For Bank Executives
How can we identify businesses ready for financing — and those that need support first?
For SME banking executives, heads of business relationships, and relationship management leaders: an executive view of every business in your book — how they are performing, how ready they are for financing, and where advisory conversations will have the greatest impact. This is not a credit decisioning tool; nothing in the platform constitutes a lending recommendation.
Why this matters
The decision leaders in your role struggle to make.
01 · Reality
Your SME book is a book of businesses of businesses whose success determines yours.
02 · The challenge
Relationship managers see one client at a time; leadership sees numbers only after they have already moved.
03 · If nothing changes
Ready-to-grow clients are missed. Quietly weakening borrowers surface only when it is too late. Advisory conversations feel generic.
04 · A better way
An executive view of the whole SME book — business health, revenue readiness, and early-warning flags — with a one-page brief ready for every client conversation.
05 · The outcome
Relationship managers walk into every meeting prepared. Leadership sees risk before it moves. Advisory becomes a growth and retention driver.
How Revenue Intelligence helps
What changes when you can see every business in one place.
See your whole SME book in one place
A clear view of business health and revenue readiness across your SME book, with trends and early-warning flags for the businesses to watch.
Growth Readiness score
How prepared each business is to achieve consistent revenue growth — across leadership, financial visibility, and operations.
Executive brief for every client
A one-page executive brief for every client — priorities, evidence, and next steps — ready before every relationship manager conversation.
Compare with similar businesses
Each business compared with peers in the same industry, size, and region, so recommendations are grounded in context.
Early warning on high-risk clients
A short list of borrowers whose business health is quietly weakening — so relationship managers can engage before it shows up in the numbers.
Executive summary for the SME committee
A board pack for the SME executive committee — refreshed automatically, traceable to the underlying evidence.
How it works
From onboarding to measurable business improvement.
01
Bring the SME book onto the platform
Import your book, organized by industry, size, region, and relationship manager.
02
First business reviews
Priority clients complete a structured Business Performance Review, verified by the relationship manager or bank advisor before publication.
03
Prepare for every client conversation
The relationship manager opens the client, sees priorities and evidence, and walks into the meeting prepared.
04
Measure how the book is improving
Each quarter, the platform shows the measured improvement at the level of the book, the segment, and each relationship manager.
Business results
What appears in your executive summary.
7
Areas of performance measured
Every score
Evidence behind every score
≥ 60%
Advisor prep time saved
Full
Auditor traceability
How leaders use it
What executives and their teams do with the platform.
SME head of business relationships
Segment health, businesses requiring immediate attention, relationship-manager workload, and the quarterly board pack — in one executive view.
Relationship manager
A client-ready executive brief for every conversation. Priorities, evidence, and next steps prepared in advance.
Credit and risk (advisory-only)
An early-warning signal for advisory outreach. Explicitly not a credit score and not part of the credit decisioning workflow.
Bank advisory services
Offer business advisory as a growth and retention service, priced against the measured business improvement it delivers.
“Our relationship managers walk into every client meeting prepared — the way research briefs an investment banker.”
Illustrative case study