Portfolio Insights gives RMs and bank management in-the-moment guidance based on insights from their bank's 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:
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.
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.
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.