Securities-Based Lending
Sophisticated simplicity for SBL
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Automate time-consuming lending steps
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Perform simple onboarding
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Customize advisor- and client-specific portals
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Access rich datasets and live monitoring tools
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Execute real-time SBL stress testing to mitigate risks
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Optimize loans using predictable analytics
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Use out-of-the box, customizable credit policies and loan conditions
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Provide clients with self-service features
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Lower total cost of ownership
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Drive business on both sides of the client balance sheet
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Drive revenues and AUM with automated prospecting and marketing
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Leverage machine learning for intelligent prospecting
End-to-end digital SBL
Streamlined origination, collateral management, and more
Reduce time-to-loan with a cloud-based workflow automation. Eliminate friction with digital onboarding, automated tasks, prospecting and marketing, and consolidated reporting.
Democratized access to securities-backed loans
Remove the need for a bank affiliation with the Wealth Lending Network, which gives advisors access to credit and debt consolidation options.
Real-time data and SBL stress testing
Make informed decisions using aggregated portfolio, pricing, securities master, and ratings data. Use stress tests to mitigate risks and potential loan churn.
Intuitive dashboards for easier lending
Provide clients with self-service tools to process requests without taking time from advisors. Give advisors consolidated views of the lending portfolio.
Improved sales predictability
Populate your advisors’ sales pipeline with machine learning models that generate pipeline, predict loan churn, generate automated responses to marketing signals, and reveal next best actions.
