Creating efficient loan portfolio reviews

An automated workflow with actionable guidance built using in-house and third-party data enabled Desjardins Bank to successfully manage a growing loan portfolio without adding staff.


Desjardins Bank was able to aggregate data across multiple sources, increase loan review efficiency through automation and reduce manual intervention with its custom Loan Risk Engagement Report.

Additional benefits included:

  • A greater understanding of data tools and how to use them
  • Realization of the value of untapped data potential
  • A renewed focus on data and building trend reports
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85-90%

of the bank’s loan portfolio today is reviewed automatically by the custom Loan Risk Engagement Report.

Have a question for us?

For more information on Card Risk Office and other Fiserv solutions, call us at 800-872-7882 or click below.

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