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Credit Data Research and Inventya launch 360° Financial Plan powered by Credit Passport Plan in the UK

February 20, 2024

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Credit Data Research and Inventya launch 360° Financial Plan powered by Credit Passport Plan in the UK

Empowering SMEs for financial prosperity, the strategic partnership between Credit Data Research (CDR) and Inventya plugs a significant gap in financial tools for SMEs. Combining Inventya's extensive network and operational expertise with Credit Data Research's innovative technology, particularly in Open Banking applications, this collaboration is a definitive game-changer.

Accessing finance can be a hurdle for SMEs which tend to have limited resources and time. Maximising their business credit limit requires expert advice as well as a strong financial plan with accurate projections. How to streamline data access and decision making is a key question for SMEs exploring financing options.

360° Financial Plan addresses this by combining structured consultancy and connected data via Open Banking. This results in the Credit Passport Plan, a comprehensive document that will encompass the company profile, historical progress and detailed three-year projections in exactly the format required for applications ranging from £200,000 - £10m. Accessing the same technology that banks do and being guided by finance experts, will empower businesses with the right tools to work towards maximising their debt and equity investment.

Alessio Balduini, CEO of Credit Data Research, states, “Together, we are on a mission to enhance economic resilience, providing SMEs with the tools they need to thrive and secure vital financial resources. The future of SME empowerment begins here." Echoing this sentiment, Aldo De Leonibus, CEO at Inventya, adds, “We are excited to be able to offer SMEs the new 360° Financial Plan. This will serve as a key resource in SMEs' financial journey, ensuring they are well-prepared and positioned for success with their investment decisions, providing a catalyst for growth and stability".

February 20, 2024
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