Trade finance software
Get a customized trade finance system
ready to go in 90 days
Solution includes
Onboarding
Borrower Portal
Back Office
Automated pre-approvals
Online credit limit and utilization management
Digital document exchange
Lifetime security updates
Easy customization & integrations
Onboarding
Seamless trade finance
borrowing experience
Clients can apply for loans online, hassle-free, from anywhere in the world and on any device.
HES trade finance automation system offers a seamless loan application process that empowers individuals
and businesses to conveniently access funds remotely.
HES trade finance automation system offers a seamless loan application process that empowers individuals
and businesses to conveniently access funds remotely.
Sign documents electronically
Safely store and share financial information with a paperless interface. Our trade finance software
solutions include integrated APIs for electronic signatures, enhancing workflow speed and
simplifying document management. Enable fully digital e-signature and approval workflows for
your team and borrowers, streamlining the entire process. Say goodbye to manual paperwork and
enjoy the convenience of digital signatures within our software.
solutions include integrated APIs for electronic signatures, enhancing workflow speed and
simplifying document management. Enable fully digital e-signature and approval workflows for
your team and borrowers, streamlining the entire process. Say goodbye to manual paperwork and
enjoy the convenience of digital signatures within our software.
Auto field validations
During the application stage, HES implements automatic field checking to ensure that you
can provide borrowers with comprehensive and precise information. With this feature, you
can significantly reduce both labor costs and the time required to gather client
information.
can provide borrowers with comprehensive and precise information. With this feature, you
can significantly reduce both labor costs and the time required to gather client
information.
KYB & AML
With advanced verification and due diligence processes, HES trade finance automation
software ensures that you have a thorough understanding of the businesses you’re engaging
with.
software ensures that you have a thorough understanding of the businesses you’re engaging
with.
Customizable workflows
Get your lending
product estimate
in 3 minutes
STEP:
/
Borrower Portal
Clients access
to automation tools
Clients can upload invoices directly to their borrower’s personal account and seamlessly send them
to the lender for financing. With this feature, clients can easily manage their loan applications
and access a comprehensive list of invoices, streamlining the entire process.
to the lender for financing. With this feature, clients can easily manage their loan applications
and access a comprehensive list of invoices, streamlining the entire process.
Status updates and limit tracking
Clients can track their application status online and receive timely approval or rejection
notifications. The borrower’s portal provides easy access to crucial information such as
available credit limits, repayment schedules, interest rates, and financing conditions.
notifications. The borrower’s portal provides easy access to crucial information such as
available credit limits, repayment schedules, interest rates, and financing conditions.
Automatic retrieval of client details
Easily update borrower details in the portal, triggering automatic KYB verification. Updated
client information seamlessly integrates into the lender’s system, reducing bureaucracy and
thwarting fraudulent schemes.
client information seamlessly integrates into the lender’s system, reducing bureaucracy and
thwarting fraudulent schemes.
Back Office
Trade finance solution
for total loan management
Manage all trade financing operations within a single system.
Enjoy the flexibility to set up multiple costing options, customize business process logic,
and create credit products tailored to your needs. Streamline workflow with automatic task assignment based on managers’ roles.
Enjoy the flexibility to set up multiple costing options, customize business process logic,
and create credit products tailored to your needs. Streamline workflow with automatic task assignment based on managers’ roles.
Role-specific dashboards
HES trade finance automation solution includes a built-in reporting module that generates
automated dashboards featuring key metrics like NPLs, revenue, financing volumes, and other
customizable reports.
automated dashboards featuring key metrics like NPLs, revenue, financing volumes, and other
customizable reports.
AI credit scoring
Trade finance platform expedites funding applications by automating pre-approvals and filters out high-risk
non-repayment applications, reducing manual work, eliminating biases, and improving your
loan portfolio quality.
non-repayment applications, reducing manual work, eliminating biases, and improving your
loan portfolio quality.
and much more
Automatic disbursements and payments
Document management and templates
SMS & email notifications
Lifetime customer support
100+ seamless integrations
Revolutionize your
trade financing experience
Reduction in loan processing time
Save time on application processing with our efficient application scoring system,
allowing you to focus on more crucial credit management tasks.
allowing you to focus on more crucial credit management tasks.
60%
time for loan
processing
processing
Reduction in loan processing time
Save time on application processing with our efficient application scoring system, allowing you
to focus on more crucial credit management tasks.
to focus on more crucial credit management tasks.
Staffing optimization
HES digital trade finance platform boosts productivity, reducing the need for a large
number of loan officers to process applications.
number of loan officers to process applications.
38%
lower operating
costs
costs
Staffing optimization
HES digital trade finance platform boosts productivity, reducing the need for a large number of
loan officers to process applications.
loan officers to process applications.
60%
Reduction in
missing documents
missing documents
42%
Increase in data
entry speed
entry speed
85%
Applications quality
improvement
improvement
31%
Faster turnaround
and payback
and payback
100%
Secure and compliant
software
software
HES FinTech has been our reliable technology partner since 2012. We owe
much of our success to their well-architected solution.
Boris Batine, CEO
HES FinTech offers comprehensive front-to-back solutions with
integrations. Our machine learning platform will allow clients to receive best-in-class investment advice.
Edward Downpatrick, Strategy Director
In just 6 months, we went from storing all our data in Excel to a fast, reliable, and
user-friendly platform that caters to our specific needs.
Hjortur H. Jonsson, Partner
HES FinTech developed our lending software and predictive analytics. Their expertise
delivered automation, clear UI/UX and customer portal.
Mazen Alasnag, Head of Loan Management
The LMS provided flexible repayment options, automated restructuring and branch-level
management, enhancing efficiency and risk mitigation.
Urnukhjargal Badam, Branch Manager
Top-notch trade finance
automation solution
3 months time-to-market
Full process automation
No additional fees for users or credits
Various deployment options
FAQ
What types of trade finance transactions can be managed through the software?
Can the trade finance platform integrate with other systems (accounting / ERP)?
How can I benefit from trade finance software?
Is the software customizable to fit my organization’s specific needs?
