ON-THE-GO INDUSTRY INTELLIGENCE

The Industry Brief is an easy-to-print resource that provides the information you need for call preparation and credit underwriting.

RISK RATING & METRICS

View the overall health of the industry with our proprietary Industry Risk Rating, then examine the latest metrics and underwriting.

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QUESTIONS & ANSWERS

Start a better conversation using Call Prep Questions and Industry Risks, plus get an overview of the niche in the Industry Summary.

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CREDIT TOOLKIT

Compare your client against their industry peers using our interactive Financial Comparison Toolkit.

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A CREDIT UNDERWRITING TIME-SAVER

Industry Risk Rating, Key Metrics & Underwriting Considerations

Our team of seasoned credit experts does the heavy-lifting for you with our proprietary Industry Risk Rating, plus Key Metrics and Underwriting Considerations that can impact credit decisions. It’s like having an experienced commercial lender always at your side!

  • Industry Risk Ratings are formulated using artificial intelligence and an advanced algorithm based on key “sub-category” ratings, factoring in financial risk, exit rates, industry performance during downturns, barriers to entry, and the industry’s outlook.
  • Key Metrics shines a light on the industry’s position within the overall economy.
  • Underwriting Considerations provides guidance on issues that may warrant additional scrutiny.
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HAVE BETTER CONVERSATIONS

Call Preparation Questions, Industry Risk & Industry Summary

Get your client or prospect talking by initiating industry-focused conversations. Use the Call Prep Questions, and then dIscuss how Industry Risks and key issues from the Industry Summary are impacting their business.

  • Three industry-specific Call Prep Questions will jump-start your tailored discussion.
  • Industry Risks offers a look at common challenges in the industry, with links to more in-depth information if needed.
  • The Industry Summary provides a concise overview of the size and structure of the niche.
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AN OBJECTIVE LOOK

Financial Comparision Toolkit

Where does your client or prospect stand in relation to other businesses in their industry? Our Financial Comparison Toolkit, a custom analytics calculator, helps you weigh the data.

  • Input the numbers to compare your client’s key financial metrics to industry averages.
  • Explore metrics like gross and operating profit margins, current ratios, and leverage.
  • Add in your own comments or analysis and then download the data with just a click.
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“BRIEF” DOESN’T MEAN CHINTZY

Get robust Industry Intelligence in a concise package with our Industry Brief.

Every Industry Profile includes an easy-to-print Industry Brief for when time is tight but you still need the very latest Industry Intelligence. It’s an efficient time-saver with the critical information you need at your fingertips to build trust and win deals.

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