Equip your front line with the clarity to lend smarter, support faster, and grow stronger client relationships
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Gain a consolidated view of your commercial & corporate customer base. Monitor key signals, spot risks early on, and identify cross-sell opportunities by breaking down silos between lending teams to support customer growth.
Empower Relationship Managers with near real-time insights into customer & market activity. Strengthen engagement and drive informed conversations that build trust.
Support your credit & risk teams with structured financials, director intel and adverse media monitoring, reducing ambiguity and enabling faster decision-making.
Eliminate time-consuming manual data gathering, automate portfolio monitoring, and discover more risk detection to free up teams for high-value strategic work.
Lack of consolidated financial data makes it difficult for banks to gain a full picture of their customer’s liquidity, debt exposure, and cash positions, especially when businesses hold multiple accounts across different banks. Without this total visibility, assessing financial health and making informed decisions becomes extremely challenging.
See in near real-time complete liquidity insight from cash flow to payment trends across accounts to quickly assess a customer’s financial stability.
Gain insights into a business’s total cash holdings across multiple banks, not just their primary institution, for clearer risk assessment.
Access detailed breakdown of outstanding financial debt and financial commitments, helping you assess exposure and lending suitability with confidence.
Without timely insights into customer behaviour, financial institutions risk engaging too late, either after liquidity issues or borrowing spikes have already escalated, limiting the ability to provide proactive support and deepen relationships.
Stay ahead with near real-time alerts on key financial changes, such as increased borrowing, liquidity issues or early risk indicators, enabling proactive customer engagement.
Identify businesses that are actively seeking new credit, signalling potential financing needs and cross-sell opportunities.
Spot financial risks before it becomes a major issue, allowing banks to engage with customers at the right time with the most suitable financial solutions, managing risk effectively.
Credit and Risk Teams often spend too much time manually gathering financial data to assess a business’s creditworthiness. With fragmented information across different sources, decision-making is slowed down and often missing early risk signals.
Drill down into outstanding balances, repayment histories and total exposure to get a structured, reliable view of credit risk.
Access historic credit search data to identify businesses actively looking for financial products, giving early insight into changing credit needs.
See a breakdown of outstanding debt across different credit products, allowing teams to efficiently assess exposure.
Banks often struggle with incomplete visibility across different lending products and end up working in silos. This lack of connected insight makes it harder to spot cross-sell opportunities and understand customer borrowing behaviour.
Break down internal silos by bringing together structured data on a customer’s total financial exposure, enabling relationship managers and credit teams to align on opportunities.
Identify where customers may benefit from additional financial support based on borrowing patterns, outstanding credit and product usage.
Track cash flow trends over time to pinpoint recurring liquidity needs, allowing banks to offer the most suited financing solutions exactly when customers need them.
“ProBanker is proving to be a valuable tool for identifying cash flow issues, credit risks, and potential cross-sell opportunities. Tailored insights streamline pre-meeting preparations and improve client interactions and customer experience.”
“ProBanker helps identify risks before meeting with clients. This approach shifts conversations from generic to targeted, ensuring better alignment of services with client needs.”
“ProBanker supports better decision-making, particularly when assessing a prospective or existing customers' financial stability.”
Ready to experience the new era in banking? Talk with one of our specialists to find out more about using ProBanker.
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