Overview
What is FXE Portfolio Monitoring?
The FXE Portfolio Monitoring is a software solution designed to provide real-time insights into risks and opportunities at the portfolio, segment, and account level. According to the vendor, this solution is developed in collaboration with credit and risk professionals and is targeted at credit and...
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- Tech Details
What is FXE Portfolio Monitoring?
The FXE Portfolio Monitoring is a software solution designed to provide real-time insights into risks and opportunities at the portfolio, segment, and account level. According to the vendor, this solution is developed in collaboration with credit and risk professionals and is targeted at credit and risk professionals, financial institutions, banks, fintech companies, lenders, and other professionals in the financial industry. The FXE Portfolio Monitoring aims to assist in monitoring in-life lending portfolios, proactive customer support, and providing actionable insights and visualization.
Key Features
Data-driven in-life client management: According to the vendor, this feature offers real-time insights into risks and opportunities at the portfolio, segment, and account level. Developed in collaboration with credit and risk professionals, it aims to provide actionable insights and powerful visualization for monitoring in-life lending portfolios, enabling proactive customer support.
Background monitoring of business performance: The vendor claims that this feature allows users to monitor changes in overall exposure across the portfolio and receive pro-active, real-time alerts if a business's profile changes. It flags risks and opportunities by tracking current account trends, changes in payment behavior, and directors' credit profiles, allowing for targeted interventions.
Connecting insights with actions: According to the vendor, this feature drives risk and opportunity workflows based on configurable early warning indicators and credit policies. It tracks interventions and follow-ups, provides reporting on the status of interventions, and enables integration of flags and interventions into the workflow through API-led integration or hosted reporting.
Deep-dive analytics: The vendor states that this feature allows users to analyze individual businesses in-depth with integrated access to Open Banking data and management accounts. It aims to provide a comprehensive assessment of the full credit file and current account summary information, helping users understand the trading performance of specific businesses.
Powerful segmentation of risk profiles based on real-time data: According to the vendor, this feature leverages transactional data to deliver advanced analytics and gain insights into changing profiles of businesses and directors. It identifies behavioral changes and key events, providing actionable outputs tied to recommended interventions.
Your risk models: The vendor claims that this feature offers over 200 configurable criteria for risk and opportunity assessment. It mirrors risk and opportunity assessment based on affordability assessment, debt exposure, current account balances, and flow.
Your workflow: According to the vendor, this feature enables users to integrate flags and interventions into the existing workflow through API-led integration or opt for hosted reporting and a simple workflow. It aims to ensure seamless integration with users' existing processes.
Your reporting: The vendor states that this feature provides a range of templated reports based on SME-sector wide risk models. It allows for configurable reporting to track the overall portfolio, segments, regions, products, and more, providing comprehensive insights into portfolio performance.
FXE Portfolio Monitoring Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |