17th August 2021

Fours signs of a great Relationship Manager. What should you expect from your invoice financier?

Fours signs of a great Relationship Manager

Your Relationship Manager is your main point of contact with your financier. We have your best interests at heart and so making sure that you get the service and advice that you deserve is our main goal.

Relationship Managers are sometimes known as Account Managers or Client Managers. Each will provide a similar service, but this may vary depending on the invoice financer you work with and whether they’re an independent provider or a bank. Below are four key benefits that you should expect from a good Relationship Manager.

  1. You’ll build a key relationship with this person. Your Relationship Manager gets to truly know and understand your business and its needs, ensuring you get the best from your facility. We know how important trust is in a financial relationship and we align this to our core value of being open. We want you to be able to ask us anything and feel comfortable in doing so.
  2. You’ll have a dedicated, named point of contact with open communication channels. Of course, the channels you have will differ for all financiers. At Optimum we are available through face-to-face meetings, video calls, email and phone calls to suit you. We want to make it as easy as possible to get in touch when you need us.
  3. You’ll receive a timely response to any questions or queries raised. Your dedicated Relationship Manager should deal directly with any queries or arrange for another member of the team to help you. Our teams have immediate access to experts in other departments in the rare case they don’t have the answer you need. We have a highly experienced and dedicated team behind every Relationship Manager to support with the day-to-day functions of your facility.
  4. Your Relationship Manager will be highly experienced within the invoice finance industry. They’ll be knowledgeable about your current facility and fully understand commonly used terminology, other providers in the market and all invoice finance products available to your business. Our Relationship Management team come from an extensive background of invoice finance. All of this knowledge allows them to give you the best advice on your facility, offer training on systems and answer any financial and transactional queries you come across.

You can expect all of this and more from the Optimum team. Throughout your business journey, we can be there to support you while being open, honest and quick with any responses. We pride ourselves on our service and our Relationship Managers embody this, always striving to give the best service possible to our clients.

Want to see what our clients think of our Relationship Managers? Take a look at our Trustpilot reviews.

At Optimum Finance, we utilise innovative technology to offer a range of flexible funding solutions, which grow alongside your business. Get an instant quote for the amount of funding you could access by entering your annual turnover into our web app. Products include invoice discounting and factoring that can boost your cashflow and give you access to a dedicated credit control team.

Email or call us to speak to our experienced team of experts and find out how invoice finance could help your business. We pride ourselves on getting things done quickly and providing access to cash within 24 hours of approval. We are passionate about finding solutions and delivering to clients’ needs.