Citizens Community Bank (CCB) of Ridgewood, N.J., has selected Financial Crossing Liability Manager, a product from Financial Crossing Inc., to expand its service offering to financial advisors and other intermediaries nationally.
Through the implementation of Financial Crossing's patent-pending liability management platform, financial professionals working with CCB can provide their customers with sound mortgage and liability portfolio advice, Financial Crossing says. The financial professional can then execute the selected mortgage transactions, instantly improving the client's financial portfolio.
Financial Crossing Liability Manager is a fully automated data-, analytics- and workflow platform that enables financial institutions and professionals in any capacity to efficiently deliver liability management services to their clients, with very little manual effort. Using real-time market data, Liability Manager conducts suitability analysis and pre-qualifies the client, ensuring that all options presented are advisable and actionable, the company adds.