S&P GLOBAL SUBSCRIPTION

The S&P Global Market Intelligence platform will provide detailed profiles of US financial institutions.  In addition to detailed profiles, S&P Global will provide bank regulatory data, balance sheet and income statement (GAAP and public filing) information, data on private banks/thrifts/and bank holding companies, all of which is organized in a readily accessible format.  Additionally, S&P Global provides the option of obtaining a direct data feed for use in financial modeling.  Staff of the Consumer Financial Protection Bureau (CFPB) will use this service daily, and staff within other Bureau divisions will use S&P Global for news feed updates, institution profiles, and other relevant financial data.

Anticipated Period of Performance: 15 September 2025 through 14 September 2029, inclusive of one (1) 12-month base year and three (3) 12-month option years.

The S&P Global Market Intelligence platform provides access to the following information that is critical to CFPB work and analyses:  Background information on entities and entity executives for information on both Depository Institutions and Non-Depository Institutions. In-depth data in real-time for the banking industry.  Complete best-in-class GAAP and as-reported financials, current news and analytical tools.  Complete and real-time regulatory data for the banking industry.  In-depth analysis of broker/dealers, exchanges, asset managers, specialty lenders, investment companies, mortgage REITs and financial technology firms.  SEC financial data in both standardized and as-reported formats, as well as Form ADV data, X-17s or Focus Reports, and mortgage markets share (HMDA) data.  Peer analysis tools that allow comparisons between financial institutions over a wide range of metrics, including; asset quality, earnings growth, and loan and deposit mix.  Comprehensive coverage of failed banks and thrifts, including news coverage, bidding analysis and metrics for government-assisted deals.

As a web-based service, S&P Global Market Intelligence access is available through any web browser to any CFPB staff member, including field staff. CFPB users can also register on their own through the web portal, without additional permissions from CFPB headquarters staff or account limitations. Of the companies that were researched, S&P Global Market Intelligence LLC is the only one that provides all the required features, data, and tools.