Trade Finance

Improve compliance and efficiency by automating and centralizing standard trade processes.

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 Trade Finance Automation Software - Trade Finance

Trade Finance Automation Software


Automate and centralize standard trade finance processes, including export and import-related documentation, negotiation, quotation, and remittances. Ensure adherence to SLAs and regulatory requirements by implementing checklists, efficient tracking of credit documents, and internal controls. Furthermore, increase the scale of operations by extending trade finance services to even low-volume branches.

Trade Finance

Multi-channel Trade Process Initiation

  • Multi-channel transaction initiation via web portal, handheld device, or branch walk-in
  • Automatic retrieval and population of customer details from core banking system

Straight-through Processing

  • Elimination of manual case reviews with an automated rules engine
  • Direct posting of transactions into the core banking system

Loan Limit Availability Check

  • Limit availability checking to fetch and earmark limits, and push the limit utilization data for each transaction
  • Instant access to loan account numbers and repayment schedules
Trade Finance

Streamlined Online Operations

  • Centralized trade operations with online trade finance processing at a central hub
  • Improved liquidity with the release of cash otherwise stuck in a complex supply chain

Cost Reduction and Scalability

  • Centralized trade operations with online trade finance processing at a central hub
  • Improved liquidity with the release of cash otherwise stuck in a complex supply chain

Trade Process Monitoring and Reporting

  • Business activity monitoring to track loan requests, processes, and resource utilization, as well as to generate reports and user-specific dashboards
  • Master data management module to manage various masters

Solutions for Financial Institutions

Online Account Opening

Deliver a frictionless, personalized, and omnichannel...

Lending

Ensure scalability to cater to all loan types and...

Trade Finance

Improve compliance and efficiency by automating and...

Payments

Streamline your payment processes with new technologies to...

Compliance and Reporting

Comply with regulatory requirements to mitigate risk and...

Success Stories

Credit offers in less than 1 minute - Trade Finance

Credit offers in less than 1 minute
Qander Consumer Finance leverages Newgen’s automation platform to transform and automate their banking processes,...
End-to-end automation of loan origination process - Trade Finance

End-to-end automation of loan origination process
John J. Smith, EVP and Chief Information and Administrative Officer, talks about using Newgen’s solutions to automate...
50% reduction in costs - Trade Finance

50% reduction in costs
Nancy Foster, SVP and Credit Administrator, talks about using Newgen’s solutions to digitally transform BNB Bank’s...

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Brochure: Trade Finance Process Automation Solution

Brochure

Trade Finance Process Automation Solution

Globally, trade finance processes have not been optimized sufficiently due to paper-based practices slowing down ...

Brochure: Trade Finance Automation Software by Newgen for Jack Henry Core Banking System

Brochure

Trade Finance Automation Software by Newgen for Jack Henry...

Newgen with its VIP member status with JHA, seamlessly integrates its Trade Finance Solution Accelerator ...

Case Study: Tech-Savvy Bank Partners With Newgen to Transform Trade Finance Processes

Case Study

Tech-Savvy Bank Partners With Newgen to Transform Trade...

Download this case study for insights on how Newgen automated this bank’s trade finance and ...

Case Study: Sprucing Up the Trade Finance Process for a Leading Indian Bank

Case Study

Sprucing Up the Trade Finance Process for a Leading Indian...

Download this case study to understand how Newgen enabled the bank to completely transform their ...