Optimise for Funders

Since setting up Visibility, it has become evident that many users of invoice finance and their directors feel unable to get best value from their factoring or invoice discounting facility. It would appear they either do not know what to ask or are afraid to do so in case it impacts on cashflow.

Clearly, this is a situation that is unhealthy for Funder and Client alike – Optimise avoids it.

What we offer

Users of invoice finance get a monthly report highlighting where the facility is working or can be improved plus a dedicated helpdesk on anything invoice finance.

As a funder, you have our commitment that if one of your Clients asks us for advice on their facility, we will make you aware of it and work with both parties to resolve any differences.

Benefits to Funders

Someone for your Client to talk to who is not a broker - Optimise layers your Client Manager’s relationship with your Client, giving them and you a trusted advisor who will protect both parties’ interests.

Improved Client retention - By providing your Clients with a service which helps them to get them what they want from their invoice finance facility, it is proven they are less likely to seek alternative providers. Our commitment to Client and funder alike is that where there are differences, in the first instance, we will not introduce another funder.

Reduced impairment - Optimise develops a relationship with users of invoice finance which allows us to be close to their financial performance. As people who have underwritten and lent invoice finance, we recognise the importance of this and why you need to know quickly if the trading position deteriorates. In these circumstances, we will encourage your Client to share negative news and seek your help with it – including any relating to the sales ledger.

Avoid regulation - Optimise