Portfolio Monitoring & Growth
Credit Assist Portfolio Monitoring provides relationship managers with a unified, comprehensive 360-degree view of the entire asset portfolio by consolidating data from multiple sources into a single actionable dashboard. This product enables data-driven decision-making, optimizes portfolio performance, and supports sustainable growth. With real-time insights, banks can confidently manage market complexities, strengthen client relationships, and identify new business opportunities.
key features
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Integrated Data Fetching from EXIM, MCA, and More
Efficiently aggregates client data from EXIM, MCA, and other reliable sources, empowering relationship managers with insights to drive cross-selling and deliver customized banking solutions. -
Advanced MIS & User Management
Provides detailed portfolio, risk, and client activity insights through a comprehensive MIS, enabling data-driven decisions across all levels. -
Pre-Approved Loan Eligibility
Instantly assesses and communicates pre-approved loan eligibility to clients, accelerating deal closures and enhancing overall customer satisfaction. - Real-Time Risk Alerts
Notifies relationship managers of compliance defaults with instant alerts, enabling relationship managers to intervene promptly and mitigate risk effectively. - Bulk Data Analysis and Insight Generation
Effortlessly fetches and analyzes bulk client data, transforming raw information into actionable insights that empower relationship managers to drive strategic growth. - Comprehensive Analysis
Utilizes integrated modules for comprehensive analytics across financial data sources, providing a holistic view of each client’s financial profile.