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A banker’s role in approving a project

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  1. Introduction
  2. The tools available to bankers
  3. The analytical methods for diagnosis
    1. Gathering information
    2. The restatement of information
  4. The four stages of diagnosis
    1. The operational diagnosis
    2. The financial analysis
    3. Strategic diagnosis
    4. The provisional diagnosis
  5. Conclusion

Earlier, the role of a banker was mainly that of a money lender. Today, many businesses have ventured into insurance, real estate, personal services and e-banking. Traditionally, the bank played the role of an intermediation, that is to say, it collected and lent money by making intermediation margins.

[...] o Data on the credibility, family background and inheritance The restatement of information These are the records that the banker must restate in order to establish a diagnosis. The four stages of diagnosis Successively the banker will look at different parts as follows: Operational Financial Strategic Predictive 1. The operational diagnosis It affects the activity of the company itself. They look into the products sold, customers and the inventory The financial analysis It is a very important part of diagnosis. [...]

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