Software Solutions

Deal Manager

Ergo’s Deal Management Solution helps simplify and streamline the deal lifecycle from risk rating straight through to approval in addition to managing collateral for funds release.

This provides clients with the much sought after key once only principle to increase efficiencies by streamlining processes and eliminate errors within the deal management lifecycle. Using a browser based interface clients can benefit from 50% cost reductions by removing the time consuming traditional, paper-based approach to deal management.

Deal Manager is the ideal solution to enable clients to improve process efficiency, reduce costs, time and risk for deal processing whilst adhering to audit and government regulations.

The Deal Management Solution enables clients:
• Manage the deal pipeline from lead to investment
• Key once only principle removes the multiple re-keying process across multiple systems in   the deal lifecycle
• Simple integration with core decision rating engines and back office systems
• Improve deal professional productivity and promote best practices
• Risk and government regulations compliant
• Complete organisation of the internal workflow and allows the assignment of key tasks.



The Ergo Deal Management Solution delivers:
• shortened decision-making cycles and improved decision-making capabilities resulting in improved process efficiencies and better business decisions
• more agility in an increasingly competitive marketplace
• up to 50% reduction in the cost of processing by improving the quality of data being presented for decision and by allowing the bank to meet its operational challenge of head count reduction