Specifications include, but are not limited to: Software must meet or exceed all the following specifications: • Be accessible online, from any computer with internet access. • Data sources must be linked directly to the information provided. • Provide the following data elements on public and private American businesses: o Company financials o Estimated employee counts o Officer and Director information o Relevant news coverage and filing information o Peer company comparison o Corporate structure • Regulated industry specific content: o Banks and credit unions: i. Y-9, Call Report, and UBPR Financials ii. Residential and commercial mortgage market share iii. Deposit market share iv. M&A coverage and branch openings/closing o Insurance: i. GAAP and IFRS insurance company financials ii. Regulatory filings across P&C, life, and health sectors • Be able to filter and sort data with custom formulas. • Able to create custom charts and dashboards for displaying data and trends. • Create alerts and subscriptions to monitor businesses content. • Excel Add-in to access and analyze financial data directly within Microsoft Excel via pre-built templates or custom formula building. • Allow unlimited users to access the services. • Access to customer support during Agency business hours and online phone/chat support 24/7. • Access to unlimited training from a dedicated relationship manager.
