With a module that uses integrated bank data collected periodically, you will always have access to the most recent information, including client details, risk metrics, collaterals, and more.
Glide through your loan portfolio
Easily explore your loan portfolio with the module's interactive dashboards. Use a wide range of filters to quickly find records for any time period, segment, product, or group.
Stay on top of key metrics
Track how your most important metrics evolve with dedicated dashboards. Identify potential problems and unwanted trends early and address them before they become real issues.
Build visual reports in seconds
The Credit Portfolio Monitoring module includes over 150 ready-made graph and table templates, enabling you to automatically turn complex datasets into a glanceable visual format. Insert comments to include all details.
Confident decisions through faster data operations
Easily share data
Automatically export entire reports or selected parts to a PDF format or presentation templates. Distribute relevant information across stakeholders or use it for internal reporting.
Integrate with other tools
Integrate Credit Portfolio Monitoring with Power BI software to expand its capabilities. Easily export data and create additional visualisations.
Cover all aspects of loan portfolio monitoring and credit risk management
Identify and address financial difficulties in advance.
Move away from manual to optimal reporting process in three steps.
Integrate data
Connect Credit Portfolio Monitoring to the banking database. The module will be automatically and periodically updated with recent data such as:
Loans information
Credit Data
Client characteristics
Risk metrics and parameters
Collaterals
Credit decision details upon origination
Create dashboards
Choose from the set of dashboard templates or connect with Power BI to track key information:
Portfolio evolution
New production
Credit quality
Pricing and profitability
Risk
Report and analyse
Generate reports and dashboard snapshots using visualisation templates. Add comments. Export in the preferred format and share with stakeholders.
Never lose sight of key loan portfolio metrics
Easily set up and review dashboards to track key metrics and loan portfolio changes. Catch issues early to reduce risks and boost profits.
General portfolio information
An overview dashboard collecting general credit portfolio monitoring information such as portfolio and new production evolution, top exposures, and credit quality metrics.
Retail portfolio
Detailed dashboard for retail portfolio clients. Includes information such as income, socio-economic factors, savings behaviour, collateral coverage level metrics, and more.
Corporate portfolio
A dashboard dedicated to clients within the corporate loan portfolio. Shows information about main financial ratios, company, segment, and collateral coverage level metrics.
Impairment
Shows current and historical data on impairment trends and corresponding risk parameters, IFRS 9 stages, and detailed analyses on triggers and correlations between different variables.
New production
New monthly production including the credit quality of the new loans and estimated net margins, as well as detailed analyses of retail and corporate production.
Non-performing loans
Key data on non-performing-loans: historical evolution, distribution by segment, collateral types, scoring grades, and other variables, as well as top clients in default.
End-to-end credit platform
Credit Portfolio Monitoring combines with other modules to create a complete lending solution
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