Customer Onboarding
AI Data collection and pre-processing
Zero-touch customer onboarding and application processing with automated financial spreading & analysis
Instant customer profiling and document collection with AI assistant
Easily tailor onboarding forms to fit your process, with pre-fill and automation that simplify data entry.
AI financial data extraction, spreading & aggregation
Various document types
Multilingual
Multi-currency
Real-Time credit application tracking
Manage and track application flow. Update clients on application status and progress in real-time to improve conversion rate
Access to unique and smart data
Access unique data to accelerate processing time and increase business credit approval rate
AI Financial Assessment & Credit Analysis
Reliable, consistent and unbiased credit insights
Turn your client financial documents and raw data into actionable financial insights
AI financial analysis
Analyse all your client financial data and documents instantly
Risk and ratio analysis
Liquidity risk, Debt service risk, DSCR, Insolvency risk, Bankruptcy & default risk
AI financial forecasting & scenario analysis with predictive insights
Get a forward looking view of your clients financial performance. Stress test your clients under different financial conditions and predict changes in risk continuously
AI Due Diligence, Fraud & Research
Streamline due diligence, fraud and research processes
Gain accurate, real-time insights on fraud & due diligence to make confident decisions
Business background, KYB/KYC & Ownership structure
Market & industry analysis
ESG analysis
Competitive analysis
Decisioning
Customized credit memo and approval flow for decision
Deal packaging for brokers, credit memo for lenders and custom finance reports for business finance consultants
Custom automated credit memo
Collaborative credit approval Flow
AI Credit Monitoring
Real-time portfolio and risk monitoring
Stay informed with real-time alerts on key risk insights, live updates on your customers and a comprehensive 360 financial view of each customer
Manage your credit portfolio & deal flow
Manage application flow and monitor key metrics
Automated annual & periodic reviews
Automate your clients annual and periodic reviews and track covenants
Real-time 360 financial view of your business clients
Track portfolio performance
Monitor and manage your portfolio performance with real-time knowledge and updates on your customers
