Portfolio Insights

Discover the insights hiding in your portfolio

With Portfolio Insights from PrecisionLender, your bank can analyze, harness and visually deliver your own data to front-line bankers that need these insights most.

Some of the ways Portfolio Insights can turn your data into action include:

Identifying stressed borrowers by detecting anomalies in client data
Improving deals by showing comparable loans in the portfolio while the opportunity is being priced
Retaining and improving relationships with data-rich renewal notifications
Making agile changes in strategy by tracking credit migrations in real time

Multichannel insights delivery for everyone

In-app coaching

Bankers are shown how their opportunity compares to similar loans in their bank’s portfolio and are given multiple ways to adjust the deal in-the-moment via Andi.

Email notifications

Bankers receive important updates on what’s happening with their relationships directly to their inboxes, including: reminders about upcoming renewals and alerts about potential anomalous client behavior – increases in LOC usage, deposit drawdowns, etc.

Data feeds

Bank management can pull their portfolio data into your preferred visualization tool (Tableau, Power Bi, MicroStrategy, etc.) and get real-time visibility into portfolio trends, like credit migrations.

Leverage your bank's data with Portfolio Insights

See why over 200 banks worldwide use PrecisionLender to advance their profitability, growth, and customer experience.

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Additional Resources

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Portfolio Insights Overview

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Tap into the power of your bank's own data