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
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This webinar recording offers an overview of Regulation E dispute resolution and provisional credit best practices.
Crowe specialists explore AI governance risks, ethical standards, and key strategies to protect your data.
This webinar recording provides tools and insights for banks to assess their organization’s readiness for BaaS integration.
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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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