Role-Based Programme
RB1416

AI-Powered Credit & Collections

Smarter Credit Review, Receivables Management & Collection Prioritisation

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Credit and Collections across credit review, receivables monitoring, collection prioritisation, dispute handling, and reporting.
  • Explore practical prompting techniques for customer-account analysis, ageing reviews, collection communication, exception summaries, and management reporting.
  • Apply AI to organise receivables information, identify overdue-account patterns, structure follow-up actions, and improve collection workflows.
  • Identify opportunities to improve collection productivity, receivables visibility, communication consistency, and working-capital support.
  • Recognise financial confidentiality, customer-data privacy, policy requirements, credit-risk judgement, and human-review responsibilities when using AI.

Tools covered

Generative AI AssistantsAI-Assisted Credit ReviewReceivables AnalysisAgeing AnalysisCollection PrioritisationCustomer CommunicationDispute SummarisationBasic Workflow Automation

Who should attend

  • Credit Analysts
  • Credit Controllers
  • Collections Executives
  • Accounts Receivable Professionals
  • Receivables Analysts
  • Credit & Collections Specialists
  • Order-to-Cash Professionals
  • Finance Operations Professionals
  • Billing & Collections Professionals
  • Customer Account Analysts
  • Credit Managers
  • Collections Managers
  • Credit & Collections Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of credit, accounts receivable, or collections activities
  • Familiarity with invoices, ageing reports, overdue balances, customer accounts, or payment follow-up is helpful
  • Basic computer and spreadsheet skills
  • No AI or programming knowledge required
  • No previous Generative AI experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Credit and Collections
  • Identifying AI applications across credit review, ageing analysis, collections, disputes, and reporting
  • Understanding AI assistance versus Credit and Collections professional judgement
  • Recognising credit approvals, limit changes, write-offs, and escalation decisions requiring authorised review
Practical activities
  • Mapping common Credit and Collections activities to potential AI applications
  • Comparing a traditional collection-management task with an AI-assisted approach

Scenarios

Ageing Report to Collection Priority Plan

Ageing Report → AI-Assisted Analysis → Overdue Accounts → Segmentation → Priority Actions → Owners → Collection Tracker

Participants use AI to analyse a sample receivables ageing report, identify priority accounts, and prepare a structured collection action plan while retaining final collection decisions with authorised Finance professionals.

Overdue Customer Account to Resolution & Escalation Summary

Customer Account → Payment History → AI-Assisted Review → Outstanding Items → Dispute / Delay Reason → Follow-Up Communication → Escalation Summary

Participants use AI to organise a sample overdue account, prepare appropriate follow-up communication, and create a concise escalation summary while retaining all credit, legal, and commercial decisions with authorised stakeholders.

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