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Product Sheets
Baker Hill Advisor offers three products on one browser-based, comprehensive platform designed to help financial institutions determine the total value of each client relationship. By redefining the way relationships are managed, financial institutions can develop targeted strategies and increase the bottom line.
Attract and Retain Clients
Baker Hill Client Advisor addresses the need to attract and retain clients. It is the glue that holds together a financial institution's calling efforts across lines of business. Baker Hill Advisor uniquely focuses on the business needs of individual departments. From unique sales processes to individual views of client data, Baker Hill Client Advisor is configured so each line of business, calling officer and service team member can achieve their individual performance target, while communicating client activity, goals and opportunities across the organization.
Protect the Quality of Your Client Portfolio
Baker Hill Exception Advisor supports exception management and compliance by providing a flexible framework to securely monitor document, policy, compliance and exception management across lines of business. By automating the administrative and relationship management aspects of exception management, financial institution's will experience decreased loan loss, a reduction in risk exposure and declining client servicing costs.
Streamline Portfolio Management Processes
Baker Hill Portfolio Risk Advisor leverages Experian's expertise to help banks mitigate risk, identify cross-sell opportunities, more effectively manage the renewal/extension process and streamline the portfolio management process. By integrating internal performance data across the bank with external scoring data from Experian, Baker Hill Portfolio Risk Advisor delivers an accurate, point-in-time view of the bank's entire portfolio.