Credit Portfolio Management Solutions, 2023: Market and Vendor Landscape

This report – the last in a series examining the evolving credit landscape – outlines Chartis’ view of the market and vendor landscape for credit portfolio management (CPM) solutions. It provides a comprehensive view of the various types and applications of CPM, including solutions for retail, corporate and private wealth management institutions, and the use of early warning systems in the CPM lifecycle. 

As a business function, credit portfolio management and monitoring has changed considerably in the past few decades, a transformation enabled by growing use of technologies such as artificial intelligence and machine learning, and by increased adoption of cloud infrastructures. As coverage of CPM has expanded into the areas of enterprise risk and treasury/asset and liability management, portfolio managers and traders have been looking for improved solutions that can enable them to stay abreast of rapidly changing markets and aware of potential risks.

But implementing effective CPM is not without challenges, notably around data quality and the wider financial environment, although non-financial risks – including the power of public opinion – are also creating issues for firms. To address these challenges, financial institutions will have to break the cycle of data and risk issues, investing in better-quality data and more due diligence.

The CPM solutions market is largely defined according to the types of institution – retail/corporate bank or wealth management firm – using the system, and their requirements. Vendors of CPM solutions should focus on providing high-quality analytics, simple integration and easy scalability, and capitalize on technology trends that include more diverse data, analytics scenarios and automation.

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