Financial Spreading Support
With two decades of experience in delivering research and analysis services to 420+ global financial institutions, Acuity Knowledge Partners has built a strong franchise in the financial spreading process. We understand the nuances of different asset classes (C&I, Commercial Real Estate, Leveraged Lending, Asset Based Lending, Dealer Commercials), and are experienced across a range of spreading platforms.
We help lenders set up a Center of Excellence by combining our deep domain expertise with contextual technology through our spreading digital service. The model caters to the credit DNA of the lenders yet benefits from global best practices.
The digital service uses machine learning algorithms to automate the financial data extracting and mapping process complemented by domain experts to always ensure high accuracy.
Key benefits of our service delivery model is 24-hr turnaround time for time-sensitive spreads, up to 40-50% reduction in costs of spreads processing, and over 99% accuracy across spreads.
Who we serve
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Commercial and Regional Banks
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Corporate and Investment Banks
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Retail banks -
Corporates -
Credit unions -
REITS -
Small lenders
Automated Financial Spreading - Support We Offer
Moody’s CreditLens
nCino
CROWE
CLOSER
William Stucky
Black Mountain
Optimist
Bukers
CASH Suite
Baker Hill
Customized excel templates
Client proprietary platforms
Business spreads (audited, reviewed, compiled, company prepared, tax returns)
Personal spreads (tax returns, personal financial statements, RE schedules)
Credit bureau reports
Borrowing base spreads
Global cash flow spreads
Rent rolls
United States and Canada
United Kingdom and Europe
Middle East and Africa
Asia Pacific
Latin America
Automated Financial Spreading - Support We Offer
Moody’s CreditLens
nCino
CROWE
CLOSER
William Stucky
Black Mountain
Optimist
Bukers
CASH Suite
Baker Hill
Customized excel templates
Client proprietary platforms
Business spreads (audited, reviewed, compiled, company prepared, tax returns)
Personal spreads (tax returns, personal financial statements, RE schedules)
Credit bureau reports
Borrowing base spreads
Global cash flow spreads
Rent rolls
United States and Canada
United Kingdom and Europe
Middle East and Africa
Asia Pacific
Latin America
What we have delivered
250,000
spreads annually
20-25%
efficiency
24-hour
turnaround time
99%+
accuracy
Customer Testimonials
I have always respected and admired the professionalism and commitment of the spreading team. Their efforts are crucial towards serving our clients and fulfilling our credit monitoring tasks
Vice President, Asset-based Lending Group
Top global bank
I just wanted to thank you for your prompt assistance with repeated requests from our team in the past several weeks, including expedited turnaround this week. Thank you for your professionalism, attention to detail and quick response
Senior Portfolio Manager, CRE Credit Underwriting
US regional bank
We are excited for the CreditLens Go Live this weekend! Please send your team a big ‘Thank You’ for all the work they have done to help in this transition. We want to thank you and your team for your patience and understanding during the onboarding process of new team members. You are all truly wonderful, and we are so blessed to work with such fantastic colleagues
Manager, Financial Statement Spreading, Risk Data Aggregation, Analytics and Reporting
Top Canadian bank
I sat down with the team last week in LA and learned that our experience with your financial statement spreading to date has been excellent. It will be my intention to continue to see how we can do more with you and add to your business
EVP, Head of Commercial Banking
LA-based bank
I have had an excellent experience with the Acuity team. Communication has been great and spreads have been accurate and performed in a timely manner. If questions or issues arise, the team responds on time, and this is much appreciated
Senior Credit Analyst
Top global bank
Automation and workflow management platforms
Advanced AI-based tool designed to revolutionise the credit report writing process
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algori
Proprietary covenant validation and analytics platform
How we are different
CREDIT PEDIGREE TO SUPPORT FINANCIAL SPREADING
DATA/PLATFORM MIGRATION
QUALITY ASSURANCE
IMPROVED TURNAROUND TIME
FLEXIBLE STAFFING
ENHANCED PRODUCTIVITY WITH ADVANCED TECHNOLOGY
Tailored data and technology solutions for Banks
Explore the art of possible across processes and functions in the lending value chain. We help you integrate legacy systems and new-age platforms to build a single source of truth.
What we have done
Centre of excellence in financial spreading for a top US regional bank
What we are proud of
15-20%
efficiency
13,000+
spreads from Moody’s Risk
Financial spreading and covenant monitoring solutions for a mid-size US bank
What we are proud of
USD1.5m
in cost savings
20-30%
increase in loan volumes managed onshore
Spreading CoE for a top US regional bank
What we are proud of
12-15%
efficiency, resulting in more volume turned over
>10,000
financial spreads delivered
Financial spreading support to a top Canadian bank
What we are proud of
USD 6mn
in cost savings and growing
27%
efficiency, resulting in more volume delivered
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