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Financial Services

Portfolio risk management for financial services

From customizable profiles to automated assessments and real-time monitoring, streamline your Portfolio Risk Management program with Evident.

AgSouth Farm CreditFarm Credit of the VirginiasAmalgamated BankSignature Bank of GeorgiaThe Bancorp Bank

How Evident helps banks and credit unions

Protect collateral

Verify that risks to collateral have been properly insured, enhancing your financial security and meeting compliance requirements. Gain peace of mind and confidence knowing your organization is well-protected from potential risks.

Take control

Gain control by collecting and maintaining comprehensive records for loan collateral. Get real-time visibility into your expanding borrower network, allowing you to manage and mitigate risks.

AgSouth Farm Credit case study farm landscape

How AgSouth Farm Credit reduced administrative burden by 85% with Evident

Discover how AgSouth Farm Credit streamlined its insurance verification process, enhanced compliance, and scaled operations seamlessly with Evident’s automated platform—empowering them to focus on supporting their farming community.

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"Since implementing Evident, we’ve seen an 85% reduction in administrative burden related to insurance verification. This allows our team to focus on building stronger client relationships."

Jennifer DavisChief Information & Strategy Officer

Key features

Automated evaluation

Streamline borrower evaluations effortlessly.

Automate evidence collection and evaluations for borrowers with configurable rules. Simplify the process from submission to exception handling, ensuring efficiency and accuracy.

Customizable profiles

Tailor requirements for each borrower type.

Create detailed profiles to match unique borrower risks, ensuring precise and relevant evaluations. Adapt to diverse needs with flexible configuration criteria.

Ongoing monitoring

Real-time oversight of borrower risks.

Continuously monitor borrower risks, compliance status, and performance metrics. Stay proactive with up-to-date data to address potential issues before they arise.

30K+ data points

Make informed decisions with extensive data.

Leverage over 30,000 data points for thorough borrower evaluations. Build rules to analyze data that reflects key risk factors, enhancing decision-making.

Business verification

Verify borrower legitimacy and standing.

Check official records, including Secretary of State registrations and tax documents like W-9 forms, to confirm the legitimacy of borrowers and streamline the approval process.

Document evaluation

Automate document review.

Use advanced algorithms and customizable criteria to automate the assessment of borrower compliance and risk factors. Speed up document review while ensuring accuracy.

See the workflow

See borrower coverage checks in action

See how Evident verifies insurance, matches your requirements, and monitors changes in a tailored 1:1 demo.

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Vendor insurance document receivedReady for automated review
Document capturedCOI and coverage details
Requirements matchedTerms, limits, and exceptions
Risk continuously monitoredChanges and expirations
Actual Evident dashboard with an animated supplier compliance workflow.

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Discover how Evident transforms risk management for financial services.

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