How one bank transformed its deal origination and portfolio management with DPX (the next generation of DealPoint)

Client A, a large bank, had managed its portfolio centrally for a long time.  But the bank realized the strategy was ineffective and cost-prohibitive when the market becomes illiquid (such as during the recent financial crisis). Client A decided to manage risk sensitivity by ensuring that loans entered the portfolio at par value upon origination.

Client A was using multiple spreadsheets to help price loans, which discouraged pricing consistency across the business.  The client required a modern, future-proof solution that was scalable, easy to use and centralized to fit the bank’s needs.

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