Why Wolters Kluwer CASH Suite
CASH Suite is the award–winning financial analysis and credit risk management software solutions preferred by lending professionals.
It enables commercial lenders to accelerate new business development and client retention efforts by: increasing efficiencies in data analysis, workflow process and robust data integration; accelerating credit memo preparation, covenant tracking and in depth reporting; improving profitability in pricing practices, risk - rating and underwriting.
The power of CASH
Sales & marketing
CASH Bridge™
Core systems integration to facilitate effective commercial life-cycle relationship and portfolio management.
CASH Opportunity™
CRM for all commercial sales and service activities; supports planning, pipeline tracking, and reporting.
CASH Borrower Portal™
Provide your existing and potential clients with an online access point to start a loan inquiry and securely submit documents – all from your website!Underwriting, assessment & credit decision
CASH Insight™
Financial analysis of commercial relationships at individual borrower and guarantor levels.CASH Insights includes CASH Tax Importer
CASH Tax Importer™
Leverage optical character recognition (OCR) technology to extract and import information from tax returns.
CASH CRE™
Commercial real-estate stress testing and loan to value positions.
CASH Reward™
Loan grading and risk scoring across the commercial portfolio.
CASH Profit™
Consistent commercial loan pricing to meet return on asset/equity goals at the transaction and relationship levels.Closing, documentation & boarding
ComplianceOne® Integration
Drives workflow and analysis capabilities from lead generation to post-close servicing and reporting, helping lenders achieve straight-through processing across every step of the commercial loan lifecycle.
Medici® Integration
Centralize commercial lending administration, expedites the loan process, and offer compliance management to minimize risk.
Servicing & tracking
CASH OnTrack™
Proactively manage ticklers and financial reporting covenants at the borrower and portfolio levels to reduce loan loss.
CASH Globalview™
Comprehensive loan portfolio management, including rolled-up data and analysis across CASH Suite solutions.Integrate the below into all of the above CASH Solution sets to enhance the modules and increase efficiencies and accuracy while reducing operational risk and improving profitability.
CASH Workflow™
Provides visibility and control of your commercial lending process.
CASH Doc™
Automated credit memos and reports compliant with Microsoft Office.Services
Professional services
Our priority is to understand what the success of your new product means to you. What do you want it to accomplish? What reporting and processing functionalities are you hoping to gain? Where do you see your organization going in the future? Based on that understanding, we’ll work with you to configure the CASH Suite fu nctionality so that it does the things you want it to do to meet your business goals now—and looking forward to the growth of your business—knowing that we can help you along the way.
Training
Our training services are customized to meet the specific needs of your organization. Whether you select facilitated online training, a self-paced online course, or an on-site facilitated training at your institution, your staff will receive a comprehensive overview of your CASH module(s) and step-by- step training on system functionality. We will work with you to determine the training plan that works best for your team, resulting in confident and proficient CASH users.
Support
Our support is centered on you! We’re here for you Monday-Friday, 12 hours a day whether that is a live phone call with one of our experienced support staff, or via our dedicated solution support website. We are here to support you!
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