Crowe Portfolio Analyzer for lenders

Crowe Portfolio Analyzer for lenders

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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Takeaways From the OCC’s Semiannual Risk Perspective
The OCC’s Semiannual Risk Perspective highlights key risks, innovation priorities, and supervisory shifts that are shaping the banking industry.
Hidden in Plain Sight: AML Risks in Nonbank Sectors 
Hidden in Plain Sight: AML Risks in Nonbank Sectors
In this webinar recording, Crowe specialists offer insight on how criminals exploit AML gaps in art, real estate, and luxury goods industries.
Crowe 2025 TPRM Benchmark Study
Crowe 2025 TPRM Benchmark Study
People, processes, and technology are critical components when optimizing third-party risk management programs. Crowe specialists offer insight.

Work with us


Let a Crowe professional help you discover how to automate portfolio credit risk management. Contact us today.
Mark Blosser - Large
Mark Blosser
Credit Transformation Leader

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