Proactively meet business clients’ needs with automated portfolio monitoring. Portfolio monitoring traditionally occurs after the loan is approved. The purpose is to learn about any other products that would be useful to a client to create a deeper relationship and keep on top of risk. With Boss Insights, this process starts on day one and the platform will automatically notify the relationship manager proactively of any services that would be appropriate for the business. This model changes the dynamic from reactive transactional service to true financial partnership.
See product usage by client, understand profitability, learn how to best serve businesses in real time while limiting lender risk
Be a true financial partner by proactively meeting ancillary needs: FX, Cash Management, Deposits, Treasury, Group Solutions, etc.
Reduce Probability of Default
With 360° borrower insights, build a quality loan book using company data
KPIs configurable to every model in your financial institution
Real-time information aggregation for portfolio level profitability
Healthy Loan:Deposit Ratio
Increase liquidity, lending capacity and reduce risk by moving to an ideal loan to deposit ratio
See our security page for more details