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Writer's pictureShane Mahabir

Join Us! Leveraging Cash-Flow Data in SMB Portfolio Analysis & Underwriting

underwriting

The ability to effectively analyze and monitor SMB portfolios is challenging.


Syh Strategies and MoneyThumb have developed an innovative solution that simplifies how lenders can analyze their portfolios and improve their performance using cash-flow data.

 

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I'm excited to be moderating this session on Monday, November 4th at 4 PM EST! I’ll be joined by Sherif Hassan, Principal at Syh Strategies, and Sean McKay, VP of Sales at MoneyThumb. Together we'll share strategies to reduce risk, identify opportunities, and increase yield, to build and maintain a healthy portfolio.

 



What you’ll learn:

- The benefits of cash-flow data in portfolio analysis

- Proven strategies for identifying risk and fraud

- Cash-flow data as an underwriting tool

- How results lead to decisions using a real-world case study

 

Who should attend:

- Operations leaders

- Underwriting / Risk decision-makers

- Sales & marketing executives

 

Register below and join us on November 4th at 4 PM EST for this insightful session.


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