IntelliAssist is a revolutionary tool designed to enhance early client assessment and decision-making for bankers in commercial banks. Targeting commercial clients, the engine provides timely recommendations based on risk capital and potential return, helping RMโ€™s prioritize leads and identify cross-sell opportunities early in the underwriting cycle and helps Risk/Operations functions ensure correct policies are incorporated during deal execution. 
Provides automated suggestions for banking products based on industry patterns, client size, and geographical locations.
  • Automated Suggestions: Recommends products like lending lines, treasury services, and fee-based services.
  • Industry Patterns: Analyzes industry, supplier, consumer segments, and geographical data.
  • Suggests relevant products automatically.
  • Tailors recommendations based on detailed client profiles.
  • Uses industry-specific data for accurate suggestions.
Offers dynamic pricing models that integrate internal and external market factors to provide precise pricing recommendations.
  • Dynamic Pricing Models: Considers internal pricing and external market factors.
  • Historical Data Integration: Uses historical case studies to inform pricing strategies.
  • Provides tailored pricing recommendations.
  • Integrates historical data for accuracy.
  • Adapts to market changes for consistent pricing.
Offers dynamic pricing models that integrate internal and external market factors to provide precise pricing recommendations.
  • Dynamic Pricing Models: Considers internal pricing and external market factors.
  • Historical Data Integration: Uses historical case studies to inform pricing strategies.
  • Provides tailored pricing recommendations.
  • Integrates historical data for accuracy.
  • Adapts to market changes for consistent pricing.
Compares clients against industry peers and assesses potential credit risks using a combination of internal and external data.
  • Peer Comparison: Benchmarks clients against industry peers.
  • Risk Assessment: Provides early risk return and capital requirement indications.
  • Delivers detailed peer comparison.
  • Assesses potential credit risks effectively.
  • Uses comprehensive data for accurate analysis.
Seamlessly integrates with CRM and lead management systems to enhance data accessibility and client profile management.
  • Seamless Integration: Compatible with systems like Salesforce.
  • Profile Creation: Allows RM to create detailed profiles in CRM.
  • Integrates easily with existing CRM systems.
  • Enhances client data management.
  • Streamlines the lead management process.
Generates detailed reports and analyses, including peer comparisons, default scans, and risk/return assessments.
  • Peer Comparison: Provides detailed peer benchmarking.
  • Default Scan: Predicts default probabilities using historical data.
  • Offers comprehensive client analysis.
  • Predicts default risks accurately.
  • Facilitates informed decision-making.
Generates detailed reports and analyses, including peer comparisons, default scans, and risk/return assessments.
  • Peer Comparison: Provides detailed peer benchmarking.
  • Default Scan: Predicts default probabilities using historical data.
  • Offers comprehensive client analysis.
  • Predicts default risks accurately.
  • Facilitates informed decision-making.