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S&P Global Market Intelligence

  • What it is:S&P Global Market Intelligence is a division of S&P Global that provides actionable financial intelligence, data analytics, benchmarks, and workflow solutions in global capital, commodity, and automotive markets.
  • Best for:Large banks and treasury departments, Procurement teams in manufacturing/retail, Investment firms handling illiquid securities
  • Pricing:Starting from $10,000 USD/company/year
  • Rating:95/100Excellent
  • Expert's conclusion:Capital market participants looking to reduce the amount of time it takes to onboard new counterparties and/or manage existing ones will find this software ideal.
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Reviewed byMaxim Manylov·Web3 Engineer & Serial Founder

What Is S&P Global Market Intelligence and What Does It Do?

S & P Global Market Intelligence is one of the most prominent providers of multi asset class and real time data; research; news and analytics to institutional investors, investment and commercial banks, insurance companies and corporations. The firm provides in depth data, actionable analytics and detailed sector insight that are necessary for making important financial decisions. It was formerly known as S & P Capital IQ and now operates as a division of S & P Global Inc.

Active
📍New York, NY
📅Founded 1998
🏢Subsidiary
TARGET SEGMENTS
Institutional InvestorsInvestment BanksCommercial BanksInsurance CompaniesCorporationsUniversities

What Are S&P Global Market Intelligence's Key Business Metrics?

📊
$95.2M+
Federal Contracts Value
📊
25+
Years in Operation
📊
55 Water Street, New York
Headquarters Location

How Credible and Trustworthy Is S&P Global Market Intelligence?

95/100
Excellent

Division of an established, publicly traded Fortune 500 company with a rich history dating back to 1860; providing global financial institutions with trusted data and analytics.

BREAKDOWN
Product Maturity100/100
Company Stability100/100
Security & Compliance95/100
User Reviews90/100
Transparency85/100
Support Quality90/100
TRUST SIGNALS
Division of NYSE-listed S&P Global Inc.25+ years serving financial institutions$95M+ in federal contractsMulti-asset class data provider to global banks

What is the history of S&P Global Market Intelligence and its key milestones?

1998

S&P Capital IQ Founded

Founded originally as S & P Capital IQ which provided financial data and analytics services to firms.

2004

Acquired by S&P Global

S & P Capital IQ was purchased by S & P Global (formerly McGraw Hill) and became part of its intelligence division.

2016

Rebranded as S&P Global Market Intelligence

Firm name changed after parent company transitioned from McGraw Hill to S & P Global Inc.

2022

S&P Global Acquires IHS Markit

Parent company S & P Global completed $44 billion acquisition of IHS Markit increasing the firms' ability to provide quality data.

What Are the Key Features of S&P Global Market Intelligence?

✨
Multi-Asset Class Data
Comprehensive and real time data available on equities, fixed income, derivatives and alternative assets for institutional investors.
✨
Actionable Analytics
Advanced analytics platforms including Capital IQ for financial model building, screening and research workflow tools.
✨
Deep Sector Intelligence
Industry specific research and insights for industries such as banking, energy, transportation and private markets.
✨
Real-Time Market News
Real time news feeds and event driven alerts can be integrated into trading and research platforms.
👥
Counterparty Management Tools
Risk assessment, relationship management and compliance screening for firms operating in treasury functions.
✨
Supply Chain Analytics
Trade data globally through Panjiva for firms to have better visibility of their supply chains and access to market intelligence.

What Technology Stack and Infrastructure Does S&P Global Market Intelligence Use?

Infrastructure

Enterprise cloud infrastructure with high-availability data centers

Technologies

Capital IQ PlatformEViewsGlobal Insight

Integrations

BloombergRefinitivTrading SystemsERP Systems

AI/ML Capabilities

AI-enhanced analytics and data processing capabilities integrated into research and risk management platforms

Inferred from enterprise financial platform standards and subsidiary brands

What Are the Best Use Cases for S&P Global Market Intelligence?

Investment Bankers
In-depth screening of companies, financial models and comparable analysis using Capital IQ.
Treasury Managers
Integrated counterparty risk assessment, relationship management and credit monitoring.
Private Equity Professionals
Sourcing deals, conducting due diligence and tracking portfolios using deep sector intelligence and private market data.
Institutional Portfolio Managers
This is a multi-class asset study that provides the researcher with real-time news and quantitative tools to aid the portfolio manager in building an optimized portfolio of assets.
NOT FORRetail Investors
The enterprise version of this tool makes it too complex and expensive for the individual investor to utilize.
NOT FORHigh-Frequency Traders
This tool was designed for use in research and analytic work flows and not for ultra low-latency execution data.

How Much Does S&P Global Market Intelligence Cost and What Plans Are Available?

Pricing information with service tiers, costs, and details
☐Service$CostℹDetails🔗Source
SMB Starting Plan$10,000 USD/company/yearStarting plan for small and medium businesses via Salesforce AppExchangeSalesforce AppExchange
Enterprise SubscriptionCustom quoteTailored pricing based on organization size, needs, and data access requirements (API, datasets, platforms)Official websites and Vendr
Pricing and Reference DataCustom quoteNext-generation pricing data services for fixed income, derivatives, CDS, loans, CLOs, bonds; flexible delivery via API, Excel, web portalS&P Global Pricing and Reference Data
Global Pricing & Purchasing ServiceCustom quoteProcurement benchmarks, cost models, forecasts; supports 17k+ users, $1bn+ client savings achievedS&P Global Global Pricing & Purchasing Service
SMB Starting Plan$10,000 USD/company/year
Starting plan for small and medium businesses via Salesforce AppExchange
Salesforce AppExchange
Enterprise SubscriptionCustom quote
Tailored pricing based on organization size, needs, and data access requirements (API, datasets, platforms)
Official websites and Vendr
Pricing and Reference DataCustom quote
Next-generation pricing data services for fixed income, derivatives, CDS, loans, CLOs, bonds; flexible delivery via API, Excel, web portal
S&P Global Pricing and Reference Data
Global Pricing & Purchasing ServiceCustom quote
Procurement benchmarks, cost models, forecasts; supports 17k+ users, $1bn+ client savings achieved
S&P Global Global Pricing & Purchasing Service

How Does S&P Global Market Intelligence Compare to Competitors?

FeatureS&P Global Market IntelligenceBloombergRefinitiv (LSEG)ICE Data Services
Core FunctionalityFixed income pricing, CDS, loans, CLOs, procurement benchmarksFull market data across assetsReal-time pricing and reference dataDerivatives and fixed income pricing
Pricing (starting price)Custom/Enterprise$20k+/year$15k+/yearCustom/Enterprise
Free Tier AvailabilityNoNoNoNo
Enterprise Features (SSO, audit logs)Yes (platform access)YesYesYes
API AvailabilityYes (REST API, Excel API)YesYesYes
Integration CountHigh (custodians, fund admins, third-party platforms)ExtensiveExtensiveHigh
Support Options24x7x365, 98% satisfaction24/724/724/7
Security CertificationsEnterprise-gradeSOC 2, ISOSOC 2, ISOSOC 2, ISO
Core Functionality
S&P Global Market IntelligenceFixed income pricing, CDS, loans, CLOs, procurement benchmarks
BloombergFull market data across assets
Refinitiv (LSEG)Real-time pricing and reference data
ICE Data ServicesDerivatives and fixed income pricing
Pricing (starting price)
S&P Global Market IntelligenceCustom/Enterprise
Bloomberg$20k+/year
Refinitiv (LSEG)$15k+/year
ICE Data ServicesCustom/Enterprise
Free Tier Availability
S&P Global Market IntelligenceNo
BloombergNo
Refinitiv (LSEG)No
ICE Data ServicesNo
Enterprise Features (SSO, audit logs)
S&P Global Market IntelligenceYes (platform access)
BloombergYes
Refinitiv (LSEG)Yes
ICE Data ServicesYes
API Availability
S&P Global Market IntelligenceYes (REST API, Excel API)
BloombergYes
Refinitiv (LSEG)Yes
ICE Data ServicesYes
Integration Count
S&P Global Market IntelligenceHigh (custodians, fund admins, third-party platforms)
BloombergExtensive
Refinitiv (LSEG)Extensive
ICE Data ServicesHigh
Support Options
S&P Global Market Intelligence24x7x365, 98% satisfaction
Bloomberg24/7
Refinitiv (LSEG)24/7
ICE Data Services24/7
Security Certifications
S&P Global Market IntelligenceEnterprise-grade
BloombergSOC 2, ISO
Refinitiv (LSEG)SOC 2, ISO
ICE Data ServicesSOC 2, ISO

How Does S&P Global Market Intelligence Compare to Competitors?

vs Bloomberg Terminal

S&P Global has proven to be a superior provider of specialized pricing of fixed-income products such as bonds, CDS and other less liquid securities and procurement benchmarking with transparent methods. Bloomberg has provided a broader set of real-time market data at a greater cost than S&P for complete access. S&P targets the treasury and procurement professional while Bloomberg is used by the trader.

S&P is used for cost analysis and risk management, while Bloomberg is used by the live trading desk.

vs Refinitiv (LSEG)

Both companies are providing pricing/reference data, however S&P is providing a deeper level of fixed-income pricing and supply chain cost savings (over $1 billion achieved). S&P will position itself as the mid-market premium versus Refinitiv who has a larger market share in real-time feeds. S&P also provides strong API delivery for use with treasury systems.

S&P is used for procurement negotiation while Refinitiv is used for high frequency trading data.

vs ICE Data Services

S&P is competitive in derivatives/fixed income and provides unique value through its ability to deliver 500k+ historical price points, 4k forecasts and global purchasing services for supply chain management. ICE is a leader in exchange-based data while S&P is a leader in evaluator expertise and illiquids.

S&P is used for strategic sourcing, while ICE is used for exchange traded instruments.

vs FactSet

S&P focuses on providing commodity forecasts and pricing technology across 60 countries. FactSet is a stronger player in the area of portfolio analytics. S&P is gaining traction in the area of treasury management having now reached 17k users.

S&P is used for counter party / pricing within banking treasury, while FactSet is used for investment research.

What are the strengths and limitations of S&P Global Market Intelligence?

Pros

  • Unparalleled fixed income coverage — corporate, government, securitization, municipal bond and intraday pricing.
  • Proven cost saving track record — clients have saved over $1 billion utilizing procurement benchmarks.
  • Innovative delivery options — REST API, Excel, SFTP, web portal for easy integration.
  • Expert support — direct access to pricing specialists, 24x7x365 service, 98% customer satisfaction.
  • Comprehensive historical price data — >500k prices + 4k forecasts + 500+ cost models
  • Clear methodological approach — evaluator has expertise in liquidity metrics & source documentation
  • Global presence — currently supporting 17k+ procurement users from 60+ countries

Cons

  • Lack of publicly disclosed pricing — all pricing is custom quote, which can create challenges for SMB to budget
  • Enterprise focused — SMB will start at $10k per year and may deter small firms
  • Asset specialization — less than ideal for general equity / real-time trading requirements
  • Lack of free tier or trial — creates a high barrier for entry to evaluate
  • Procurement focused — fixed income pricing is strong, however, does not provide universal market data
  • Subscriptions are required — there is no option for single-purchase or pay-as-you-go options
  • Integration requires additional work — while APIs are available, integration into a treasury system typically requires IT support

Who Is S&P Global Market Intelligence Best For?

Best For

  • Large banks and treasury departments — Provides deep counterparty management through fixed income pricing, CDS, and loan products for valuation/risk assessment
  • Procurement teams in manufacturing/retail — Enables $1 billion+ in annual cost savings through supplier negotiations using global pricing benchmarks and forecasting
  • Investment firms handling illiquid securities — Specializes in providing coverage of CLOs, municipal/corporate bonds, and associated liquidity metrics
  • Supply chain managers needing cost modeling — Includes 500+ cost models, as well as historical data for strategic sourcing across multiple commodities
  • Enterprise risk managers — Provides independent pricing for valuation purposes and regulatory data backed by proven methodologies

Not Suitable For

  • Solopreneurs or startups — Custom pricing for valuation purposes and regulatory data starts at $10,000 per year; Consider using free alternatives such as Yahoo Finance instead
  • Day traders needing real-time equities — Does not provide comprehensive, real-time feed for the entire financial markets; Use Trading View instead
  • Small consultancies without IT support — Requires extensive IT support for integration; More straightforward APIs/platforms such as Alpha Vantage are better suited for simple applications
  • Retail investors — Pricing for enterprise level solutions too expensive/complex; Consider using free brokerage data instead

Are There Usage Limits or Geographic Restrictions for S&P Global Market Intelligence?

User Access
Subscription-based, license required for platforms like Capital IQ Pro
Data Delivery
Flat file, API, Excel plug-in, Price Viewer web portal
Coverage Scope
Fixed income (bonds, CDS, loans, CLOs), procurement commodities; not all asset classes
Geographic Availability
Global, with forecasts for 60+ countries
SMB Minimum
$10,000 USD/company/year starting plan
Customization
Tailored to organization size/needs; no standard tiers
Compliance
Regulatory datasets available; enterprise security assumed

Is S&P Global Market Intelligence Secure and Compliant?

24x7x365 Customer Service98% satisfaction rate with responsive support for pricing challenges and inquiries
Platform SecuritySecure access via S&P Capital IQ Pro/Capital IQ platforms with license controls
Data ProtectionIndependent pricing backed by proven methodologies; transparent sourcing
API SecurityREST API and Excel API with enterprise-grade delivery for treasury systems
Third-Party IntegrationsRelationships with global custodians, fund administrators, third-party platforms
Regulatory ComplianceProvides regulatory data sets for fixed income and derivatives
Audit SupportDirect specialist access for price validations and market inquiries

What Customer Support Options Does S&P Global Market Intelligence Offer?

Channels
Via Outreach360 branded emails for counterparty requests24/7 self-service access to Counterparty Manager dashboardBusiness hours through S&P Global support
Hours
24/7 platform access, business hours for direct support
Response Time
Platform responses immediate; support tickets typically <24 hours
Satisfaction
Not publicly available; enterprise-focused with high reliability noted in industry use
Specialized
Dedicated regulatory compliance and onboarding support for financial institutions
Business Tier
Priority access for dealers, brokers, and institutional users
Support Limitations
•No live chat mentioned
•Support primarily enterprise-oriented

What APIs and Integrations Does S&P Global Market Intelligence Support?

API Type
REST APIs for direct connectivity to client systems and data exchange
Authentication
Multi-factor authentication, IP whitelisting
Webhooks
Not explicitly mentioned; event-driven updates via API
SDKs
Not specified; integration focused on financial systems
Documentation
Available through S&P Global developer resources for Counterparty Manager
Sandbox
Secure testing environment with encrypted document handling
SLA
High availability as industry standard platform; cybersecurity compliant
Rate Limits
Not publicly detailed; scales for high-volume trading data
Use Cases
Onboarding automation, KYC validation, regulatory data exchange, loan trade processing

What Are Common Questions About S&P Global Market Intelligence?

Counterparty Manager provides automated end-to-end onboarding process that enables secure exchange of entity information/documents/regulatory data. Users initiate requests and counterparties submit information via a user-friendly portal, and workflow processes manage KYC/tax/legal review with complete audit trail.

The Counterparty Manager complies with all of Dodd-Frank, EMIR, FATCA, MiFID II (for Europe) ASIC (for Australia), HK SFC (for Hong Kong), as well as the uncleared margin requirements from regulators around the world. Additionally, we are continually updating our obligations to meet the evolving needs of each market, and provide users with tools such as ISDA Amend that allow for standardized representation of terms.

Unlike sending an email, it is a safe, central place for companies to conduct business with their counterparties. In addition to being safe, this application has the ability to encrypt communications between parties, control who can view information by using permissioning, and automate many of the steps involved in completing agreements so that companies do not have to manually complete paperwork or wait for someone to approve an agreement, which can often take weeks or months. This application also stores documents safely for reference at a later date and allows users to store reusable data across multiple brokers.

Yes, the Counterparty Manager has features such as encrypted document storage, multi-factor authentication, IP whitelisting, and GDPR compliant permissioning to ensure user safety and security. As part of our commitment to ensuring our users' safety and security, we continuously test the Counterparty Manager for compliance with cybersecurity regulations and exceed those found in traditional email applications.

Yes, the Counterparty Manager has several ways of providing users with the ability to connect to their own systems and client data including through API connections, spreadsheet downloads, and trade processing. The Counterparty Manager can be used to integrate with other systems and platforms including ISDA Create for negotiating contracts and DTCC for T+1 onboarding.

The Counterparty Manager provides users with the ability to create branded requests to counterparties using the Outreach360 tool. We also offer users self-service work flows and S&P Global will assist with set-up and any regulatory questions.

Yes, the Counterparty Manager has access to more than 200,000 legal entities, more than 12,000 buyside customers, more than 100,000 trading accounts, and more than 150 dealers/brokers to enable users to easily reach out to counterparties globally.

Primarily the Counterparty Manager was created for use by financial institutions. Pricing is private and typically only available to large enterprises. While the Counterparty Manager does provide some level of support for the entire lifecycle of trades, its primary focus is on onboarding counterparties rather than supporting the entire lifecycle of a trade.

Is S&P Global Market Intelligence Worth It?

S&P Global Market Intelligence's Counterparty Manager is currently the industry standard solution for automating the process of onboarding counterparties in the financial markets and serves a vast network of more than 12,000 buyside customers and more than 200,000 entities. The Counterparty Manager is a highly effective way to comply with regulatory requirements and achieve significant efficiencies when compared to manual processes. However, the Counterparty Manager is primarily focused on meeting the needs of large institutions and is priced accordingly as an enterprise product.

Recommended For

  • Financial institutions, including banks, brokers, custodians and fund managers that need to onboard large volumes of counterparties.
  • Global trading firms that require to exchange KYC, tax and regulatory data with counterparties.
  • Institutions preparing for T+1 settlement and margin reforms.
  • Enterprise teams focused on compliance with Dodd-Frank, EMIR, and MiFID II – determine whether compliance outweighs cost of implementation.

!
Use With Caution

  • Small organizations with fewer counterparties that have weighed the cost of implementation against the potential benefits.
  • Non-financial users – highly specialized for use in capital markets.
  • Trading organizations that require the ability to execute trades in real time – beyond the need for counterparty onboarding.

Not Recommended For

  • Retail or non-trading organizations – generally not applicable to general CRM.
  • Startups with limited budgets – enterprise pricing models are typically too expensive.
  • Organizations that do not wish to utilize cloud-based platforms.
Expert's Conclusion

Capital market participants looking to reduce the amount of time it takes to onboard new counterparties and/or manage existing ones will find this software ideal.

Best For
Financial institutions, including banks, brokers, custodians and fund managers that need to onboard large volumes of counterparties.Global trading firms that require to exchange KYC, tax and regulatory data with counterparties.Institutions preparing for T+1 settlement and margin reforms.

What do expert reviews and research say about S&P Global Market Intelligence?

Key Findings

Counterparty Manager is an enterprise-grade, industry leading solution for streamlining the process of onboarding and managing counterparties under regulatory requirements such as Dodd-Frank/EMIR. The company has over 12,000 buyside customers, manages over 200,000 entities and provides features for automated onboarding, KYC, regulatory compliance, and ISDA Create and DTCC integrations. Counterparty Manager places a high emphasis on security, efficiency and global network access – however, it does not provide public pricing information nor does it provide customer reviews.

Data Quality

Good - detailed product factsheets, official pages, and partnerships confirm capabilities; limited public info on support, pricing, and user reviews as enterprise-focused product.

Risk Factors

!
Enterprise-only access; no public pricing information available.
!
May be impacted by future changes in financial regulations.
!
Limited number of publicly available consumer reviews or ratings.
Last updated: February 2026

What Additional Information Is Available for S&P Global Market Intelligence?

Partnerships

Integrate with ISDA to enable the creation of fully compliant end-to-end derivatives contracts using Create functionality. In addition, partner with DTCC to enhance the speed of onboarding to T+1, as well as IDTCC to automate institutional trade processing.

Network Scale

Currently serves 12,000+ buyside customers, 200,000+ legal entities, 100,000+ trading accounts, and 150 dealers/brokers giving Counterparty Manager unparalleled reach into counterparties.

Regulatory Tools

Include support for ISDA Amend 2.0 for margin reforms and self-disclosure letters. Certificate Compliance automates FINRA, Regulation S, QIB, and SMMP suitability certificates.

Security Features

Uses multi-factor authentication, IP whitelisting, encrypts all data, and uses GDPR-compliant permissioning. Continuously test for cybersecurity compliance.

Recent Developments

Announced redesign of Document dashboard. Outreach360 allows companies to run their own branded counterparty campaigns for MiFID II, KYC, and due diligence.

What Are the Best Alternatives to S&P Global Market Intelligence?

  • •
    Broadridge Counterparty Manager: An enterprise-grade, compliant onboarding and KYC/AML solution that focuses heavily on wealth management. It is similar to Broadridge in terms of the Network Effects, however it provides a better option for custodians who are looking to onboard their clients using an integrated approach.
  • •
    Enverus Client Onboarding: The platform is specifically designed for energy trading counterparties to exchange documents and ensure they comply with regulations. It has a narrower scope than S&P Global Trade Intelligence Platform, but is a cost effective option for commodity traders who require compliance support; S&P Global Trade Intelligence Platform offers a more global perspective.
  • •
    Avalara KYC/Onboarding: Avalara is a specialized onboarding platform focused on tax compliance and automation. Avalara is stronger than other solutions when it comes to completing tax forms versus completing trading agreements. Avalara is also ideal for fintechs who prioritize FATCA and CRS.
  • •
    Theta Lake Compliance: A regulatory archiving and surveillance platform that captures and monitors all communication related to onboarding, which allows companies to demonstrate compliance. The platform includes counterparty data tools and is best suited to meet the needs of communications compliance and onboarding; it also features enterprise grade security.
  • •
    Refinitiv (LSEG) Onboarding: LSEG's comprehensive KYC and Entity Data Management platform provides a broader range of market data integration options, making it a viable competitor to S&P Global Trade Intelligence Platform for those banks who need advanced analytics and reporting.

What Core Functionality Features Does S&P Global Market Intelligence Offer?

Automated Counterparty Onboarding Workflow

A customizable end-to-end onboarding solution for brokers, custodians, corporations, and fund administrators that includes workflow for collecting documents, conducting KYC, determining tax implications, assessing creditworthiness, and reviewing contracts.

Real-Time Exposure Tracking & Aggregation

A cloud based solution that delivers a unified view of potential future exposure by providing real time analytics for near-term PFE and intraday limit monitoring.

Multi-System Data Integration

An API connection to your clients' systems, trading platforms, loan trade processing and data access for spreadsheets and settlement.

Credit Risk Analysis & Scoring

A flexible solution that can be customized to support counterparty credit risk management and supports both IMM and SA-CCR, including model validation.

Bilateral Agreement Management

Supports tracking and exchanging thousands of bilateral agreements including ISDA Master Agreements and Variation Margin documentation through its integration with ISDA Create.

Regulatory Compliance Calculations

Supports multiple jurisdictions including Dodd-Frank, EMIR, FATCA, MiFID II, uncleared margin requirements, ASIC, HK SFC with automated calculation capabilities.

Collateral & Margin Management

Digitizes and manages legal agreements tied to margin obligations with secure document storage.

Counterparty Network & Documentation Exchange

A network of over 12,000 buyside customers, 200,000 legal entities, and 150 dealers/brokers to validate documentation exchanged.

What Is S&P Global Market Intelligence's Regulatory Compliance Framework Status?

Dodd-FrankComprehensive counterparty documentation and data exchange requirements for derivatives trading relationships
EMIRRegulatory reporting and clearing requirements with document validation workflows
FATCATax compliance validation during onboarding with automated data collection
MiFID II/MiFIRRepapering, client outreach, and electronic trading compliance support
Uncleared Margin RulesMargin requirements for non-cleared derivatives with documentation management
ASICAustralian regulatory onboarding and business conduct requirements
HK SFC Electronic Trading RulesHong Kong electronic trading compliance and due diligence
FINRA 2111/2242/5131, Reg S, QIB, SMMPCertificate compliance automation for suitability verification via Certificate Compliance service

What Is S&P Global Market Intelligence's Technical Architecture Specifications?

Deployment Model
Cloud-based platform with highly secure environment and real-time processing capabilities
Real-Time Calculation Engine
Near-time PFE computation, continuous recalculation, and powerful analytics for exposure monitoring
Data Integration Capability
API connectivity, spreadsheet downloads, integration with trading systems, DTCC for T+1 readiness
Risk Measurement Methods
Internal Model Method (IMM), Standardized Approach for Counterparty Credit Risk (SA-CCR), PFE calculations
Advanced Analytics Engine
Model validation with transparent intermediate results, portfolio analytics, and regulatory updates
Audit Trail & Compliance
Complete audit trail for all document movements, data changes, and workflow decisions
Access Control & Security
Multi-factor authentication, IP whitelisting, encrypted storage, GDPR compliant permissioning
Workflow Automation
Customizable workflows via Onboarding Accelerator with Outreach360 for branded client communications

How Does S&P Global Market Intelligence's Use Case Mapping Compare?

Use Case CategoryUse Case ScenarioBusiness ObjectiveKey Capabilities Required
Counterparty OnboardingNew account setup and relationship establishmentAccelerate time-to-market with streamlined KYC and documentationOnboarding Accelerator, automated workflows, document collection, tax/legal validation
Counterparty OnboardingRegulatory repapering and amendment requestsMaintain compliance with ISDA documentation updatesISDA Create integration, electronic negotiation, bilateral agreement exchange
Credit Risk ManagementIntraday exposure monitoring and limit checksPrevent breaches with real-time risk visibilityPFE/EAD calculations, near-time analytics, cloud-based aggregation
Credit Risk ManagementPortfolio credit risk assessmentConsistent view across products for capital optimizationIMM/SA-CCR compliance, model validation, intermediate results storage
Regulatory Capital ComplianceCapital requirements computationAchieve Basel III standards with audit-ready calculationsSA-CCR/IMM methods, regulatory updates, transparent computations
Regulatory Capital ComplianceCertificate and suitability verificationAutomate FINRA/Reg S compliance for trading eligibilityCertificate Compliance service, Bigdough mapping, API flags
Collateral ManagementMargin and collateral documentation exchangeSupport uncleared margin rules with digitized agreementsSecure document storage, workflow tracking, permissioning
Counterparty InvestigationDue diligence and entity validationEnhanced transparency via network data and audit trails200k+ entities network, Outreach360 campaigns, validation services

What Credit Risk Mitigation Strategies Does S&P Global Market Intelligence Offer?

Collateral & Margin Optimization

Digital management of margin documentation and agreements to support uncleared margin rules; secure exchange/validate documents

Netting Agreement Enforcement

Netting of bilateral exposures through centralized ISDA documentation management to reduce gross exposures

Continuous Credit Monitoring

Exposure tracking and real-time PFE in accordance with regulatory requirements; intraday limit monitoring

Automated Compliance Validation

Validation of KYC, tax, and regulatory certificates to decrease onboarding risk with a focus on validating data quality

Secure Documentation Exchange

Secure encrypted data shared among all 12,000+ counterparties to reduce the occurrence of data errors and settlement delays

Pre-Trade Risk Assessment

Analytical tools that provide near time exposure checks prior to trade execution based upon integration of calculations

Centralized Entity Data Management

Repository of master information of 200,000+ entities with hierarchical structure, permissions, and reuse of entity information by multiple brokers.

What Is S&P Global Market Intelligence's Data Governance Requirements?

Master Data Management
Centralized repository with 200,000+ legal entities, account hierarchies, LEI/MEI linking
Document Digitization & Validation
Automated collection, validation of KYC, tax, regulatory documents with full digitization
ETL Framework
API integration, data feeds from trading systems, secure transfer and reconciliation
Data Quality & Validation Rules
Investor verification accuracy via Bigdough mapping and automated certificate validation
Complete Audit Trail
Full tracking of document movements, data changes, user actions with timestamps
Information Security & Encryption
Multi-factor auth, IP whitelisting, encrypted storage, GDPR compliant permissioning
Cloud-Based Data Management
Highly secure cloud platform with real-time access and scalability for global users
Segregation of Duties
Role-based access controls and workflow separation for requests and approvals

How Does S&P Global Market Intelligence's Integration And Reporting Capabilities Compare?

Integration AreaIntegration RequirementReporting OutputBusiness Value
Market Data SourcesEntity data enrichment and validation servicesKYC/tax validation reports, enriched profilesAccurate compliance with current regulatory data
Trading SystemsAPI connectivity for pre-trade flags and settlementGood-to-trade indicators, exposure reportsInstant trading eligibility and risk integration
Reference DataISDA Amend/Create integration for derivatives docsDigital contract repository, amendment trackingStreamlined negotiation and lifecycle management
Interactive Risk ReportingCloud-based PFE/EAD analytics and model validationIntermediate results, scenario analysisTransparent validation and portfolio insights
Regulatory ReportingAutomated compliance for Dodd-Frank/EMIR/FATCAOnboarding status, certificate compliance filesReduced manual effort and audit readiness
Real-Time Monitoring DashboardsDocument dashboard redesign for workflow trackingOnboarding progress, network access metricsProactive management of counterparty relationships
Pre-Deal CheckingReal-time exposure via Counterparty Credit RiskLimit check results, incremental impactPrevent breaches with integrated checks
Custom Analytics & FeedsOutreach360 API, spreadsheet exports, DTCC partnershipCustom campaigns, data downloads, T+1 readinessFlexible outreach and operational efficiency

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