MAKE MORE “CALCULATED” DECISIONS
The Financial Comparison Toolkit gives you and your client an objective look at their finances in relation to industry peers.
CUSTOM FIGURES
The interactive calculator allows you to input your client’s financials in five key areas.
UNBIASED INSIGHT
Clearly present a client’s standing against others in their industry, removing partiality concerns.
COMMENT, PRINT & SHARE
Add in your own custom analysis points, then print and share with just one click.
LET US DO THE MATH
Compare Clients to Industry Averages
Weigh key financial metrics for your client against industry averages by entering values into the Financial Comparison Toolkit’s interactive calculator.
- Available on every Industry Profile under the Credit Underwriting and Risks chapter
- Review industry averages for margins, ratios, and leverage.
- Input your client’s financial figures to clearly lay out how they stack up.
HOW DOES YOUR CLIENT STACK UP?
Get Objective Insights
Not only do you want to know where your client stands in relation to others within their vertical, they likely want to know too! Provide them with impartial calculations based on their financials.
- How are they performing financially as compared to their competition?
- Are they taking advantage of opportunities based on their financial standing?
- Are there areas of concern where they may need to adjust assets, liabilities, or processes?
AN EASY-TO-SHARE VALUE-ADD
Print & Share Customized Analysis
Get a conversation going! By enumerating challenges and opportunities that are specific to your client’s business, you provide them with the tailored advice they need to succeed.
- Add in your own comments or analysis based on the industry-specific custom calculations.
- Download the data with just a click. Print or incorporate into your client presentation.
- Integrate your findings into client conversations or annual portfolio reviews.
A MULTI-FUNCTIONAL TOOLKIT
Better client advice. Better lending decisions.
Available on every Industry Profile, the Financial Comparison Toolkit makes you a more informed expert on both your client’s niche and their unique financial situation. From business development and relationship management, to structuring deals and making lending decisions, this is a tool you need in your arsenal!
