Crowe Portfolio Analyzer for lenders can help you in a number of ways
- Automate financial statement and tax return data input for efficient spreading
- Automate the credit review workflow process
- Increase workflow efficiency
- Track financial statement submission compliance
- Aggregate data from multiple sources
- Employ effective, automated compliance and credit risk and compliance monitoring
- Streamline projects to assess the effect of events, trends, and patterns
- Automate alerts for user-defined portfolio events
- Gain insights with industry-specific peer analysis and comparisons
Crowe Portfolio Analyzer for lenders
Sample portfolio dashboard
This web-based, easy-to-use solution automates data gathering and can integrate portfolio risk data with other bank systems. It provides industry-specific analysis, process automation, portfolio analytics, and benchmarking capabilities to help you assess portfolio risk. With increased productivity, you can gain visibility at the portfolio level.
Related insights
These 2025 illustrative financial statements for financial institutions include common disclosures as required under applicable accounting standards.
Financial leaders can strengthen CECL oversight with an allowance for credit losses checklist to enhance governance and accuracy.
Bank Director’s 2026 Bank M&A Survey, sponsored by Crowe, shows rising pricing expectations renewing interest among bank leaders considering a sale.
These 2025 illustrative financial statements for financial institutions include common disclosures as required under applicable accounting standards.
Financial leaders can strengthen CECL oversight with an allowance for credit losses checklist to enhance governance and accuracy.
Bank Director’s 2026 Bank M&A Survey, sponsored by Crowe, shows rising pricing expectations renewing interest among bank leaders considering a sale.
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Let a Crowe professional help you discover how to automate portfolio credit risk management. Contact us today.
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