Developed in collaboration with credit and risk professionals, FXE Portfolio Monitoring provides real-time insights into risks and opportunities at portfolio, segment and account level.
To deliver advanced insight into portfolio exposure and opportunity we needed a partner who could deal with complex analytics and large volumes of data while harnessing technology innovation. FXE is that partner.
Stuart Doignie, Head of Fintech Strategy and Commercialisation, Shawbrook Bank Limited
Visualisation of changes in overall exposure across the portfolio.
Pro-active, real-time alerts if a business’s profile changes.
Early warning flags drive targeted interventions tracked in workflow.
Reporting on status of interventions and follow up.
In-depth assessment of individual businesses.
Integrated access to Open Banking data, and Management accounts.
200+ configurable criteria to mirror risk and opportunity assessment.
Affordability assessment based on tracking debt exposure and current
account balances and flow.
API-led integration of flags and interventions into your workflow.
Or alternatively, hosted reporting and simple workflow.
Range of templated reports based on SME-sector wide risk models.
Configurable reporting to track overall portfolio, segments, regions, products and more.
Deliver advanced analytics that leverage transactional data to glean insights into changing profiles of businesses and directors, behavioural changes, and key events.
Create actionable outputs tied to recommended interventions, including watchlist adjustment, re-financing, extending additional funding or preventing re-drawing of funds.
Analyse full credit file and current account summary information to understand trading performance of a specific business.