Tune In: Credit Pulse x TCLM Podcast

Our Founder & CEO, Jordan Esbin, joined Trade Credit & Liquidity Management with host Robert Shultz to discuss how artificial intelligence is reshaping credit risk management and treasury operations.

In this episode, Jordan breaks down the misconceptions surrounding AI in finance, explaining why it’s not here to replace people but to remove bottlenecks, automate repetitive tasks, and amplify human judgment.

💡 Key topics include:

• The urgency of AI adoption and how early adopters gain a competitive edge
• Why data integrity determines AI success
• How AI eliminates friction in onboarding, credit reviews, and collections
• The role of AI in driving faster, smarter, and more connected credit decisions

Listen the full conversation below to learn how Credit Pulse is transforming credit operations from manual and reactive to connected and predictive.

About TCLM 

Trade Credit & Liquidity Management (TCLM) provides a wide range of resources, best practices, and community features, as well as economic and technology trends for the benefit of credit, treasury,  finance professionals, and business owners. Our articles, webinars,  podcasts, and benchmarking surveys, are designed to help our audience meet their company’s trade credit and liquidity challenges, employ best practices to their daily tasks, be aware of valuable resources, and become forward-thinking, value-added advisors.

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About TCLM Podcast Host

Robert Shultz is a seasoned credit and financial executive with over forty years of experience advising domestic and global corporations across a wide range of industries. A recognized thought leader in the field, he has been a frequent speaker, writer, trainer, and educator on the quote-to-cash process and trade credit collections management.

In 2001, he co-founded Quote to Cash Solutions (Q2C) LLC, where he continues to consult with organizations ranging from small and mid-sized firms to large multinational enterprises. In this role he was the founding contributor to the Highako Academy, a quote-to-cash and management training resource. He developed over one hundred recorded training tutorials, and presented Webinars, and live workshops. He also served as the Chair of the Highako Academy Advisory Council. Robert is currently the Publisher and Co-Founder of the Trade Credit & Liquidity Management Newsletter, contributing regular insights on credit, liquidity, and financial management best practices. 

In addition to his consulting and publishing work, he has served as a Member,  Chairman, and Special Advisor on the Board of the Credit Management Association, and on the  UCLA Extension Advisory Board, overseeing the Credit Analysis and Management Certificate program. Robert currently instructs UCLA Extension courses in credit and portfolio risk analysis.