-
Summary
Join us for a fast-paced 30-minute session designed for bank-focused analysts who want to move beyond raw numbers and quickly pinpoint what’s driving performance. We’ll showcase how S&P Capital IQ Pro brings together SNL Financial bank fundamentals and Visible Alpha Estimates to help you connect reported results with forward-looking expectations—so you can pressure-test narratives, compare peers, and surface key trends faster.
Attendees will see practical workflows for navigating bank financials and research in one place, including how to:
- Find and interpret key bank-specific financials and regulatory-relevant metrics using SNL Financial data.
- Incorporate Visible Alpha Consensus Estimates to link historical performance to market expectations.
- Streamline peer comparisons and identify the underlying drivers of change across profitability, growth, credit, and capital-related themes.
Whether you support bank coverage, portfolio decisions, or competitive intelligence, you’ll leave with a clearer view of what’s available in Capital IQ Pro for banks—and how to turn that content into actionable insight, quickly.
Speakers
S&P Global Market Intelligence
Will Retzer
Sr. Analyst, Business Development
Will Retzer is the US Commercial Banks Solutions lead on the S&P Global Market Intelligence Cross Product Market Development team.
He has nearly 20 years of experience within the firm as an analyst, advisor, ambassador, and educator with deep knowledge of the SNL Bank & Insurance datasets, CIQ & CIQ Pro, Sustainability, and Credit Risk Solutions. Will is also a Certified Public Accountant licensed in the state of Virginia.
S&P Global Market Intelligence
Robert Clark
Research Analyst, FIG Research
Robert Clark is an analyst in Financial Institutions Research. He has covered the US banking sector for 25 years, including 20 years at S&P Global Market Intelligence and five years as a portfolio analyst for activist investor Larry Seidman. His areas of focus include mutual bank conversions, activist investing, sector exposure, peer analysis and data visualization. He has been quoted in several publications, including Forbes, American Banker and Politico.
Robert earned a Bachelor of Arts degree in Economics from the University of Virginia.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.