Enhanced due diligence

Financial institutions require the highest standards of due diligence. Whether it is to support an IPO, an international transaction, onboard a new private banking client, or work with a new correspondent bank, Blue Umbrella provides high quality enhanced due diligence to support finance industry relationships.

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9 GLOBAL LOCATIONS – CLOSE TO THE ACTION

Our 200+ researchers located in offices in Asia, Latin America, Europe and North America provide access to in-house researchers that speak more than 30 languages. No matter where your counterparties are located, partnering with Blue Umbrella gives you access to local knowledge.

Whether your program is administered from New York or Singapore, London or São Paulo, our account managers are where you need them to be.
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CHARACTERISTICS OUR CLIENTS CHERISH

Quality / Reputation / Coverage

High-Quality Reporting

Our clients include major Wall Street banks, top tier insurance companies, IPO Sponsors and law firms. We work in some of most highly regulated industries and jurisdictions. We select and expertly train analysts that not only meet the highest research standards, but are passionate about conducting excellent research.

Financial market participants comprise a close-knit community. Only by providing the highest quality reports has Blue Umbrella been able to achieve the highest growth rates in the industry.

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A Well Earned Disruptive Reputation

Blue Umbrella has become a global or regional provider of choice to some of the most prestigious banking institutions on Wall Street and in Europe. We have taken a large portion of the volume due diligence market with financial institutions due to several key success factors; our research is always of the highest quality no matter the resources required to achieve that, we value our client relationships and we price our services fairly.

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Proactive Account Management

From seconding staff to key clients, to explaining report findings directly to front-line bankers, to quickly answering report follow-up questions, Blue Umbrella engages with our clients. These basic fundamental elements seem common sense but feedback from our growing client base has suggested that it is refreshing.

Back-to-basics or disrupting a conservative industry? Either way, we will continue to provide a superior experience by hiring the best people in the markets that are most important to our clients.

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FINANCIAL INSTITUTIONS ARE UNDER TREMENDOUS PRESSURE TO CUT COSTS

Cut out the middle-man by plugging in to our 200+ researchers in 8 global locations.