Digitize your portfolio management
SBS 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
SBS 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 SBS 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
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 solution for all your asset finance needs
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FAQs
Find answers to our most commonly asked questions about SBS Portfolio Management.
What types of lenders and use cases does SBS Portfolio Management support? + –
It’s designed for banks, captives, OEM finance arms, independent finance companies, and specialized lenders in wholesale/floorplan finance. It handles diverse assets (cars, trucks, boats, cranes, heavy equipment, commercial items) and supports multi-territory operations with compliance for currencies, taxes, and local regulations. Ideal for onboarding new dealers, managing renewals, expanding portfolios, and monitoring risk in real time.
How quickly can SBS Portfolio Management be implemented? + –
Implementation timelines vary based on your organization’s specific needs, but our streamlined process ensures rapid deployment with minimal disruption to your operations.
How is SBS Portfolio Management built on Salesforce, and what does that mean? + –
It’s native to Salesforce, leveraging its CRM strength for a sleek user journey, customizable interfaces, collaboration tools, and rapid integrations. This enables swift dealer onboarding, service delivery, and a clean experience while maintaining precise credit decisioning – ideal for lenders wanting composable, extensible solutions without heavy custom development.
Can SBS Portfolio Management integrate with other systems? + –
Yes. The platform supports straightforward system connectivity and integrates with a wide ecosystem of partners, including open banking providers. New customers can be pushed live with a single click and monitored continuously through integrated data flows.
What makes SBS Portfolio Management different from traditional portfolio management tools? + –
Unlike manual or fragmented tools, SBS Portfolio Management combines onboarding, credit decisioning, analytics, and real-time risk monitoring in a single, integrated solution, backed by proven asset finance expertise and a strong partner ecosystem.
Why choose SBS Portfolio Management for dealer onboarding and risk? + –
It replaces outdated manual controls with digitized, Salesforce-powered efficiency while accelerating time-to-funding, boosting dealer satisfaction, and providing real-time risk insights. In a market shifting to digital-first asset finance, it offers proven global scale, seamless ecosystem integration, and future-proof extensibility.
How does open banking enhance credit decisioning in SBS Portfolio Management? + –
Integrations with multiple open banking providers deliver real-time account/transaction data for faster initial approvals and continuous monitoring. This reduces reliance on manual documents, improves accuracy (e.g., spotting cash flow issues early), and enables proactive risk management throughout the dealer relationship.
Does SBS Portfolio Management support real-time risk management? + –
Yes. The solution provides real-time risk insights through integrated risk indicator feeds, advanced analytics, and continuous monitoring of portfolio, payment, and customer data to proactively identify potential risks.
Is the platform suitable for multi-territory operations? + –
Yes, we specialize in delivering solutions across 50 countries, adhering to local currency, tax, and legal requirements.
How does deployment and pricing work? + –
Cloud-native SaaS (often via AWS Marketplace or Salesforce ecosystem), with modular/composable adoption. Pricing follows subscription models typical of SBS – predictable, scalable, and focused on low TCO through automation and reduced manual effort. Rapid rollout via Salesforce foundation and pre-built integrations.
Is the solution cloud-based? + –
Yes. SBS Portfolio Management is delivered as a cloud-based solution built on Salesforce, offering scalability, reliability, and reduced operational risk related to system downtime or maintenance.