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03  Loan Monetization Impact Evaluation Workflow

Citi SMB

2025
In large financial institutions like Citi, loan monetization decisions can affect multiple business lines. However, stakeholders often lack a centralized view of its client-level impact.

To address this, we designed a cross-functional Loan Monetization Workflow. Sponsors can initiate a workflow to auto-fetch key client data. They may also send questionnaires to sales for additional input, enabling better risk visibility and strategic coordination.

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