Notice Manager
Manage Incoming Bank Loan Agent Notices On a Single, Secure Platform
For financial institutions including banks, money management and investment firms, hedge funds, insurance agencies and private equity funds, Notice Manager enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings. Use this service to streamline your day-to-day operations and take control over research and audit needs using historical information.
Notice Manager provides workflow and collaboration tools to optimize front- and back-office operations. The service allows you to efficiently handle changing data dissemination and retrieval requirements and supports faxes and emails, including attachments in Excel, Word, PDF and other formats.
Notice Manager uses AI to automate the extraction, normalization and validation of 80+ data elements from agent notices which, in turn, reduces manual review time, minimizes errors and accelerates downstream processing to drive significant efficiency gains across the lifecycle.
Key Benefits
Efficiency
Achieve straight-through-processing (STP) with proven message routing and eliminate the need for storage space when you convert from manual to electronic filing.
Streamlined Workflows
Configure queue segmentation so that you can automatically assign a facility to the appropriate operations team member.
Flexibility
Customize workflow steps based on your internal operational procedures and quickly search historical documents with diverse criteria.
Categorize Documents
Categorize incoming notices by portfolio, receive date, issuer, facility, activity type and effective date.
Robust Reporting
Use reporting tools to optimize workflow trafficking and identify notice processing bottlenecks.
Integrated Access
Access Notice Manager through the same platform as Loan Reference Data, ClearPar, Loan Reconciliation and other offerings, so that your agent notices and loan data are all in one place.
Request Follow Up
Loan managers globally trust Notice Manager to provide them with access to updated information about loan holdings in a secure platform from a single, validated source. We receive over 19 million notices every year and process them with a 99%+ accuracy rate.
Complete the form to see the platform in action or find out more.