CASH Suite™ Award-winning Commercial Lending Software Solution | Wolters Kluwer
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CASH Suite™

  • A powerful commercial lending software solution that helps business lenders increase profits and grow top-line revenue by achieving straight-through-processing across every step of the commercial loan lifecycle.

    CASH Suite™ puts ten integrated financial analysis and credit risk management software solutions into the hands of lending professionals. CASH Suite enables your entire loan team to streamline tasks like business development, financial analysis, risk management and pricing, credit communications and approvals, covenant compliance tracking, portfolio management, stress testing, and in-depth reporting—ultimately increasing efficiency and accuracy to reduce operational risk and enhance long-term profitability.

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    CASH Bridge™ — Core systems integration to facilitate effective commercial life-cycle relationship and portfolio management.

    CASH Opportunity™ — CRM for all commercial sales and service activities; supports planning, pipeline tracking, and reporting.

    CASH Insight™ — Financial analysis of commercial relationships at individual borrower and guarantor levels.

    CASH CRE™ — Commercial real-estate stress testing and loan to value positions.

    CASH Reward™ — Loan grading and risk scoring across the commercial portfolio.

    CASH Profit™ — Consistent commercial loan pricing to meet return on asset/equity goals at the transaction and relationship levels.

    CASH OnTrack™ — Proactively manage ticklers and financial reporting covenants at the borrower and portfolio levels to reduce loan loss.

    CASH GlobalView™ — Comprehensive loan portfolio management, including rolled-up data and analysis across CASH Suite solutions.

    CASH Doc™ — Automated credit memos and reports compliant with Microsoft Office.

    CASH Workflow™ — Provides visibility and control of your commercial lending process.

    Professional Services

    Our priority is to understand what the success of your new product means to you. What do you want to accomplish? What reporting and processing functionalities are you hoping to gain? Where do you see your organization going in the future? Based on that understanding, we’ll work with you to configure the CASH Suite functionality so that it does the things you want it to do to meet your business goals now—and looking forward to the growth of your business—knowing that we can help you along the way.


    Our training services are customized to meet the specific needs of your organization. Whether you select facilitated online training, a self-paced online course, or on-site facilitated training at your institution, your staff will receive a comprehensive overview of your CASH module(s) and step-by-step training on system functionality. We will work with you to determine the training plan that works best for your team, resulting in confident and proficient CASH users.


    Our support is centered on you! We’re here for you Monday-Friday, 12 hours a day whether that is a live phone call with one of our experienced support staff, or via our dedicated solution support website. We are here to support you! “94% of our software users love our Support Team’s Ease of Understanding, Courtesy, Timeliness and Most Importantly – their knowledge to help!” 2016 Software Survey


    Industry-leading analysts along with prominent publications and trade associations continually recognize Wolters Kluwer for its unique combination of expertise fused with technology and services.