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.
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Agenda14.30 - 15.15EST
Ask the Expert: CreditLens Spreading Tips, Tricks, and Newly Released Features
14.30 - 15.15ESTCreditLens: Beyond Spreading & Scoring
14.30 - 15.15ESTEfficiencies with Data Movement & Configuration –Integrations, Data Extracts, and Improved User Experience through Configuration
14.30 - 15.15ESTThe Next Generation - CRE Lender and Benchmarking with the Data Alliance
14.30 - 15.15EST[En español] Pregúntele al experto: Consejos, trucos y características recientemente lanzadas de CreditLens
14.30 - 15.15EST[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 - 16.05ESTAsk the Expert: CreditLens Spreading Tips, Tricks, and Newly Released Features
15.20 - 16.05ESTCreditLens: Beyond Spreading & Scoring
15.20 - 16.05ESTEfficiencies with Data Movement & Configuration –Integrations, Data Extracts, and Improved User Experience through Configuration
15.20 - 16.05ESTGet to know your customer – Spend less time on data input and more time on Analysis with Tax Return Reader and QUIQspread
15.20 - 16.05EST[En español] CreditLens: Más allá de Spreading & Scoring
15.20 - 16.05EST[En español] Conozca a su cliente – Dedique menos tiempo a la entrada de datos y más tiempo al análisis – QUIQspread
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Tuesday, November 9 (in Eastern Time)
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12:30
Welcome & Opening Remarks
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12:40
What is new?
Roadmap, latest updates, best practices.
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13:20
Your Partner and Support Network Dedicated to Your Success
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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.
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14:15
Break
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14:30
Breakouts Round 1
Select one of the following breakout sessions to attend during this round.
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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.
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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!
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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.
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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.
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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.
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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.
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15:15
Break
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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.
-
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!
-
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.
-
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.
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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.
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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.
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16:05
Closing Remarks
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Brandon is a Moody’s loan origination solution specialist and subject matter expert with over 15 years of experience in the financial industry. Brandon’s passion is to help clients with their credit and risk assessment needs that allow him to utilize his years of experience in sitting in the shoes of a commercial credit underwriter.
Irina Korablev leads Banking OU Data Science and Analytics team. Her team explores application of decision intelligence, text analytics and gen AI to Banking products, provides data driven insights, products and innovations based on Moody’s Analytics’ data assets.
Prior to her current role, Irina led product management and go-to-market strategy for Moody’s Analytics’ platform (CAPTM), as well as its data assets and content.
Previously Irina led operations for Moody’s Analytics’ Credit Research Database, one of the world’s largest private firm credit risk data repositories that enabled the Moody’s Analytics’ RiskCalc™ product line. Her team also developed RiskCalc model monitoring and validation process. As a member of Research Team Irina developed the Loss Given Default model for LossCalc™ and private firm default probability models that are part of RiskCalc suite. A veteran of Moody’s Analytics, Irina was one of the early employees at KMV, taking over management of the data assets from one of the founders.
Irina holds an MS in Applied Mathematics from Moscow State University and MA in Economics from Central European University, completing her studies in Essex, UK and Budapest, Hungary. When not at work, you can find Irina and her family on ski slopes or in the wilderness, exploring the far away and exotic places.
Brandon is a Moody’s loan origination solution specialist and subject matter expert with over 15 years of experience in the financial industry. Brandon’s passion is to help clients with their credit and risk assessment needs that allow him to utilize his years of experience in sitting in the shoes of a commercial credit underwriter.