Lending Services
Facilitating Bankers in Identification and Onboarding of the New Borrowers
Our Capabilties
Service Offerings
Screening & Profiles
Enhanced lending opportunities through analytical screening of prospects and creating borrower profiles.
Deal Pitch reports
Creating deal pitches on financial performance, borrower’s overview and sector analysis.
Initial Sighting Paper & Public Information Book Support to Coverage
Preparing sighting paper for prospective borrowing opportunities (includes borrower profile and financial capability).
Reference Case
Boost Efficiency with Fully Automated Financial Spreading
Banks depend on fast, accurate financial spreading, but traditional manual processes are slow, error-prone and non-scalable. We helped a major US bank transform the chaos of hundreds of company financials into orderly, searchable financial data automatically with our patented software, Spreadsmart.
Related Resources
Optimize your outcomes.
Lending Transformation – Digital Way
In a world of traditional banking when a customer applied for a loan, it took weeks to get to the loan approval decision. Traditional banks made the process seem as difficult as swimming across an ocean!
Providing Credit Approval Support for a Leading Canadian Bank
A top-five Canadian bank wanted to manage the seasonal surge volumes associated with its commercial lending experience while managing regulatory requirements on time.
Financial Spreading – Challenges and Solution
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
Financial Industry Reports – It’s Time to Go Interactive
Imagine yourself in a Harry Potter movie, reading a newspaper with pictures that move and characters that smile and wave to you! How cool would that be?
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for corporate and commercial banks.
Insightsfirst
Get an edge in the marketplace through differentiated competitive and market insights curated to specific needs.
