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.

Trade Credit
One of the challenges that credit departments universally face is the lack of resources to analyze all the accounts in a timely manner. CreditPointe's cost effective products and services allow you to monitor all your accounts, without significantly increasing your manpower and costs. CreditPointe™ can provide its ratings analysis products and services for all the accounts you are interested in, commensurate with the service level arrangement that works for you.

CreditPointe's Credit Ratings reflect our opinions and perspectives and can be useful input into your credit analysis. We believe there is a need for analysis that reflects the specific issues that the credit manager is faced with, which existing products in the market do not satisfy.

Our portfolio analysis service helps businesses maximizing revenue from a portfolio of customers while minimizing credit risk. We recognize that in today's competitive environment, portfolio level credit risk management is increasing in importance.

Financial Services
Financial services underwriting groups often have to adapt and adjust to new product offerings, government regulations, seasonal processes and one time projects. CreditPointe™ has the experience to quickly understand the functional and operational impacts and the technology and analytical strength to quickly begin operations.

CreditPointe™ provides very cost effective and highly secure services which provide analysts time to perform more value add functions. CreditPointe™ offers Financial Statement Spreading services and custom services to augment your existing underwriting operations.

Obtaining customer financial statements and preparing the information for analysis can be a laborious and time consuming task. Statements arrive via a variety of media and in customer specific formats that require analysts to spend valuable time on data entry type functions.

Statements are delivered seamlessly and quickly and in your format, including various calculations, generating cash flow statements, and reflecting and incorporating footnotes all while adhering to generally accepted accounting principles (GAAP). CreditPointe's team of analysts work closely with your team, implementing your methodology and preparing the information for Excel and/or integration into the systems of your choice.