Which industry report sections are most useful for lending professionals?
Explore the industry report sections most relevant to lenders.
At a Glance
When you open an Industry Report, you’ll land on the At a Glance for Banking chapter. For a preview of key report sections aimed at preparing for client calls, click into the Meeting Prep tab.
Call Prep Questions
The Call Prep Questions give you the key information you need to understand your client’s industry so you can discuss how their business will be affected by market changes. By quickly familiarizing yourself with the industry, you can build rapport and quickly develop a relationship with your client or prospect.
Click the section heading to jump to the full Call Preparation Questions page where you’ll find role specific, external impacts and internal issues questions and answers.
Key Takeaways
Review the Key Takeaways section to get the most important high-level data and insights in one place. Understand the performance and external environment trends impacting the industry and the most important data points.
Business Locations
The Business Locations section shows the concentration of industry establishments, revenue, employment and wages by region, allowing you to examine potential opportunities for investment across regions.
For US and Canada Industry Reports, click into a state or province in the map to view more granular, local data.
Financial Ratios
The Financial Ratios section gives you benchmarking data that you can use to compare a client’s performance against the industry averages. For example, the higher the Days Payable and Days Receivables ratios, the longer a client might take to pay off debt.
Executive Summary
The Executive Summary gives you a general idea of the overall industry so you can build rapport and have your clients or prospects see you as a trusted advisor.
State and Provincial Industry Reports
State and Provincial Industry Reports are designed to present the key points of difference between national and sub-national industries. They take you through local performance data and forecasts and highlight regional demographics and economic indicators.
To access State or Provincial Industry Reports, if you subscribe to them, go to the Geographic Breakdown chapter of an industry report, then click into any state or province on the interactive map.
State and provincial reports let you dive into the specifics of how the industry operates within a state or province and what regions could have more opportunities. They cover how a state or province ranks in terms of performance in the industry and give you granular insights into performance across counties.
To learn more about our state and provincial reports, check out State & Provincial Industry Reports.
Segment Benchmarking
The Segment Benchmarking chapter of an industry report breaks down the size and number of employees for businesses within a given industry.
By clicking into one of the employee segments, which are broken up by the number of employees, you can view the key benchmarking statistics for that segment (e.g., Key Statistics Insights, SWOT, Performance Benchmarking, etc.).
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