Centralised data warehouse including APIs for a bulge-bracket investment bank

  • 40% cost reduction

  • 500+ market indicator time series data pulled from source providers

  • One centralised repository accessible through APIs


CLIENT PROFILE AND CHALLENGES
  • Top 15 US commercial bank with a well-diversified loan portfolio
  • Key challenges were:
    • Slower market response time
    • Inadequate client-facing time for portfolio managers
    • Increasing regulatory pressure
    • Difficulty to retain onshore talent
    • High cost of function
OUR APPROACH
  • Set up a pyramid-based offshore team in line with the complexity of work
  • Compiled a well-structured training and rollout plan
  • Set a target to deliver urgent spreads/quotes within 24 hours, complete all reviews within regulatory deadlines and produce high-quality output
  • Provided support in standardising review templates, new money transactions, reviews for portfolio purchase transactions, UAT for new risk rating platform and responses to regulatory queries
  • Achieved an overall productivity improvement of 10-15% across support functions
IMPACT DELIVERED
  • Acuity Knowledge Partners conducted a detailed white-boarding session to scope out support levels and complexity
  • Achieved 40% cost reduction by deploying highly skilled technology and quants subject-matter experts
  • Third-party API integration facilitated 500+ market indicator time series data pulled from source providers
  • Stored firm-wide scenario definitions in one centralised repository exposed through APIs
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What we have done

CRO risk data, CECL, analytics and reporting for a US-based bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

Enterprise Application Development And Data Management Streamlining For a US Pension Advisory Firm
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach