Transforming CRE Lending for a Life Insurance Firm
How a Regional Bank Streamlined a $93B CRE Portfolio with AI
Industry
Regional Bank – Full-Service CRE Lending
Challenge
A regional bank faced inefficiencies from manual CRE portfolio management and siloed data, limiting scalability and insights.
Results
Reduced manual data entry by 80%, improved portfolio accessibility, and enabled AI-driven risk assessment for smarter, faster decision-making.
Key Product
Portfolio Intelligence