Credit portfolio management

Credit portfolio management

Minimize credit loss and volatility with advanced credit analysis solutions

As your financial institution works to comply with increasingly complex regulatory requirements, you may discover that each lending business unit has a different approach to credit portfolio management (CPM), ranging from sophisticated portfolio analytics solutions to rudimentary, manual spreadsheets. Crowe can help you overcome the silos to monitor, manage, and analyze individual assets and overall portfolios.

Our solutions can help minimize credit loss and volatility by applying portfolio analytics solutions to labor-intensive spreadsheets. Crowe credit analysis tools integrate loan and credit data from various internal systems and third-party sources to help you automate and streamline credit, capital planning, and stress-testing practices.

The Crowe Credit360 suite of solutions

Crowe Credit360 for CECL
Conduct technology-enabled model testing and validation that is transparent and efficient and provides comprehensive analysis of current expected credit loss (CECL) reserves and portfolio risk.
Crowe Credit360 for Capital Planning and Stress Testing™
Leverage this end-to-end stress-testing system that applies machine learning to offer lenders a better, faster way to aggregate data, and develop and test models.
Crowe Credit360 for Valuation™
Calculate and analyze loan portfolio values on a loan-by-loan basis with this robust, sophisticated solution. 
Crowe Credit360 for CECL
Conduct technology-enabled model testing and validation that is transparent and efficient and provides comprehensive analysis of current expected credit loss (CECL) reserves and portfolio risk.
Crowe Credit360 for Capital Planning and Stress Testing™
Leverage this end-to-end stress-testing system that applies machine learning to offer lenders a better, faster way to aggregate data, and develop and test models.
Crowe Credit360 for Valuation™
Calculate and analyze loan portfolio values on a loan-by-loan basis with this robust, sophisticated solution. 

Related banking solutions

Crowe Financial Data Automation™ solution
Automate the collection of commercial customer financial data, digitally map the data, and feed the information into existing financial analysis, spreading, and risk-scoring systems.
Crowe Portfolio Analyzer™ for Lenders solution
This solution automates the credit review process, integrating data from multiple sources to provide a comprehensive view of customer information.
Crowe Collateral Analysis for Automotive Lenders™
Provides an efficient means to conduct financial due diligence on a dealership by performing an in-depth examination of financial statement accuracy without the full cost of an on-site audit.
Crowe Portfolio Analyzer for Sureties and Agents
Improve productivity, compliance, risk management, and portfolio visibility with credit review process automation and multiple source data integration. 
Crowe Financial Data Automation™ solution
Automate the collection of commercial customer financial data, digitally map the data, and feed the information into existing financial analysis, spreading, and risk-scoring systems.
Crowe Portfolio Analyzer™ for Lenders solution
This solution automates the credit review process, integrating data from multiple sources to provide a comprehensive view of customer information.
Crowe Collateral Analysis for Automotive Lenders™
Provides an efficient means to conduct financial due diligence on a dealership by performing an in-depth examination of financial statement accuracy without the full cost of an on-site audit.
Crowe Portfolio Analyzer for Sureties and Agents
Improve productivity, compliance, risk management, and portfolio visibility with credit review process automation and multiple source data integration. 


Related services

Stress testing
Monitor, analyze, and manage your credit portfolios – while meeting requirements with greater ease.
Stress testing
Monitor, analyze, and manage your credit portfolios – while meeting requirements with greater ease.

Contact us

Let Crowe credit portfolio management help you integrate loan and credit data to streamline your credit processes. Contact us today.
keever-dave-225
Dave Keever
Principal