The FlowPoint Difference

You need transparency to effectively manage financial risk and drive your business’s growth. Doing that work with disconnected systems is challenging. Without effective automation in place, the mechanics required to deliver timely risk reports and alerts reduce productivity, increase risk, and hinder portfolio growth.

FlowPoint’s centralized business collaboration hub optimizes client data collection to enhance risk management. Sharing your time series reports with your clients in a shared, auditable, self-organizing data space means you’ll both work from the same performance data set.

This transparency, grounded in standardized criteria and smart forms tracked across custom reporting intervals, creates the early warning systems you need for effective risk management.

Innovation Tailored to Your Needs

FlowPoint’s platform makes it easy to collect, visualize and analyze higher-order performance analysis. Here’s six ways your data will work harder for you:

Leverage your raw data
Using smart forms to calculate more advanced fields (e.g., EBITDA, current ratio, net working capital). Calculations don’t need to be manually processed, reducing the likelihood of human error.

Configure custom thresholds
Set alerts for time-series aware operational performance KPIs–either financial or compliance to stay focused on the priority pieces of each business in your portfolio

Standardize your FlowPoint data points
Our proprietary data ingestion process builds a secure, time series and shareable information store for effective and accurate analytics.

Share what you want, when you want
Assign granular control over who sees what data and when via centralized dashboards linked to credentials to tier permission, access and alerts by individual or department.

Generate the audit log as you go
Make last-minute audit scrambles a relic of your past. FlowPoint automatically tracks and logs activity so you see who submitted what and when with complete transparency. Realize a Single Source of Truth for clients and your internal team.

Chart all your time series reporting data with FlowPoint Compliance Scores™
Determine which of your clients report on time, and which are consistently late. Build a unique quantitative risk analytic to judge company behavior across your portfolio. This insight will allow you to tailor reminder cadence, covenants and communication based on client reporting habits.

This flexibility lets you specify trending indicators and connect them to FlowPoint’s early warning notification system, allowing you to catch leading indicators of risk and opportunity in near real time.

You can drill in for the most relevant performance data about a company, demographic or portfolio and get the crucial information you need to make decisions.

Augment your decision making with FlowPoint’s improved data ingestion model and standardized inputs.

Four Ways to Optimize Your Financial Business Reporting

Here are four key benefits FlowPoint’s centralized platform offers:

Highest client reporting compliance rates—It’s possible to achieve 90%+ compliance across your portfolio. And yes, you read that right.

Detect leading risk indicators faster—Maximize your success by structuring your data and using smart forms to anticipate changing market conditions and performance factors as they occur in near real-time

Materially reduce client monitoring overhead—Free up as much as 33%+ more time to apply to risk management and customer relations instead of manual monitoring.

Achieve the best end customer sentiment across the reporting and monitoring experience. Earn 4/5 star ratings from your clients by delivering a clear, useful and easy user experience backed by a shared, time series data room to organize and track submitted documents over time.

Fast-track your path to stronger results

+90%

compliance in loan
reporting

Materially

reduce time spent on
loan monitoring

Unlock your competitive advantage with FlowPoint’s easy, transparent portfolio monitoring

FAQ

Time to Value

How long will it take me to configure your solution for initial use?

Within a few hours, FlowPoint can be set up for reporting. We’ll work with you to get these initial configurations in place quickly and provide the orientation sessions that will rapidly get you using it on an independent basis. Unlike many financial systems, FlowPoint requires very little to no I.T. integration, so your time to first use will be rapid.

Do you provide professional services to help me manage FlowPoint?

Yes, should you wish, we can also provide ongoing business support services to help you operate and optimize FlowPoint. And, due to our extensive experience in the lending industry, we can also provide in-depth guidance on standardization and best-practices around loan origination and servicing workflows.

Reporting Requirements

How frequently can I request documents from my clients?

As often as you need. FlowPoint accommodates almost any reporting frequency. You can flexibly define any number of recurring cadences to run for weeks, months, quarters or years. Date-specific, one-time requests are also available to meet any ad-hoc needs.

For example, a lender would often require monthly, quarterly and annual collection requests for clients, which FlowPoint can equally accommodate in almost any combination.

Is there a limit to the number of documents I can request?

No. There are no specific restrictions that limit how many documents you can request. We do encourage larger requests to be broken into smaller request instances to make it easier for the client to respond and for the analyst or account manager to accept.

If a submitted document needs to be changed, can clients easily do that? Or do they have to resubmit the whole package?

Yes, it’s easy for clients to do. No, they do not need to resubmit the entire package.

FlowPoint provides a full corrections workflow, which includes messaging at the document level to help clearly explain which documents have which issues to correct. Our guided corrections workflow helps make things clear and efficient, so there’s less back and forth.

In addition, our active reporting dashboard helps keep reports undergoing correction visible to all stakeholders with status tracking so you know where things are at a glance. It also maintains all submitted document versions. You can always go back, audit, and analyse your documents before making/requesting a correction. The best part? You produce an audit trail of correction events from start to finish for an even better picture of compliance