EDI Finance / Use cases / Banks & brokers

For banks and brokers

Research, sales and treasury teams use EDI Finance for company fundamentals, ownership, rates and FX across the US and Mexico.

Research — Build company and sector notes from as-reported and standardized financials, with filings one click away.
Sales — Answer client questions on who owns a name and how positioning changed quarter over quarter.
Treasury and rates — Track the US Treasury curve, FX and macro indicators in one view.
Systems — Load the same data into internal tools through the API, including bulk dataset exports.

US and Mexico in one comparison

Put a Mexican bank next to a US regional in the same peer table, converted to one currency, with labels in the language your client reads.