CreditLens User Forum

The economic uncertainty caused by the pandemic continues to challenge many businesses in their daily operations and as they forecast their business needs. Financial analyses are now more difficult as pre-Covid-19 performance becomes less meaningful and government support temporarily masks underlying risk. An efficient origination process and sound credit decisioning can help lenders successfully navigate this unique and uncertain environment. 

Join us for this user forum to learn how your peers are leveraging the CreditLens™ solution to overcome these challenges in the origination and decisioning process and throughout the credit lifecycle.  Hear how the solution is making their daily activities easier, share your experiences, and take away actions you can apply directly to your underwriting and risk processes. You’ll also have to opportunity to review and provide feedback on the solution roadmap with our product experts.


If you have any questions about this event, please contact us here.

  • Agenda keyboard_arrow_down
    14.30 - 15.15
    EST

    Ask the Expert: CreditLens Spreading Tips, Tricks, and Newly Released Features

    14.30 - 15.15
    EST

    CreditLens: Beyond Spreading & Scoring

    14.30 - 15.15
    EST

    Efficiencies with Data Movement & Configuration –Integrations, Data Extracts, and Improved User Experience through Configuration

    14.30 - 15.15
    EST

    The Next Generation - CRE Lender and Benchmarking with the Data Alliance

    14.30 - 15.15
    EST

    [En español] Pregúntele al experto: Consejos, trucos y características recientemente lanzadas de CreditLens

    14.30 - 15.15
    EST

    [En español] Eficiencias con el movimiento y la configuración de datos: integraciones, extractos de datos y experiencia de usuario mejorada a través de la configuración

    15.20 - 16.05
    EST

    Ask the Expert: CreditLens Spreading Tips, Tricks, and Newly Released Features

    15.20 - 16.05
    EST

    CreditLens: Beyond Spreading & Scoring

    15.20 - 16.05
    EST

    Efficiencies with Data Movement & Configuration –Integrations, Data Extracts, and Improved User Experience through Configuration

    15.20 - 16.05
    EST

    Get to know your customer – Spend less time on data input and more time on Analysis with Tax Return Reader and QUIQspread

    15.20 - 16.05
    EST

    [En español] CreditLens: Más allá de Spreading & Scoring

    15.20 - 16.05
    EST

    [En español] Conozca a su cliente – Dedique menos tiempo a la entrada de datos y más tiempo al análisis – QUIQspread

Register to Join.

Agenda

  • Tuesday, November 9 (in Eastern Time)

  • 12:30

    Welcome & Opening Remarks

  • 12:40

    What is new?

    Roadmap, latest updates, best practices.

    Eric Grandeo
    Eric Grandeo Senior Director-Product Management, Moody's Analytics
  • 13:20

    Your Partner and Support Network Dedicated to Your Success

    Craig Navickas
    Craig Navickas Director, Moody's Analytics
  • 13:30

    Client Presentation - CreditLens Plug n’ Play – How the Versatility of CL Modules Creates Efficiencies for the Front-Mid and Back Office

    Learn how Investors Bank used the Plug n’ Play functionality of CreditLens to adapt the system to the loan origination process and their customer relationship management system. Hear directly from the Bank on the benefits and efficiencies created from this process as well as suggestions to other institutions going through the same process.

    Daniel Araujo
    Daniel Araujo Senior Vice President & Head of Portfolio Operations, Investors Bank
  • 14:15

    Break

  • 14:30

    Breakouts Round 1

    Select one of the following breakout sessions to attend during this round. 

    • 14:30

      Ask the Expert: CreditLens Spreading Tips, Tricks, and Newly Released Features

      Hear from a CreditLens expert directly. Learn about new features from the latest upgrades as well as tips and tricks to help save you time. Ask the questions you’ve always wanted answered about CreditLens.

      RM
      Roger Mason Director-Advisory Services, Moody's Analytics
    • 14:30

      CreditLens: Beyond Spreading & Scoring

      While spreading financials is a key piece of the CreditLens software, it also offers various modules that allow it to go beyond financial spreading and scoring. Learn about the different modules that CreditLens has to offer such as workflow, Credit Memo, Covenants and more!

      Todd Classen
      Todd Classen Director-Sales Representative, Moody's Analytics
    • 14:30

      Efficiencies with Data Movement & Configuration –Integrations, Data Extracts, and Improved User Experience through Configuration

      API and system integrations create a spectrum of efficiencies for users that will result in significant time saved. It also captures many data elements that can be extracted for your institution to use. This session will focus on leveraging these capabilities to help bring your risk management to the next level.

      Pam Bickel
      Pam Bickel Director-Solutions Specialist, Moody's Analytics
    • 14:30

      The Next Generation - CRE Lender and Benchmarking with the Data Alliance

      This session showcases the new Portfolio Benchmarking Tool and CRE Lender application. Join us to learn how your institution can improve its CRE underwriting and compare portfolio composition, key performance indicators such as allowance rate and risk parameters, and overall data quality.

      Irina Korablev
      Irina Korablev Senior Director-Data Scientist, Moody's Analytics
      Annie Choi
      Annie Choi Senior Director-Product Management, Moody's Analytics
    • 14:30

      [En español] Pregúntele al experto: Consejos, trucos y características recientemente lanzadas de CreditLens

      Escuche directamente a un experto de CreditLens. Obtén información sobre las nuevas funciones de las últimas actualizaciones, así como consejos y trucos para ayudarte a ahorrar tiempo. Haga las preguntas que siempre ha querido que se respondan sobre CreditLens.

      Tadeu Marcon Teles
      Tadeu Marcon Teles Director, Moody's Analytics
    • 14:30

      [En español] Eficiencias con el movimiento y la configuración de datos: integraciones, extractos de datos y experiencia de usuario mejorada a través de la configuración

      Las integraciones de API y sistemas crean un espectro de eficiencias para los usuarios que resultarán en un ahorro de tiempo significativo. También captura muchos elementos de datos que se pueden extraer para que su institución los use. Esta sesión se centrará en aprovechar estas capacidades para ayudar a llevar su gestión de riesgos al siguiente nivel.

      WC
      Weiser Carvalho Director, Moody's Analytics
  • 15:15

    Break

  • 15:20

    Breakouts Round 2

    Select one of the following breakout sessions to attend during this round.

    • 15:20

      Ask the Expert: CreditLens Spreading Tips, Tricks, and Newly Released Features

      Hear from a CreditLens expert directly. Learn about new features from the latest upgrades as well as tips and tricks to help save you time. Ask the questions you’ve always wanted answered about CreditLens.

      RM
      Roger Mason Director-Advisory Services, Moody's Analytics
    • 15:20

      CreditLens: Beyond Spreading & Scoring

      While spreading financials is a key piece of the CreditLens software, it also offers various modules that allow it to go beyond financial spreading and scoring. Learn about the different modules that CreditLens has to offer such as workflow, Credit Memo, Covenants and more!

      Todd Classen
      Todd Classen Director-Sales Representative, Moody's Analytics
    • 15:20

      Efficiencies with Data Movement & Configuration –Integrations, Data Extracts, and Improved User Experience through Configuration

      API and system integrations create a spectrum of efficiencies for users that will result in significant time saved. It also captures many data elements that can be extracted for your institution to use. This session will focus on leveraging these capabilities to help bring your risk management to the next level.

      Pam Bickel
      Pam Bickel Director-Solutions Specialist, Moody's Analytics
    • 15:20

      Get to know your customer – Spend less time on data input and more time on Analysis with Tax Return Reader and QUIQspread

      Learn how the Tax Return Reader or the optional QUIQspread module can help you and your team decrease the time spent on data input by automatically reading financial statements, including footnotes.

      KS
      Karmjeet Singh Director-Business Development, Moody's Analytics
    • 15:20

      [En español] CreditLens: Más allá de Spreading & Scoring

      Las integraciones de API y sistemas crean un espectro de eficiencias para los usuarios que resultarán en un ahorro de tiempo significativo. También captura muchos elementos de datos que se pueden extraer para que su institución los use. Esta sesión se centrará en aprovechar estas capacidades para ayudar a llevar su gestión de riesgos al siguiente nivel.

      VP
      Vincent Pieretti Assistant Director, Moody's Analytics
    • 15:20

      [En español] Conozca a su cliente – Dedique menos tiempo a la entrada de datos y más tiempo al análisis – QUIQspread

      Descubra cómo el lector de declaraciones de impuestos o el módulo opcional QUIQspread pueden ayudarlo a usted y a su equipo a disminuir el tiempo dedicado a la entrada de datos mediante la lectura automática de los estados financieros, incluidas las notas al pie.

      SV
      Santiago Villegas Associate Director, Moody's Analytics
  • 16:05

    Closing Remarks