Use Portfolio Management to Help Your Clients

Use Portfolio Management to Help Your Clients

I’ve been thinking about portfolio management and the use of portfolio management information.  My thoughts have centered on the need for financial institutions to gain more value from existing data sources and how else this information could be used.  When we talk about proactive portfolio management, we typically focus on three main areas:  Preventing delinquencies/charge-offs  Streamlined renewals and reviews  Cross sell opportunities  As a credit person, I always focus on the more […]

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The Evolution of Commercial Collateral Management Automation

There are many technology solutions on the market today to help manage your commercial collateral, but this has not always been the case. Increased and more complex regulatory reporting requirements has changed the way that core solution providers view collateral, and has driven this change. In the past, although some core systems were more sophisticated […]

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