Commercial Banking
CreditPal collects up-to-date financial information from commercial banking clients and delivers the data in standardised and validated formats, enhancing both initial credit decisions and ongoing covenant monitoring.
This is achieved through a set of modules - which can be deployed individually or as a complete end-to-end solution - that deliver benefits across a range of key business areas.
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Sales -
Automate the collection of financial information required for faster, more refined credit decisions, using the Credit Decision Module.
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Covenant Monitoring -
Receive regular, validated management accounts via a relationship-manager dashboard, with the Credit Monitoring Module.
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Risk -
Enhance client review and audit by accessing clients’ full accounting data whenever you want, via the Audit Module.
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We know that we have to manage more clients in the future and this service will provide the efficiency
Bank Client Manager -
The actual usage experience of CreditPal has been absolutely fantastic. What I would really like to explore is, as auditors, can give the client back using CreditPal
Bank Internal Auditor -
Would allow more up-to-date and accurate financial information to be available for risk meetings - improving efficiencies of the risk meetings and creating time benefits. This could represent a big win
Bank Risk Manager -
There is no doubt in the two cases we won the business because of this product. You can't put a price on this
Bank Sales Manager
