Digitize your portfolio management
SFP Portfolio Management is a credit risk solution that supports organizations to streamline customer onboarding for lenders. It enhances portfolio management by digitizing processes for new customer acquisition, portfolio expansion, and real-time risk management.
Boost your productivity: minimize latency, maximize results
SFP Portfolio Management, built on Salesforce, enables swift customer onboarding, sleek integration for new dealers in your network and service delivery. This helps organizations to enhance overall customer satisfaction through a clean user journey, whilst maintaining the accuracy of credit decisioning.
Product implementations
A diverse customer and asset base gives us the experience to deal with almost any business case in wholesale finance.
Billion AUM with clients
We’re a trusted partner, with highly reliable systems keeping our customers in business.
Industry leading clients
From cars to boats to cranes, our software enables almost any asset to be financed.
Countries SFP is live in
We specialize in delivering multi-territory solutions, adhering to currency, tax, and legal requirements.
Benefits
Unlock a 360° view of your customer’s experience
Advanced analytics
By implementing advanced analytics businesses of all sizes can work to proactively identify potential risks before they become a loss.
Comprehensive decisioning
Integrate credit-related information to enable a smooth, streamlined decision-making process that enables lenders to reduce processing times.
Data-driven accuracy
Utilize accurate data to drive better informed decision-making processes and enhance overall business operational efficiency.
Agile internal processes
Create personalized offers for customers, establish agile processes for quick responses, and utilize collaboration tools to facilitate information-sharing.
Replace manual controls and accelerate time to funding
Spend less time evaluating data by streamlining the analysis of financial statements, bank records, and tax returns. Portfolio management software replaces manual controls and processes, empowering you to make precise and customized value-added credit decisions efficiently.
Efficient processes
Spend less time analyzing financial and bank statements and tax returns.
Paperless operations
All documents related to the dealer account are stored digitally.
Reduce risk exposure
Reduction of risk related to downtime or service interruption for maintenance.
Liability awareness
Elevated risk awareness from integrated and digitized risk indicator feeds.
Optimize financial decision-making with strategic integrations
Benefit from a range of strategic integrations available through a reliable partner ecosystem, ensuring turnkey solutions can be rapidly delivered
Open banking
Onboarding portal
Smart credit decisioning
SFP Wholesale integration
Accelerate your credit decisioning
Integrations with multiple open banking vendors facilitates speedy credit decisioning with the added benefit of an ongoing risk assessment.
Fast & effortless client onboarding
Advance operations with a high-quality, customizable web interface that enables customers to submit data and perform onboarding tasks with ease.
First class data analytics tools
Feed open banking and even PDF-based financial data in to smart analysis tool that enabling faster, more accurate decisions.
Straightforward system connectivity
Push new customers live with just one click. Then use portfolio, payment and other data to actively monitor risk of assets.
Technology
Plug and play from front to back-end
The next-gen platform for all your asset finance needs
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