Financial Services
The recent years have presented financial services institutions with additional challenges beyond the capabilities of many existing operations. Today, cost pressures continue to mount as ever changing regulatory demands require that banks react quickly to new rules pertaining to both the customer and vendor relationships.

On the customer side banks are looking for more informational texture around their new and existing banking relationships and desire to have it immediately accessible. Rather than wait for traditional content and delivery cycles banks are demanding a real time view into the qualitative aspects of their client’s businesses models and backgrounds.

In addition, the demand for tighter due diligence on the supply chain is forcing vendor groups to go beyond their analytical comfort zone. Of particular concern is the concentration and network of IT vendors required to support the multitude of bank processes. Operational risk, compliance and reputational risk concerns require that the bank understand their relationships beyond what the traditional content providers can deliver. In an increasingly fast paced global economy banks desire to have a real time view into the news and events which affect their relationships long before it is reflected in financial analysis.

CreditPointe provides cost effective products and services designed to address the operational and analytical challenges associated with global portfolios. We analyze, rate and monitor global companies… both public and private. We can assist with sourcing financials, foreign statement translations, spreading and rating the financials and creating narratives.

To address the time sensitive nature of the process CreditPointe can deliver analysis within hours of receiving a foreign language statement and can provide a real time view into the news and events on vendors which ultimately shape a bank’s operational and reputational risk.

Today, many large financial institutions, under stiff regulatory pressures, rely on CreditPointe to handle and analyze private company information.

Trade Credit
One of the historical challenges that credit departments universally face is the lack of resources to analyze all the accounts in a thorough and timely manner. Implicit in the process is the work involved in sourcing information, language translations, financial spreading, analyzing and preparing a rating narrative. These issues are amplified as global business increases and the need to analyze and monitor foreign companies becomes an integral part of risk assessment operations. Add to this the burden of on-going monitoring and it is easy to understand the scope of the business challenges.

CreditPointe provides cost effective products and services designed to address the operational and analytical challenges associated with global portfolios. We analyze, rate and monitor global companies… both public and private. We can assist with sourcing financials, foreign statement translations, spreading and rating the financials and creating narratives.

Capital Markets
Going offshore, with a partner or through a captive unit proved to be a big step in the right direction for many organizations. Efficiencies were gained, but quality and management proved to be a challenge. Today, firms are turning their attention to driving the top line in an increasingly complex and ever changing market place.

CreditPointe™ helps investment professionals and investment banks better execute the research life cycle for global securities. By applying flexible business process automation technology, CreditPointe™ helps firms increase timeliness and quality, while lowering costs associated with the current off-shore business models.

CreditPointe™ Online subscription offers the investment professional quick access to comprehensive financial models and ratings on global companies of interest.

Custom financial modeling services provide a low cost opportunity to efficiently expand coverage. Service level agreements range from 12 to 48 hours of data availability. Contact CreditPointe today for more information or visit CreditPointe™ Online and request a model on a company of interest.

CreditPointe's Model Factory provides a framework with which to scale an organization's analytical life cycle operations. Fundamental data extraction and normalization processes provide the raw materials necessary. Flexible data integration capabilities and ability to reflect an organization's analytical methodologies and formats provide the inner workings of the Factory.