Bank
A decision-support solution that meets the needs of 3 business lines by reducing internal analysis time and customer response times
Selection Process
Application for funding / loans
Profile
Open Banking
& Account manager
Benefits of the solution
Increased attractiveness to company creators through value-added content
Pre-qualification of the best applications (demands for financing)
Selection Process
Review of applications
Profile
Account manager
& Credit Experts
Benefits of the solution
Enrichment of the analyses proposed to prospects and existing customers
Saves time in the preparation and drafting of files with adapted tools
Selection Process
Evaluation and selection
Profile
Risk analysts
Benefits of the solution
Decision support through access to analyses adapted to the decision criteria
Automatic transfer of account managers’ files to the risk department
Accounting, CPA & Related Activities
An analysis tool to broaden the services offered to managers and entrepreneurs as well as to enrich internal data.
For Entrepreneurs
Prepare commercial meetings
Help identifying the right location
Study the size of local markets
Confirm the assumptions of a business plan
Value business assets in the event of a takeover
Refine the offer / positioning: target, price levels, opening hours…
Prepare an application for funding
For managers
Prepare an annual interview and highlighting the financial accounts
Accompany external growth projects
Prepare a local market study for a Franchise Network
Value a business (acquisition, merger, takeover, transfer)
Advise on how to differentiate from local competition, identify improvement levers: create a pro-active exchange
Companies
We have not totally lost our consulting habits and offer ad hoc analyses to respond to your specific use cases.
Secure billing information
Statutory data on institutions and legal proceedings
Head office and establishments
Names, addresses and VAT number
Identification of liquidation procedures
Names of managers
Change History
Identify and locate potential customers
Statutory information concerning more than 11,000,000 establishments in France
Statutory, commercial name
Name of headquarters, establishments
Address (geo-localized)
Activity sector
Date of creation, legal form
Number of employees
Market sizing, zoning
Annual accounts for around 25% of companies (1.5M financial accounts) and sales, creation of businesses
Turnover and amount of purchase (direct, indirect)
Balance sheet information: level of debt, available cash
Ratios allowing robust extrapolations (sales, headcount), etc.
Testimonials
Find out how our solutions simplify our clients’ day-to-day analyses
