Understand & Prioritise - Portfolio Insight Services
Risk management due diligence
Find weaknesses and value opportunities in your lending and risk management activities
Reporting & segmentation
Convert your raw account data into concise, accurate and timely management information
Analysis & benchmarking
Understand where value improvement opportunities exist through analysis and benchmarking portfolio segment performance
Forecasting & valuation
Understand the value embedded in your portfolios and the potential future cashflows at a segment level
Scenario analysis
Accurately model and predict future outcomes to create a prioritised portfolio performance action plan
Reporting and segmentation
Produce robust, timely and informative Management Information. Identify the key segments within your portfolio and track the trends of the profit drivers. Drill down into the Key Performance Indicators to understand today's performance
Typical Applications
Development of Board MI packs that provide clear and concise analysis of business performance along with drill down capability
Mapping the impact of new business initiatives through to key performance indicators and subsequent profit and loss performance
Solving problems caused by having multiple reporting packs, using numerous data sources, giving a cluttered and confusing view of portfolio performance
Example Clients
"Euristix were extremely helpful in getting me to my ultimate goal - having a crisp
and concise MI pack to tell me quickly where I needed to focus my attention."
Rahim Nathwani -
Business Intelligence Manager, Oakam