On-Demand Webinar

From Annual Review to Active Review
Optimizing Your Portfolio Monitoring

Annual Reviews are a check-the-box exercise that take up a lot of time and resources, yet rarely provide new or actionable insights. And, many banks still rely on excel spreadsheets, manual and siloed methods of gathering data, and human analysis.

What if you could turn your bank's annual review process into a highly efficient, always-on, deeply insightful and forward-looking view of your loan book?

Join us to learn how commercial banks can:

  • Enable efficiency and growth initiatives by reducing the time and resources spent on annual reviews, while focusing time on the borrowers that need it the most
  • Move from an annual, backward-looking review, to an ongoing, active and forward-looking one
  • Enable relationship managers to originate a larger proportion of deals across a wider range of sectors, with greater insights and new levels of efficiency
  • Enhance risk management capabilities by understanding overall borrower financial health at the individual loan level to take corrective action as needed


HughS Hugh Shannon Director of Growth & Operations, OakNorth
BryceLugar Bryce Lugar Solutions Consultant, OakNorth