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.
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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
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.
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.