Onboarding and operations

 

Moses Kamanda - Operations and onboardingFor the Woodsford TradeBridge operations team, no two days are the same. This is because we work with a wide range of clients that each have their own unique funding requirements.

Getting clients started on the BridgeIT platform is a quick process that allows them to get access to funds as soon as possible.

Below we outline the onboarding process and provide insight into the support available from the operations team.

 

Client onboarding process

 

 What are the stages of client onboarding?

Client onboarding starts once final credit approval has been received. There are three main objectives of the client onboarding process, these are:

  1. To enable client access to funds as quickly as possible
  2. To ensure clients understand how to access these funds
  3. To give Woodsford TradeBridge the opportunity to develop a deeper understanding of the client’s business

 

What are the main benefits of the platform?

The benefits of our platform are:

  • It’s easy to use
  • You can access funds as and when you need them
  • It’s a web-based portal which means you can access your funds anywhere, anytime
  • It has the best-in-class security which means your data is safe with us

 

What devices can you use to access the platform?

Our platform works on any laptop, tablet or mobile device.

 

How do you use the platform?

To access the portal, you will be assigned a dedicated login. Once you’ve entered, you can immediately view the funds that are available. You will also be able to access the history of all your previous funding, check any charges to the account and view the operations team’s contact details should you need to get in touch.

 

How does our technology make a financial controller’s life easier? 

Our technology allows financial controllers to access funds quickly and easily, and they can requested on the same day you want to receive them.

The operations team

 

What does the operations team do?

The operations team looks after all the funding processes, technology and makes sure our clients are serviced every step of the way.

 

What is the structure of the operations team?

The operations team is composed of client account managers and executives. All members of the team are experts in payments and are also specialists in each of our product areas. So they’re specialists in pharmacy, eSupply chain as well as the more traditional form of supply chain finance. This means you’ll be paired with somebody who knows your industry and can help you along the way.

 

How many people are in the operations team? 

There are currently 6 people in the operations team which we expand and grow depending on our client needs.

 

Do all clients get a dedicated Account Manager?

Yes, your Account Manager is someone who you will get to know by name. You will also probably receive a visit from them during the onboarding process and gain their email/phone details so you can contact them at any time should you need to.

 

What hours are the operations team available?

Support is available between the hours of 08:30 and 18:00. These hours are aligned with banking hours to allow us to enable the fund transfers as quickly as possible.

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