Portfolio Analytics and Reporting solution allows effective concentration and portfolio management while reducing your bank’s cost and effort.
Portfolio analytics and Reporting solution enhances your credit risk management at a controlled cost while easily producing portfolio-specific, best practice risk management analysis and reporting. Along with the solution, our clients benefit from our unique blend of credit knowledge and bank loan data expertise to ensure successful integration into your bank’s credit processes. Proven one-on-one credit consulting on best practices included with every engagement at no additional cost.
Pre-built industry best practice credit portfolio reporting and analysis of trends, changes and growth patterns.
Automate concentration management and satisfying regulatory, board and management concerns.
Instantly track, analyze & report key risk indicators and loan migration activities including risk ratings, credit scores & delinquency.
Eliminate hours of building and maintaining numerous spreadsheets, reducing quarterly reporting time by up to 50%.
Board ready loan portfolio activity tracking, concentration analysis and reporting.
Evidence Increased risk control, best practices to meet or exceed regulatory requirements for portfolio, concentration and risk management.
Adds control and auditability to your reporting and analytics while enabling more time for valuable portfolio analysis.
The architecture of our platform allows you to easily add features and functions as your business needs evolve.
Whitepaper 23 March 2020
Regulatory Updates 31 May 2019
Whitepaper 18 Oct 2018