Payment reminders

How can AI help organise payment reminders?

1250 € per session, excl. VAT

In short

Structure receivables follow-up while protecting customer relationships. Define reminder sequences, prepare messages for different situations and establish escalation rules. Check customer details, amounts and current payment status before a member of staff sends any communication. A practical, tool-independent workshop tailored to your team’s documents, objectives and working context.

Objectives of this training

• Structure debt collection follow-up
• Define tailored reminder sequences
• Prepare situation-specific messages
• Detail effective escalation rules

Who is it for and what are the prerequisites?

Roles and tasks concerned

• Finance managers
• Credit controllers
• Administrative directors

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Have a paid subscription to an AI solution with the features needed for the exercises. Obtain your organisation’s permission to connect to third-party tools and have the required accounts and access rights. Bring a business case and documents authorised for use; fictional data may be used.

What you take away

• Customized reminder strategy
• Message templates for various situations