INTELLIASSIST
Revolutionize Early Client Assessment with Our Cutting-Edge Recommendation Engine
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 RMโs 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.

THE PROBLEM
Early Client
Assessment
Difficulty in assessing risk capital and potential return early on.
Product and Policy
Recommendations
Inadequate tools for proposing appropriate policies, products, and covenants.
Inefficient
Processes
Manual and time-consuming assessment procedures.
Centralization
Issues
Lack of a centralized system to capture covenants and triggers, often leading to manual data capture.
PRODUCT FEATURES

Product Recommendations
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.

Convenants Assessment
Evaluates financial and non-financial covenants using standard company policies, with customizable parameters for client-specific needs.
- Standard Covenants: Applies standard financial and non-financial covenants.
- Customizable Parameters: Allows customization based on client needs.
- Ensures compliance with standard policies.
- Adapts covenants to specific client requirements.
- Enhances risk management through tailored assessments.

Integrations
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.