Securing revenue and banking the cash in Financial Services

 

Did you know your peers in Financial Services, Insurance & Real Estate have an average DSO of 52 days?

As financial firms face pivotal opportunities to shape the industry’s future – prioritizing digital transformation, ESG initiatives, innovation and increased efficiency – strategies that protect cash and empower finance teams are at the top of the agenda.

The ability to benchmark buyer behavior across peers, competitors, sectors and geographies can help you transform your order-to-cash process into a data-driven strategic advantage.

Sidetrade’s O2C Intelligence Platform tracks $114.4 billion in B2B transactions across 805,000 buyers of Financial Services. As companies look to adapt to new market dynamics, now is the time to focus on cash flow, reevaluate operational processes and arm your finance and client teams with the predictive analytics that your business demands.

See how your company is trending in your region against average DSO, payment terms and delay to pay with the Sidetrade Data Lake.

Explore Sidetrade’s data

Aimie IQ accurately predicts payment behavior of buyers in the Financial Services sector and recommend the best collection strategies based on Sidetrade’s industry insights

$114.4BN
VALUE OF B2B TRANSACTIONS
12M+
PAYMENT EXPERIENCES
805K
Financial Services Buyers Within Sidetrade’s Data Lake
+57%
Productivity Boost from Aimie’s Recommendations
 

OPTIMIZING WORKING CAPITAL IN THE FINANCIAL SERVICES SECTOR IS KEY

Sidetrade’s O2C Intelligence Platform streamlines the Order-to-Cash process and improves the credit management efficiency of Financial Services companies by automating repetitive tasks and benchmarking how their customers pay against the wider industry. Aimie IQ proposes the most effective actions for setting credit terms, chasing payments, and collecting cash faster. This in turn accelerates cash flow generation and reduces credit risk.

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BENEFITS FOR FINANCIAL SERVICES COMPANIES

Real time collaboration

Enhance positive collaboration between sales, delivery and finance

Better prioritization for everyone

Focus your credit management team on high value activities

Healthier financial KPIs

Free up working capital, reduce DSO, and cut credit risk

Visibility and transparency

Set better credit limits and payment terms based on accurate industry data

Happier clients

Increase customer satisfaction by taking a proactive approach to disputes

TRUSTED BY GLOBAL COMPANIES

Sidetrade’s O2C Intelligence Platform is deployed across large and medium enterprises globally. Purpose-built for Order-to-Cash over 25 years, it puts AI agents and human expertise to work together – reasoning, deciding, and acting autonomously to turn cash performance into a predictable, controllable outcome.