Ongoing Financial Risk Monitoring

Many banks and credit unions struggle to access a 360-degree view of their commercial banking clients’ financial health.

Ongoing Financial Risk Monitoring

Many banks and credit unions struggle to access a 360-degree view of their commercial banking clients’ financial health.

It can be challenging to see how many services they’re using, their level of financial risk, their cash flow situation and whether or not they are in a good position to refinance another loan.

Identify Growth Opportunities, Mitigate Risk Factors

Of course, you can pull a quick snapshot of a clients’ business at the point of lending with our Credit Risk Analysis platform.

But, if you could track financial performance trends and underwriting risk on an ongoing basis, you’d be able to identify growth opportunities in your clients’ businesses’, while mitigating any risk factors.

Today, it’s impossible...

…for you to know in advance if a client is going to default on a loan payment, until they do.

Today, it’s impossible...

…for you to proactively identify if and when they might be a good candidate for another financial service.

But imagine if tomorrow,

you could monitor, analyze and assess the ups and downs of your clients’ financial risk score?

Leverage Insights to Deepen Relationships

Our AI-powered Financial Risk Monitoring platform is changing how banks and credit unions deliver financial advisory to their clients. We’ll help you transform these risk and opportunity insights into actionable business intelligence.

Personalize Financial Advice for SMB Clients

By empowering your staff with personalized product recommendations and customized financial advice to share with clients.

Run Quarterly or even Monthly Reviews

With easy access to cash flow, revenue and expense categories reporting in real-time.

Help your Clients Identify Growth Opportunities

With automated proactive analysis and cashflow forecasting and predictions.

Coach your Clients on Improving Financial Operations

With intelligent financial alerts on when to send invoices or pay bills.

See Risk Indicators to Indicate when a Payment may be Missed

So you can proactively set up a client conversation.

How Financial Risk Monitoring Works

Looking for more information on Financial Performance & Underwriting Risk Monitoring?

Why JUDI.AI?

We believe in helping banks and credit unions access deeper, faster financial insights about their members, by leveraging risk assessment data through machine learning.

We’ll Help You Get Up and Running in 6-8 Weeks

We Can Offer Ultimate Configurability for Your Needs

We’re Your Partners in Transforming the Loan Underwriting Process

Why JUDI.AI?

We believe in helping credit unions and community banks access deeper, faster financial insights about their members, by leveraging risk assessment data through machine learning.

We’ll Help You Get Up and Running in 6-8 Weeks

We Can Offer Ultimate Configurability for Your Needs

We’re Your Partners in Transforming the Loan Underwriting Process

JUDI.ai

IN THE NEWS

Sunova Credit Union Partners with JUDI.AI to Transform its Small Business Lending Experience
November 5, 2020