Efficiency 

Credit teams at banks spend significant time compiling board and management reports, often pulling data from multiple sources to create dashboards, slides, and reports that can exceed 40 pages. These reports are critical for tracking concentrations, ratios, historical performance, and risk profiles. However, manual processes—built in spreadsheets—require frequent updates, redundant data entry, and complex formatting, making accuracy and consistency difficult to maintain.

Beyond the inefficiency, static reports make decision-making cumbersome. With Qualtik, answering executive or board questions about portfolio risk is seamless—no need to pull additional data or reformat reports. Users can quickly adjust configurations, drill down into specific risk factors, or zoom out for a higher-level view in real time. This means faster insights, more agile decision-making, and no delays waiting for further analysis.

Concise

Qualtik streamlines this entire process, enabling banks to generate the majority of recurring reports with just a few clicks. Instead of spending hours assembling data, credit teams can focus on analysis and decision-making.

• Automated Data Aggregation – Eliminates manual data compilation by centralizing key loan metrics for faster reporting.
• Saved Dashboards – Ensures consistent reporting on critical metrics, improving clarity for board and management presentations. Set your filters and save the dashboard for access with one click the next time you’re ready to generate a report. 
• Real-Time Trend Analysis – Provides up-to-date insights into portfolio performance, allowing teams to quickly assess risks.
• Save to PDF – All Qualtik dashboards and stress testing products have configurable save to PDF options. Making it easy to generate reports that can be printed or sent via email.

Interactive

With Qualtik, static reporting is replaced by real-time, interactive insights. When questions arise during meetings, credit teams can instantly drill down into key metrics—without needing to rework spreadsheets.