Automated financial spreading for commercial lending
Crowe CX for Financial Spreading can help you make better information available at the click of a mouse.
Does your financial spreading process leave unseen risk?
The commercial lending process devotes mountains of time and effort to employees hand-keying data, searching for statements, and passing around spreadsheets.
When each step demands a high-touch approach, the byproducts include potentially unreliable data and bottlenecks.
But what if there was a faster way to get precise information? Crowe CX for Financial Spreading is a technology solution that can help you consistently position your commercial lending process and portfolio management for success.
Automated financial spreading can deliver stronger portfolio management
Commercial lenders don’t need employees to dig through spreadsheets. Crowe CX for Financial Spreading uses our own patented technology to handle complex forms and poor scan quality more reliably than technology that relies solely on optical character recognition (OCR).
OCR technology purposefully centered around financial spreading can ingest information from any form, incorporate format changes, and decipher blurry or skewed inputs. But automated financial spreading isn’t just about accurately scanning documents.
Automation can transform your entire process to allow employees to build an on-time and complete picture of risk and borrower health.
Automation = quality + quantity
Powered by the Microsoft Dynamics 365™ platform, our approach can deliver quality, up-to-date information as soon as a financial spread arrives. You can have informed conversations with commercial borrowers, without managing every step of the financial spreading process.
Focus on what matters
Optimize the way analysts work so their job starts at the review.
Stop worrying about throughput
Automate steps to reduce manual errors and inefficiencies.
Spend less time managing the process
Minimize the need to adjust workforce for changes in volume.
When better information is automatic, insights come to the surface
Crowe CX for Financial Spreading can guide you to a consistent, scalable solution so you’re making stronger decisions faster.
Work with us
Let’s transform the way you spread financial statements.
We’ve been applying our financial spreading solution successfully for more than 10 years. Collectively, our clients have saved thousands of hours every month. We want to see if we can do the same for you.
We also can take care of the statements that automation can’t. Instead of kicking those statements back for hand-keying, our in-house data specialists can complete the work for you. As long as we can read it, you can get it spread.
Crowe specialists are ready to show you how Crowe CX for Financial Spreading can help change your entire approach to commercial lending.
Reach out to talk about what’s possible with your financial spreading process
Crowe CX for Financial Spreading is part of the Crowe CX Lending Suite. We also would be happy to discuss how Crowe CX for Commercial Lending and Crowe CX for Problem Loans can transform your lending processes.
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