Learn how Portfolio Insights gives commercial bankers and bank management the guidance they need by delivering valuable insights into the bank's portfolio across multiple channels.
Request a demo
Or call us at 1.877.506.2744
In this demonstration, you'll learn how Portfolio Insights:
Easily identifies stressed borrowers by detecting anomalies in client data
Improves deals by showing comparable loans in the portfolio
Enables RMs to retain and improve relationships with data-rich renewal notifications
Hear it from our clients
Watch Video
It tackles a really complex thing like asset structuring and all those really important things that you need, but the rollout is very, very efficient. I think that’s a testament to the architecture of the software.
Greg Demas
Before (RMs) had a model that they used as something to complete a hurdle or get out of the way. Now they have a tool that can help them do their job.
We use cookies on this site to offer you a better browsing experience, analyze site traffic, personalize content, and serve targeted advertisements. By using this site, you agree to the terms outlined in our Privacy Policy.