Financial Analytics

Customer Description A leading US based financial services group
Customer's Requirement & Objectives To analyze its financial performance compared to its peers over 18 quarters
infoAnalytica's Role Selected a peer group of five banks/financial institutions based on the client's business characteristics

Peer group included full service financial companies

Gathered financial data for 18 quarters primarily from publicly available financial data for the companies analyzed. This included companies' reported financial data as well as industry organizations like FDIC.
Solution & Deliverables infoAnalytica conducted financial analysis of the banking group in three specific area:

Profitability Analysis: Return on Equity, Return on Assets and DuPont Analysis

Balance Sheet Analysis: Analysis of assets, liabilities, and deposits

Earnings & Performance Analysis: Net interest income, income decomposition, net interest margin, yields on earning assets and cost of funding earnings assets, net charge offs to loans, earning coverage of net loan charge offs

The study also included different analysis of ratio viz. efficiency ratio, core (leverage) ratio, risk based capital ratio and total risk-based capital ratio.

The key output and finding was delivered in the form of a power point presentation with different graphical presentation of the analysis that compared the client with its peer group companies.
Value Proposition Gauge financial performance vis-a-vis competitios


infoAnalytica released a new whitepaper titled "KOL Payments in the Time of Scrutiny".
Download now...


infoAnalytica's life sciences research service is now Act Healthcare Solutions


  • Chief Marketing Officer, Whitehat Security
    The entire team at infoAnalytica has been a regular part of our work since a few years. The reason is that their combination of rigor, precision, detailed follow-through, reliable delivery, independence of thought, and ease-of-doing-business-with is unparalleled.
  •
  • Director, Product Operations, Tripwire
    I have worked with infoAnalytica multiple times and each time they have provided the requested product in a timely manner with great quality and at a tremendous value.
  •