Simplify the management of ESG criteria with your borrowers

Quickly equip your teams with a tool to manage ESG criteria

Collecting and controlling ESG criteria, monitoring their impact on the credit margin and generating reliable reporting. ESG requirements have become a priority for banking institutions.

How can you easily ditribute ESG loans to your SME or ITE clients ?

The reality of these new offers requires a lot of process adaptation, while your teams lack resources and tools to manage them.

Pain point

How to trace the evolution of the extra-financial criteria of the contract with your borrower ?

Pain point
The Desk response

Give the Borrower direct access to the ESG criteria he must provide (environmental, social and governance criteria). He is automatically alerted for each deadline to post the documents and/or deliverables. The Agent bank can then check them and share them with the right people.

The Desk response
Pain point

How to track the loan margin impacts due to the values of extra-financial criteria?

Pain point
The Desk response

The Desk allows traceability of all controls performed on ESG criteria. For each control, the Agent can activate an impact on the loan margin, inform the back office of any changes to be made, and notify the financial partners if needed.

The Desk response
Pain point

How to identify the ESG criteria among all the covenants to be controlled on the same loan?

Pain point
The Desk response

The Desk allows you to assign a category to each covenant to be controlled. It allows you to filter and report the ESG criteria of the operation. The Agent can also monitor guarantees/securities, financial covenants, documentation commitments and ESG criteria within the same file.

The Desk response
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The Desk, a unique solution and many benefits :