1
Select your
organizational structure
Simplicity and choice are key. Initially choose to include all or just some of the entities integral to your banking business. Then, as you grow more familiar with the platform, add your additional entities at any time. The same goes for users. Assign just a few key users to your entities at the start and then add the rest whenever you want.
2
Capture your
banking business
With at least one entity and user now in Xploritas, you can start adding your banking products and then complement them later on with, e.g., covenants, collateral and notes. Using its intuitive wizard, the system guides you, step by step, through the capturing process. The smart repository ensures you secure an accurate selection of your banking products, product families, associated metrics and banks, transforming them into your personal banking digital twin.
3
You’re all
set
The initial data is successfully in the system, meaning you can now:
- View dashboards about your banking portfolio
- See all available and actionable insights into risk, cost and compliance
- Run reports across your entire banking landscape
- Analyze your banking portfolio over time
- Set your banking policy metrics
- Optimize your banking landscape based on cost, risk and compliance
- And much, much more
4
Your insights
grow as you do
Continue to enrich your experience by adding your banking policy indicators, additional users, entities and banking products. Start utilizing the accurate and powerful information now at your fingertips in discussions with your banks and for internal presentations, and track your covenants and capture all underlying documentation in one centralized and accessible banking hub. With these newly and readily available insights, you are now empowered to better understand your position versus the banks’, and identify and understand all risks and opportunities.
