Portfolio Monitoring

Overview

Data-driven in-life client management 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. Delivering actionable insights and powerful visualisation to enable monitoring of in-life lending portfolios and pro-active support of customers Intelligent use of data for monitoring in-life portfolios is even more important as clients' financial condition or business prospects are rapidly changing. Effective monitoring flags risk and opportunity by tracking current account trends, changes in payments behaviour and directors' credit profile to enable targeted interventions. Real-time insights from Experian CAIS, Equifax Insights, CCDS trading data, director profiles, payments performance and debt exposure.