Lending Automation Suite
Make Smarter, Faster Lending Decisions with AI
With a growing customer base and an increasing volume of financial data, lenders are looking for solutions to efficiently manage their lengthy manual processes without sacrificing data accuracy.
Evalueserve’s lending automation tools help you streamline and accelerate your operations by automating tedious tasks, all while maintaining more than 99% accuracy so you can be confident in your decisions.
We have AI-powered solutions for financial data extraction, spreading, analysis, and reporting. You may also choose to leverage our customizable Automation Studio tools to build automations specific to your unique needs.
Accelerate your credit underwriting and covenant tracking with accurate and fast automated financial spreading. Spreadsmart is a web-based, AI-enabled platform that replaces conventional manual data entry processes with automated data extraction from financial statements to a configurable template
Evalueserve has developed strategic partnerships to offer end-to-end credit decisioning. Automatically load financial statement data into the top tools on the market with fully configurable financial spreading templates. Spread and adjust reported financials, calculate financial ratios, project future periods, and generate financial analysis reports.
Our dedicated automation team creates custom automations and dashboarding across the lending cycle to meet clients’ specific needs. Some examples include:
- Customized portfolio performance dashboards that augment a risk-based and effective decision-making culture by transforming large portfolio data into valuable insights. Track lending book performance, deal origination trends, early warning insights and sector performance, along with standardized reporting.
- Fund Finance Consolidation Tool automating the tracking of a bank’s indirect exposure across all fund finance facilities.
Accelerate and scale credit lending processes.
Near 100% accurate data for confident lending decisions
Configurable to meet your needs and solutions which easily integrate into existing infrastructure.
Our Advantage
Delivering Results.
Reference Case
Boost Efficiency with Fully Automated Financial Spreading
Banks depend on fast, accurate financial spreading to process credit applications promptly and minimize risk, but existing manual processes can be cumbersome, inaccurate, and slow. We helped a major global bank transform the productivity and accuracy of their financial spreading process with our patented financial spreading software, Spreadsmart.
Related Resources
Optimize your outcomes.
RiskMinds Discussion Highlights: Implementing a Risk-Based Approach to Model Risk Management
The recent pandemic significantly stressed the model tiering approach presenting a clear to need for a model risk management system.
SR 21-8: Rationalizing Model Risk Management for BSA/AML Models and Systems
The recently issued interagency statement SR 21-8 is a non-binding guidance note with very useful and practical suggestions on how banks can juggle resources between SR 11-7 and AML/BSA compliance.
Financial Crime and Risk Management— Separate Origins, Converging Practices
The traditional types of risk such as credit and market risk are about losses and are able to be quantified. It may not always be easy to mitigate risk, but the first step is to gather data and make calculations that provide a basis for decisions about whether any given business is worth doing.
Combating Financial Crime Through Model Risk Management
Models are complicated things, and the principles of model governance, implementation, and use are there to make sense of them, make them explainable, and confirm that they work. Let’s take a closer look at how financial institutions currently do that and check our recommended practices for robust financial crime prevention, detection, and reporting.
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
Lending Automation Suite
Request a Custom Demo.
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.