In our second Product Roadmap of 2025, we highlight some of the recent additions to Cognitive Credit products and services in 2Q25 and take a sneak peak at what’s to come in Q3.
At Cognitive Credit, we’re always striving to improve our products.
Through a mix of direct engagement with our clients and feedback from the wider market, we’re constantly developing new features and functionality to help credit teams work more efficiently and maximize performance.
Like most technology firms, we develop and deliver features according to a strict roadmap. As new features are added to the roadmap, our product and engineering teams work to deliver them in quarterly sprints.
As each sprint ends, we’ll use this quarterly blog post to round-up all the latest additions to the application delivered in the previous quarters - and offer a sneak peak of what’s to come in the months ahead.
Our current Product Roadmap
Q2: Now available in-app
Leveraged loans coverage (Live)
Featuring an initial rollout of over 750 public and private issuers, our Leveraged Loan data sets offer our signature level of accuracy, speed and detail that only Cognitive Credit can deliver for your research – extended to US and European Leveraged Loan markets.
For more on our Leveraged Loans coverage, go here.
API enhancements (Live)
API clients can now access Historical Earnings Dates, available to both tiers of our API service. This feature is designed specifically to help Quant teams generate point-in-time historical data sets, to backtest and optimize their pricing models and trading algorithms.
Restricted Access Names (Live)
Our second major release of 2025 saw the addition of Restricted Access Names (RAC) to the application. This brand new feature allows you to search and filter private issuers within the web-app via the Companies screen. Users can now gain access to the underlying models for those names by uploading the relevant documentation via a simple self-service portal - providing a quick, convenient and secure way to access private names.
For more on Restricted Access Name in-app, go here.
Q3: In development
Excel Add-in enhancements
As adoption of our Excel Add-in continues to grow, a range of Excel Add-in improvements are now currently in development. These include (but are not limited to) the roll out of additional CCDP measures, adding reporting periods and earnings dates, and improved handling of restricted access names. These features will be introduced gradually over the next quarter and will give Excel Add-in users greater flexibility for working with Cognitive Credit data in Excel.
Excel Add-In resource template library
To support users in getting up to speed quickly with our Excel Add-In, we’ve developed a curated library of practical resource templates. These templates are designed to help users understand key workflows, apply best practices, and unlock the full potential of the Add-in in real-world scenarios. This growing library is part of our ongoing commitment to empower users with intuitive, self-serve tools that accelerate onboarding and drive adoption. These templates will be made available via our Help Center.
Restricted Access Names document uploader
Following the successful release of our Restricted Access Names package in Q2, we are continuing to refine and optimize this new functionality with feedback from clients. We are actively enhancing our document uploader to make the upload process both faster and more transparent - all uploaded documents will be immediately reflected in your personal document library after upload, with the review status of your documents displayed and updated in real-time.
Advanced Market Filtering
Over the second half of the year, we will also be introducing upgrades to some of the core infrastructure in our web-app and additional features designed to help users more efficiently screen the market and price securities. This will include the addition of multiple watchlists, market price move widgets, and a larger upgrade package for our Comparables screens that will enable expanded relative value analysis. We will announce more about these improvements in the coming months, so be sure to subscribe to our newsletter for all the latest updates.
See these features in action today
As always, timelines on these developments may shift as other features take priority. If you'd like to see Q2 features first-hand - including Leveraged Loans, Restricted Access Names and more - simply request your demo today.
And if you’d like to suggest or discuss a feature to be added to our roadmap, just let us know here.