Financial Services Solutions
Portfolio Monitoring
Providing portfolio monitoring service to lending institutions
Lending Services
End to End Portfolio Monitoring Services for Effective Credit Risk Management
Our portfolio monitoring service streamlines all monitoring activities, from financial information collection, performing periodic reviews (both annual or quarterly) with PD/LGD update, covenant & condition testing, due diligence and early warning triggers (EWTs) tracking. Continuous monitoring of the loan portfolios allows the bank to quickly assess any activities or conditions that require immediate attention before they become an elevated credit risk.
Our Capabilties
Service Offerings
Periodic Reviews (Annual or Quarterly Reviews) with PD/LGD Update
Preparing credit memos on annual or periodic basis to monitor facility performance during commitment period.
Covenant & Condition of Sanction Monitoring
Monitoring covenants as per loan agreements to track compliance and notify breaches to credit officers (if applicable).
Due Diligence
Performing various due diligence activities as part of annual reviews such as site visit monitoring, insurance validation, financial information tracking, day past due monitoring, tax verification etc.
Early Warning Triggers
Tracking and reporting financial and non-financial early warning signals to alleviate any upcoming credit risk.
Reference Case
Boost Efficiency with Fully Automated Financial Spreading
Banks depend on fast, accurate financial spreading, but traditional manual processes are slow, error-prone and non-scalable. We helped a major US bank transform the chaos of hundreds of company financials into orderly, searchable financial data automatically with our patented software, Spreadsmart.
Related Resources
Optimize your outcomes.

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Financial Spreading – Challenges and Solution
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- Solutions for Financial Services
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
Talk to One of Our Experts
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