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Business Intelligence / Portfolio Analytics

Portfolio Analytics

Reduce your risk by identifying issues sooner.

AFS provides you with the tools and information required to better define and meet your strategic credit objectives.

Much in the same way as a control room continually monitors the activities within a power plant, enabling quick action to keep the generators running safely, AFS provides the information needed to control the credit delivery process.

AFS brings a new level of expertise and transparency to reporting, unavailable anywhere else. Combined with access to an ongoing set of benchmarking and best-practice analytics drawn from a database of more than one million loans encompassing more than one trillion dollars from the top U.S. financial institutions, we offer a number of services to provide portfolio analytics and best-in-class benchmarking:

AFS Loan Origination Analytics

  • Measures the value of the portfolio in process in the AFS Originations system by the client’s organizational structures, industries, collateral groupings, products, etc.
  • Provides metrics on approval rates, turn times and pull-through rates
  • Measurement of turn times against bank targets provides the client opportunity cost potential

AFS Exception Management Reporting

  • Provides actionable reporting for continuous monitoring and resolution of document and policy exceptions.
  • Enables management to see exceptions across the organization, leading to overall process improvements.
  • Includes Document Exception Status, as well as reporting on Policy Exceptions.

AFS Portfolio Analysis Tools

  • Provides executive and managerial level information on balance trends, fees, usage and pricing by utilizing the banks’ specific organizational structures
  • Measures non-performing, concentrations, WARR and other risk-based statistics stratified by geography, deal size, product and industry to name just a few of the available segmentations
  • Capability to run lists of largest customers by exposure and outstandings

AFS Loan Officer Tools

  • Suite of reports processed daily, weekly and monthly that gives RMs and their managers access to view delinquent customer lists, customers expiring in next 90 days, customers with a risk rate change, etc.
  • Reports permit officers and their managers with statistics on usage rates
  • Reports include period-to-period changes in balances detailing why change occurred

See how AFS reporting can reduce your risk, and generate revenue. Contact AFS today.

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AFS Pricing Dashboard
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Insight for a Competitive Edge

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Commercial Loan Pricing Trends Newsletter June 2022
Read the latest C&I Newsletter which focuses on new/renewed volume, risk, spread pricing and fees.
Commercial Loan Pricing Trends Newsletter June 2022 View the latest issue now
Our Locations
Corporate Headquarters:

Automated Financial Systems, Inc. (AFS)
123 Summit Drive
Exton, PA 19341
Phone: +1 610 524 9300

Brussels Office:

Automated Financial Systems, Inc. (AFS)
79 chaussée de Charleroi,
3e et 4e étage, 1060
Bruxelles, Belgium
Phone: +32 472 135 295

Email Us:

replyto@afsvision.com

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AFS and all AFS product trademarks are registered trademarks of Automated Financial Systems, Inc.

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  • Solutions
    • AFSVision
      • What's Important to You
      • What’s New with AFSVision?
        • AFSVision Role-Based Security
      • Origination
      • Workflow
      • Accounting
      • Servicing
      • Exceptions
      • Reporting
      • Implementation
    • Commercial Lending
    • Commercial Real Estate
    • Small Business
    • Capital Markets
    • LIBOR to SOFR
      • LIBOR Transition Webinars
    • Digital Solution for the Future
    • Delivery Options
      • Getting Started
      • Continuing Service
    • Security
      • Certified Secure
  • Business Intelligence
    • Pricing Services
    • Portfolio Analytics
    • Credit Risk Navigator
    • Insights from AFS Business Intelligence
    • Market Insights
  • Client Success
  • News & Events
    • Blog
      • How to manage risk for a successful implementation
      • Continued Growth Despite Growing Headwinds: What 1Q2022 Showed Us in Commercial Lending
      • The Good News from 2021 – Signs Point to Commercial Lending Growth
      • Make the Connection: Commercial Banking and Real-Time Payments
      • Replacing LIBOR: Understanding Your Choices
      • ESG and Data Quality
      • Keep the SOFR Momentum Going!
      • Lending in the Time of COVID-19
      • Let’s Talk About SOFR
      • Stay on Track for LIBOR Transition
      • Success in Transformation
      • 4 Key Elements for Commercial Lending Transformation
      • 5 Reasons to Transform Your Commercial Lending Business
      • Getting Real about Real-Time in Commercial Lending
    • AFS Global Insights
    • Articles
    • Events
    • Press Releases
    • Videos
    • Webinars
    • Webinar Archives
  • Careers
    • Career Opportunities
    • Life at AFS
    • Benefits
  • About AFS
    • Discover the Advantage of AFS
    • What Makes Us Different
    • Awards
    • Our Clients
    • Our Community
    • Our Culture
    • Our Leadership
      • Jim Greenwood
      • Rick Bare
      • Melissa Hofer
      • Jeff Baldyga
      • Dean Snyder
      • Radford Laney
      • John Dubil
      • Amy McEldowney
      • Bruce Herndon
      • Gary Harrell
      • Robert Kahn
    • Our Mission and Values
    • Our People
    • Celebrating 50 Years
  • Contact Us
    • Communications Preferences
    • Directions
  • Global
  • Sign In