Portfolio Management
Portfolio Management
- Portfolio Data Consolidation
- Legacy System Integration
- Automated Ticklers
- Credit Agency Interfaces
- Historical Trend Analysis
- Advanced Reporting
- Automated Correspondence
- Active Issue Resolution
This area of banking is sure to be the subject of many conversations in the next few years. Lending practices have been evolving rapidly. This is especially true in the area of small commercial transactions wherein terms like "scoring" have become commonplace.
CCS helps financial institutions automate some of the laborious tasks of monitoring and maintaining a loan portfolio. Systems have been designed and/or developed that take internal data from sources such as loan accounting and deposits, combine it with external sources such as Dunn & Bradstreet or Experian data and provide trend analysis. If a customer is heading in the wrong direction according to your predefined thresholds, notices can be sent via automated reports, electronic mail and electronic work queues.
As the marketplace becomes more competitive, and the economy works through a down business cycle, it will become increasingly important to understand and manage your lending practices very closely. CCS will develop a solution that fits your particular needs and risk appetite to ensure viability and keep you competitive.
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