipefy’s Financial Risk Management template was designed to support decisions related to the selection of customers with whom to work, improving agility and efficiency in the decision-making process and preventing pending credit with customers on default.Use template now
See how this template is structured. As this is just an example, you can customize it.
- Organization’s name
- Identifying document
- Contact number
- Process ID
- Evaluation for potential client’s of debt paying capacity based on credit records.
- This step ensures that you minimize the risk of having pending credit with default clients.
- Credit analyst
- Payment method
- Credit card installment
- Bank transfer
- What is the credit analyst’s suggested credit limit?
- Does the organization have any legal payment restrictions?
- Is the credit amount suggested by the analyst approved by the Finance Department?
- Maximum approved credit amount
- What is the biggest credit amount approved by Finance Department?
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