FIS Excel Add-in

 

The Problem:   

Keying important financial data into a spreadsheet takes too much time.  Values change and fields move from quarter to quarter, wreaking havoc on your spreadsheet.  Maybe you use an internally developed system that categorizes institutions based on thresholds,  you might even rank them and then present the results graphically.  You wish there was a way to automate this process.
 

The Solution: 

Give FIS your spreadsheet model.  Our team of experts convert it into a template using field identifiers that correlate to the FIS database.  Call Report form changes don’t matter because your spreadsheet identifiers are looking at the FIS database.  Now your spreadsheet can automatically refresh for new data with a single click.  You input an institution or a list of institutions and the data is updated instantly. 
  

Call our technical support staff at 972-642-2330 and let’s talk about automating your spreadsheet.

 
The FIS Excel Add-in allows financial data to be pulled automatically into your Excel models, allowing you to quickly analyze your target institutions without having to enter the data yourself. 

Here's a quick real case example from an FIS Excel Add-in user:

 

"With sub-prime blowing up we are now concerned about the next 'shoe to drop'.  I need to find out if one of our interest banks, that acquired a sub-prime player, is going to be okay.

 

"Using your data feeding my models I can quickly generate graphs that show our interest bank has substantially cleaned up …..Ultimately, the acquisition was still a good one.  It more than doubled the pre-tax pre-provision income which dwarfs even the net charge-offs needed to clean up the balance sheet.

 

“I don't have time to maintain the data that feeds my models.  That is only one reason that I can't do without my FIS Add-in.  When the data is updated each quarter, I simply pull up my analysis spreads, and everything is filled in for me, updating all my charts and graphs.”