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THE FASTEST ROUTE FROM DATA TO REAL INSIGHTDEALS BUSINESS INTELLIGENCE
FINANCE
MANAGE AND GROW YOUR BUSINESS WITH A DYNAMIC ANALYSIS TOOL THAT BRINGS GREATER INSIGHT AND FLEXIBILITY TO THE MANAGEMENT REPORTING PROCESS.
EFFICIENTLY PRODUCE MANAGEMENT REPORTSIn the increasingly competitive investment banking market, having the right data at your fingertips
to make fact-based decisions is essential. With an ever-increasing focus on understanding market
fee pools, competitive positioning and client trends, you need to turn your data into actionable
insight quickly to gain a vital competitive advantage.
Deals Business Intelligence is a robust analysis and reporting tool that blends Thomson
Reuters renowned Deals and Fees data with your own in Excel®, so you can deliver strategic
business planning information in real-time.
It integrates with your existing workflow,
enabling you to customize data to mirror
your own management structure and create
management reports that can be refreshed
at the touch of a button, saving time and
providing a genuine competitive edge.Quickly identify and easily analyze market trends.
Deals Business Intelligence is powered by Thomson Reuters extensive global Deals database.
It enables you to leverage the same Deals data that many investment banks and regional
firms around the world rely on. In addition, the fee data is derived using Freeman Consulting’s
industry-leading, algorithm-based model for imputing investment banking fees.
This powerful combination means you benefit from Thomson Reuters extensive breadth and
depth of deals coverage as well as the most accurate imputed fee data in the industry.
Specifically:
• Global coverage of M&A, Equity, Debt and Syndicated Loans transactions and fee content since 2000
• Data is updated on a daily basis to ensure the most accurate reporting results
THE THOMSON REUTERS DIFFERENCE
Company-Account ProfilesThis 2-page report includes:• Company Fee Trends• Top Banks based on Share of Wallet• Company and Bank Product Mix• Subsidiary Overview• Top Deals Done by the company and selected Bank• Top Deals Done Away from the selected Bank
Whether you are a small, boutique firm or a global investment bank, Deals Business Intelligence provides strategy and business planning groups with the data and analytical tools needed to:
• Be more productive – create regular and ad-hoc reports with ease
• Improve efficiency – update reports in real-time at the touch of a button in Excel® with no need to run web-based reports
• Integrate your data – customize management reports through the same lens you use to manage your business
• Adapt on the fly – make changes to reports and see results instantly with interactive data
• Enjoy more flexibility – slice and dice high level data and drill down to deal-level detail
KEY BENEFITS OF DEALS BUSINESS INTELLIGENCE The enhanced drill through functionality enables users to easily view source data, even when filtering on multiple items is required.
Deals Business Intelligence enables you to:• Conduct market analysis and identify trends
across all products by sector, geography and client• Evaluate competitor banking relationships –
understand where they are gaining or losing market share
• Ensure resources are aligned with the largest fee paying opportunities by targeting clients based on total wallet size
• Generate ideas and evaluate options for new business opportunities
• Create accountability by monitoring and reviewing your firm’s share and league table ranking across all products, or on a product-by-product basis
Benchmark your position vis-à-vis the competition.
Recent developments of the functionality have introduced several features to further solidify Deals Business Intelligence as a premier tool, by allowing users to:
• Keep custom reports updated with real-time data by utilizing the indispensable “Refresh Reports” button
• View underlying data with enhanced drill-through functionality
• Produce reports on lost business with ease using the lost business report template
DEALS BUSINESS INTELLIGENCE FEATURESLaunch the Lost Business report template with one mouse click. The predefined filters allow the user to narrow down the universe of “lost deals.”
REPORTING FROM YOUR UNIQUE PERSPECTIVE
Our dedicated support teams will help you integrate and maintain your data, including your coverage universe, industry, geography, and client classifications.
This allows you to:• Understand if you are targeting the right clients to
achieve your goals• Analyze your share-of-wallet based on your
coverage universe• Gain insight into market-fee trends with your
industry and regional lens
REGIONAL FEES MAP TOP FEE PAYERS
TOP BANKS BY FEES FEE GROWTH TRENDS
For more information or to arrange a trial, please get in touch:
Americas +1 877 877 5435
EMEA +44 870 787 6846
Asia +852 2535 9108
financial.thomsonreuters.com/dealsbusinessintelligence
thomsonreuters.com
© Thomson Reuters 2011. All rights reserved. 47001768 0511
