About the company
IAD is a company that offers legal advice focused on the Latino community in the United States, currently has 160 paralegals, have managed to support more than 18,000 Latino families seeking to work and settle in the United States.
Our client, a successful company serving the U.S. Hispanic community wanted to reorganize and where possible digitize their billing and collections system and establish effective control for payment monitoring and control, as well as expand payment options for their diverse and large clientele.
In summary, PMI's solution helped IAD in:
- Digitize and reorganize its billing and collection system.
- Diversify the payment methods offered to customers: cards, bank transfers, digital wallets and cash payments through pharmacy chains, supermarkets and convenience stores.
- Creation of customized payment plans and their automatic inclusion in invoices.
- Automate, monitor and control all your financial processes.
- Improve synchronization between the portfolio and sales areas.
- Simplify and improve your customers' experience.
Cross border payments
ERP Software
Proposed Solution and Execution
After a thorough analysis of the client's internal billing and collection systems, PMI not only addressed these challenges, but also transformed the way the company addressed industry challenges such as synchronization between areas and effective control to encourage compliance and payment control across such a diverse clientele.
The solution proposed by PMI analyzed numerous suggestions from the sales and accounting teams that contributed to the creation of an agile and easy to understand billing solution for its sales team of more than 100 people; and in collections, PMI through its network of suppliers made available to the client multiple payment options, including cards, bank transfers, and most importantly, cash payments in all 50 states in major drugstore chains, supermarkets, convenience stores and others.
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Transformation of Payment Methods and Technology Solutions
PMI implemented a comprehensive solution that diversified payment methods and automated financial processes. This included multiple payment options such as cards, bank transfers and cash payments at major pharmacy chains, supermarkets and convenience stores in all states. PMI's technology enabled automated processes and established effective control over payments and the portfolio.
Improving Customer Experience
Process automation improved internal efficiency and customer experience. The implementation of personalized payment plans, automatically included in invoices, provided a more transparent and simpler experience for customers, encouraging payment compliance. The ability to offer payment links via email or phone facilitated access to various payment platforms, such as debit, credit, cash, Apple Pay or Samsung Pay, and ACH transfers.
Results and Benefits
The implementation of PMI at IAD not only diversified the available payment methods, but also simplified the client experience, optimized financial data management, and strengthened the connection between the portfolio and sales areas. The centralization of information and the automation of processes contributed significantly to operational efficiency and comprehensive control over payments and the portfolio.
The collaboration with PMI transformed billing and collections management at IAD, providing advanced technological solutions and improving the customer experience. This implementation not only solved existing challenges but also prepared the company to face future market demands efficiently and effectively.
Our Team
When your mission is to become more agile and competitive in local markets, you need a team to support your vision.
PMI will help you develop payment strategies to achieve your business objectives and exceed your customers' expectations.
Don't wait any longer! Schedule a consultation today.
Connect with our business development team to join PMI Business and take your business to the next level with our local payment solutions.
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