DATA
Have you ever noticed that planning, whether strategic or tactical, becomes easier (and maybe even fun) when you are sure you know “what’s going on out there?” This is how knowledge, data sets, and advice from O’Connell Lending Insights will come to your rescue.
Drivers of insight for O’Connell Lending Insights are:
On the research agenda are recurring “large N” market surveys of, for example:
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350 SMBs recently active in the credit market (early Q3 2025), for a full voice of the borrower, including how they decide where to apply and close, what influences the process, their takes on process ease and speed, their willingness to engage in embedded lending, the number of borrowers they use, and their likelihood and reasons to churn
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350 corporates recently active in the credit market (Q4 2025), for a full voice of the borrower, including how they decide where to apply and close, what influences the process, their takes on process ease and speed, their willingness to engage in embedded lending, the number of borrowers they use, and their likelihood and reasons to churn
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Approximately 350 lenders and underwriters, to assess their satisfaction with the CLO systems they use, including ease of use, productivity improvements, their organizations’ ease of deployment, and vendors’ tempo in delivering ongoing innovation
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Low-N surveys, indicative of market directions that drive proprietary findings, leveraging Mr. O’Connell’s lending community to explore phenomena such as how banks and their borrowers embrace AI in general and agentic AI in particular
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Anecdotal market insights from Mr. O’Connell, who is in the market every day talking to lenders, vendors, regulators, and other players
