Case Study

Assessing loan agreements and generating a deal database for a Europe-based G-SIB

Assessing loan agreements and generating a deal database for a Europe-based G-SIB

Pages 3 Pages

CASE STUDY Assessing loan agreements and generating a deal database for a Europe-based G-SIB CREDIT AGREEMENTS The bank needed a solution to automate a number of heavily manual, time-consuming and expensive processes relating to deal execution. Processes included due diligence for participations in a syndicated loan portfolio as well as the review of internal policy requirements for syndicated loan agreements and related loan documentation. They also required the generation of deal-level databases for front office and syndications, capable of drawing on one data lake or document repository, such as SharePoint. As well as consolidating critical deal-level data with external databases. THE CHALLENGE Provided a faster and more cost- effective solution for managing data required

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