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Portfolio analyzer for lenders

Crowe Portfolio Analyzer for Lenders

Increase your analysts' productivity and efficiency

Improve compliance, risk management, and visibility at the portfolio level
Request a demo

Crowe Portfolio Analyzer for Lenders can help you in a number of ways:

  • Automated financial statement and tax return data input for efficient spreading 
  • Automate the credit review workflow process
  • Increase workflow efficiency 
  • Financial statement submission compliance tracking
  • 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 
  • Automated alerts to user defined portfolio events
  • Gain insights with industry-specific peer analysis and comparisons 

Identify portfolio risk early and manage it effectively

Watch the video to find out how the Crowe Portfolio Analyzer™ for Lenders solution automates the credit review process.
zoom_in Sample portfolio dashboard
Sample portfolio dashboard

Crowe Portfolio Analyzer for Lenders

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.

Featured solutions

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.
Learn more
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. 
Learn more
Crowe Financial Data Automation™ solution
Automate the collection of commercial customer financial data, digitally map the data via user-specified rules, and feed the information into existing financial analysis, spreading, and risk-scoring systems.
Learn more
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.
Learn more
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. 
Learn more
Crowe Financial Data Automation™ solution
Automate the collection of commercial customer financial data, digitally map the data via user-specified rules, and feed the information into existing financial analysis, spreading, and risk-scoring systems.
Learn more

Increase your analysts' productivity and efficiency

Discover how Crowe Portfolio Analyzer for Lenders can improve compliance, risk management, and visibility at the portfolio level.
Request a demo
Featured insights

Related services

Contact us

Let a Crowe professional help you discover how to automate portfolio credit risk management. Contact us today.
Mark Blosser - Large
Mark A. Blosser
Partner
+1 317 706 2618
Profile