In today’s fast-paced factoring environment, onboarding is just the beginning. Ongoing monitoring is critical to managing risk, maintaining compliance, and protecting your portfolio. Join us for an insightful webinar on how to integrate continuous risk assessment into your CRM workflows using advanced data and AI-driven strategies. We’ll explore best practices for detecting emerging risks, automating alerts, and ensuring long-term client health — all without disrupting your existing processes.
The Venue: Online Via Zoom
The Schedule: Wednesday, February 25, 2026: 9am - 10am PT (Pacific)
Speakers:
Bre Pedretti - Sr Solution Consultant, Thomson Reuters
Bre Pedretti brings over ten years of expertise in the Financial Services industry and is recognized as a thought leader in Risk and Fraud, with a particular emphasis on efficiency and product proficiency. Prior to joining Thomson Reuters in 2020, Bre advanced through progressively responsible roles at TCF Bank, beginning her career as a Front-Line Teller and culminating as Program Governance Manager within the BSA and Fraud divisions. In her current role at Thomson Reuters, Bre leverages her deep product knowledge to provide risk and fraud solution expertise while advising clients on navigating regulatory changes and mitigating fraud losses. She is highly regarded for her ability to resolve complex challenges and deliver innovative solutions through collaborative engagement and industry insight. Bre holds a Bachelor of Arts in Business from Concordia University, St. Paul, and a Master of Business Administration from Augsburg University.
Erin Tiernan - Sr Solution Consultant, Thomson Reuters
Erin Tiernan is a Senior Solutions Consultant with Thomson Reuters. After completing law school, Erin joined Thomson Reuters working with corporate legal departments assisting them with utilizing their Westlaw accounts. Within a few years her attention turned exclusively to Thomson Reuters public records and investigative solutions. She has been working in the risk space for over 15 years. She is passionate for finding the best solutions to meet the investigative/due diligence needs of her customers. She has worked closely with many customers assisting with research workflows and custom solutions. Her client base includes many of the top global financial institutions, insurance companies, specialized investigators, and corporate security professionals. Her field knowledge has also contributed to the development of many of the Thomson Reuters’ public records solutions, partnerships, and AI offerings available today. Erin received her B.A. from Fairfield University and her J.D. from Pace University School of Law. She was admitted to the New York Bar in 2003 and is CAM certified.
Fee: This webinar is FREE for IFA Members and Ally Members.
($100 for non-members)
A unique participant ID will be sent to all attendees.