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USD1.5m in cost savings
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20-30% increase in loan volumes managed onshore
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25% more client-facing time
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50% faster monitoring through automated templates vs manual process
CLIENT CHALLENGES
- Inconsistent financial spreading and covenant setup
- Covenants not validated
- Increasing backlog
- Reduced client-facing time
- Ambiguity in health of portfolio
- Regulatory reporting challenges
OUR APPROACH
- Completed a one-time comprehensive database sanitisation
- Set up a centralised team following standard methodologies to reduce inconsistencies
- Performed end-to-end maintenance of covenant monitoring platform
- Conducted stringent quality checks
- Compiled a comprehensive MIS reporting system and dashboards
IMPACT DELIVERED
- Standardisation and updating of database: Identified and corrected c.4,000 discrepancies
- Improved data reliability through authentication: Identified a 25% error rate when validating borrower-submitted data
- Efficient monitoring: Implemented technology-enabled solutions for validation and workflow management
- Audit and control: Generated an audit trail for future reference
- Robust portfolio management: Proactive identification and highlighting of early warning signs and focus areas
- Compiled an extensive reporting framework including a portfolio dashboard and deviation tracker
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