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Summary
As credit teams explore the potential of artificial intelligence, effective prompting and appropriate human oversight are critical to achieving reliable, consistent results. Join S&P Global Market Intelligence for a practical webinar exploring how AI can help address common credit workflow challenges, from manual data gathering and fragmented information to inconsistent credit memo preparation.
Through practical demonstrations of CreditCompanion™ and Credit Memo Builder™, our experts will highlight prompting techniques that can help credit and risk professionals improve efficiency while maintaining appropriate review, validation, and professional judgment.
During this webinar, we will cover:
- Where targeted AI can support the credit workflow and help address common process bottlenecks
- The role of analyst review, validation, and judgment within a human-in-the-loop approach
- Effective prompting techniques and common pitfalls that can affect the quality of AI-generated outputs
- How CreditCompanion can support access to ratings research and comprehensive credit summaries
- How Credit Memo Builder can support drafting, editing, and replicating credit memo sections
- Approaches for reducing hallucination risk, improving output consistency, and supporting explainability through source citations
Speakers
S&P Global Market Intelligence
Bruce Lee
Credit Product Specialist
Bruce is a Credit Product Specialist for the APAC region, based in Singapore. In this role, he advises financial institutions, asset managers, and corporates on optimizing their credit workflows through S&P Global Market Intelligence’s suite of credit and risk solutions.
Prior to joining S&P Global, Bruce bridged technical rigor with strategic business execution during his tenure at a leading multinational bank where he specialized in credit risk analytics and model validation while supporting the bank’s digital transformation initiatives.
Bruce holds a Bachelor of Business (Risk Management & Insurance) from Nanyang Business School and is also a certified Financial Risk Manager.
S&P Global Market Intelligence
Jeon Yourim
Credit Product Specialist
Yourim is a Credit Product Specialist covering the APAC region and based in the Philippines. She partners with credit risk professionals across financial institutions, asset managers, and corporate organizations to enhance credit workflows and support more informed decision-making.
In her role at S&P Global Market Intelligence, Yourim helps clients apply credit and risk solutions to streamline their processes, assess credit risk, and identify relevant market and credit trends. Her work focuses on connecting evolving credit needs with practical solutions that support stronger risk management across the region.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.