Leveraged Loan monitoring for a top five bulge-bracket firm

  • 300+

    leveraged loans

  • SNC & ECB

    compliant monitoring

  • $12bn

    loan portfolio monitored

  • 24 hours TAT

    for news alerts

CLIENT CHALLENGES
OUR SOLUTION
  • Set up dedicated industry/sector specialist team for managing over 300 leveraged credits across multiple sectors
  • Provide support that includes creating detailed credit paydown and deleveraging models and credit reviews
  • Monitor borrowers on a quarterly basis to track actual performance against projection and budget
  • Deliver material credit event update within 24 hours
IMPACT DELIVERED
  • Meeting all deadlines for regulatory compliance and reviews
  • Standardized credit models and credit reviews
  • Fragmented approach addressed through standard operating procedures and methodology documents
  • Robust monitoring of the portfolio and built-in early warning mechanism to identify riskier credits leading to correct prioritization
  • On time model re-run of the credits in case of performance deterioration
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What we have done

Market Assessment of the Saudi Arabia Genomics Industry
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20%

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Over 1,000+

hours of work delivered

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productivity gains to the onshore legal team

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increase in efficiency, leading to significantly reduced time to market

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>4,000

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30%

of investment team’s time saved

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>100

target screens created

>6,000

hours of effort delivered

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~USD10bn

AuM supported

>1,400

portfolio KPIs tracked

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$10,000

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global respondents reached

2,000+

respondents participated through online survey

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USD1m

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c.40%

increase in onshore bandwidth

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USD1.2m

Cost savings since inception

c.35%

Release of onshore bandwidth

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>8

years of partnership

>$48b

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1,000+

issuers

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leveraged loans

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more client-facing time

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40-50%

reduction in the request

30%

improvement

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25-30%

reduction in the request

40%

reduction in client escalations

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reports generated per annum

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What we are proud of

100%

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80%

Global Team’s workload secured

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100%

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150+

Regions Focused for Distribution

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100%

Accuracy rate

70%

Faster publishing turnaround time

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3x

faster publishing times

#1

Ranked for excellence in digital communications

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30+

New retail leads per week

150+

decrease in turnaround time

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CRM Data Migration and Ongoing Maintenance Support to a European Investment Bank
What we are proud of

40%

Cost savings

150+

more client-facing time

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20%

increased traffic

12/Hrs

of campaign execution lead-time reduction

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20%

reduced page load time

Increase

Increases

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95%

accuracy in tracked data

27%

increase in customer retention

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US-based boutique asset manager with a presence in Europe, Asia and South America
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3x

faster time to deployment

50+

page templates revamped

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Enable rapidly penetrate target customers

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Formulated a staggered launch strategy

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Procurement support to enter Nigeria
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Evaluated ease of market entry

Assessed opportunity relating to raw material sourcing

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Identified the most attractive patient pool

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Market feasibility and competitive landscaping in consumer healthcare
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Competitive benchmarking and performance gap analysis
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Assessment of GCC pharmaceutical market
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Analysed potential for entry into the GCC pharmaceutical market

Helped client understand socio-economic and health policies in GCC countries

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Supporting business functions of a leading veterinary company
What we are proud of

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Provided robust monitoring of detailed and granular data relating to deals and daily activities

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What we are proud of

Analysed healthcare sector to generate key insights related to client’s positioning to face current and future challenges

Analysed healthcare sector to generate key insights related to client’s positioning to face current and future challenges

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Conducted a deep-dive study of key assets and key players

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Market assessment of nutritional products to treat cancers in women
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Identified low-hanging opportunities in terms of products and unmet needs

Created market scenarios based on regulatory approvals, reimbursement and market access

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20K

alerts reviewed

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saved in operating cost

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Compliance support for a PE arm of a large global asset manager
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Reduced the cost by ~50-60%

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Centre of excellence in financial spreading for a top US regional bank
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15-20%

efficiency

13,000+

spreads from Moody’s Risk

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Seismic support to a Greenwich-based asset management firm
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130

Pitchbooks created

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slides migrated

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40%

reduction in cost

100%

adherence to ICC rules

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USD1.5m

in cost savings

20-30%

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12-15%

efficiency, resulting in more volume turned over

>10,000

financial spreads delivered

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800+

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4,000+

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3,000+

Creating models in two years

USD2m

Over in annualised cost savings

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100%

Achieved over increase in the number of deal assessments

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USD250k

Ensured annual cost savings of

50%

Freed up more than of clients’ bandwidth

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20%

reduced turnaround time

100%

process compliance

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99.8%

data accuracy

4x

increase in client-facing time

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40%+

annualised operational cost savings

5x

increase in client interactions

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40%+

annualised operational cost savings

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40%+

annualised operational cost savings

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300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

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USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

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43%

increase in organic growth

44%

increase in quality of leads

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20%

increased coverage to include a larger universe of funds

1,000+

enhanced participation in multi-fund deals

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USD1.1m in annualised cost savings

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Credit research support to a discretionary investment manager with USD28bn in AuM
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2.5x

more credit coverage

USD1m in

estimated annualised cost savings

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Natural language processing (NLP) support for ESG investing to a global asset manager (with USD700bn+ in AuM)
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Algorithms to power NLP engines with overall accuracy of 85% and full ownership of intellectual property

70%+ operational cost savings

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Equity research support to a top 5 global equity hedge fund
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USD1.6m (c. 30%) in estimated annualised cost savings

Providing after-hours support to client analysts based in the US and UK

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API-based access to analyst credit research model data for advanced analytics and visualisation for top-tier European asset manager
What we are proud of

100%

Automation in the publishing of model data

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Risk data, application management and reporting for a consortium of 20 development banks
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100%

automated report generation process

40%

Reduced cost of ca.

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CRO risk data, CECL, analytics and reporting for a US-based bank
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Offered scalable automated solutions

Centralised one data warehouse

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Structured finance issuance database and research for a large Japanese investment bank
What we are proud of

18+

crucial morning hours saved every week

40%

reduction in turnaround time

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FX fair value model using BEER approach
What we are proud of

A stable and robust model to estimate the fair value of FX pairs

Easy access to experts at a fraction of the global cost

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Advertising material review support to a British global asset management group
What we are proud of

4x

more advertising material reviewed

50% reduction

Provided around a in compliance costs

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Consultant database solutions for a Top 30 US-based asset manager
What we are proud of

Top 30

US-based asset manager

1,100+

profiles across 20 databases

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Consultant database solutions for a trillion dollar asset manager
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€1.5tn

leading European asset manager

60%

faster turnaround time

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Reporting solutions for an USD800bn asset manager
What we are proud of

$800bn

lobal asset manager

ca.$1.5m

cost saving in five years

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RFP solutions for a European asset manager
What we are proud of

ca.€700bn

Europe-based asset manager

96%

“completely accurate” first-draft RFPs

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Consultant database solutions for a US specialist asset manager
What we are proud of

99.5%

data quality for mid-sized US specialist asset manager

97%

fill rates by adding 100 new profiles

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DDQ support for a USD700bn asset manager
What we are proud of

$700bn

US-based global asset manager supporting retail clients

2500+

DDQs completed annually

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Presentation and pitchbook support for a Greenwich-based asset manager
What we are proud of

ca.90+%

avg. utilisation

100+

projects successfully delivered

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CRE servicing and underwriting support for a US-based broker/mortgage advisor
What we are proud of

30-40%

cost savings

20-30%

more client-facing time

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Forensic Compliance Support
What we are proud of

To evaluate its forensic process and bring it up to industry standards

Prepare and execute a test inventory

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Best Execution Forensic review for an EMEA Asset Manager
What we are proud of

Review the current reporting processes and suggest improvements

Review the current reporting processes and suggest improvements

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DCM, loan syndication and leveraged finance support to a UK-based bulge-bracket investment bank
What we are proud of

18-20%

more client-facing time

35-40%

productivity gains

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Debt capital markets (DCM) support to a Europe-based mid-size investment bank
What we are proud of

Established a strong relationship

Freed up onshore team’s capacity to handle more-value-adding tasks

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Debt capital markets (DCM) support to a US-based commercial bank
What we are proud of

USD30k annual cost savings per resource

Timely turnaround on regular tasks and flexibility to handle urgent work

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Debt capital markets (DCM) and rating advisory support to a Singapore-based commercial bank
What we are proud of

15%

more client-facing time, with 3-FTE support

USD30k

annual cost savings per headcount

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Capital markets support to a Middle East-based bank
What we are proud of

Enabled more focus on clients and investors

Provided real-time support through virtual desktop infrastructure (VDI)

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Credit markets support to a UK-headquartered global bank
What we are proud of

18-20%

more client-facing time

35-40%

productivity gains

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Debt Capital Markets (DCM) support to a UK-based European bank
What we are proud of

Faster turnaround time, with increased accuracy

More capacity for core functions

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Industry and competition research for a Fortune 20 technology firm
What we are proud of

40-50%

cost savings through offshore support

10-12%

more time for core strategy and planning work

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Corporate development support for the autonomous mobility unit of a Fortune 10 tech conglomerate
What we are proud of

30-35%

Better economics and coverage – saved through offshore support

2,200+

hours of research support for the Corporate Development and Product teams

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Industry and competition research for a digital gaming startup
What we are proud of

USD75m+

Impactful research on investors and funding opportunities – funding secured since engagement initiation

15-20%

Provided additional bandwidth to client teams, leading to faster delivery of critical strategy projects

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Competitor benchmarking and performance gap analysis for a leading European medical device player
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Identified opportunities for expansion and plausible revenue streams

Identified potential geographies and activation levers from competitors

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Opportunity assessment and market attractiveness for one of the top 10 pharmaceutical major
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Benchmarked therapeutic areas with high clinical and market potential

Developed potential market scenarios based on client needs

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Assessing viability of entering the NSCLC market
What we are proud of

Evaluated unmet needs to identify potential entry points

Conducted a deep-dive study of key assets and key players

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Supplier assessment and industry benchmarking for a global top 10 pharmaceutical company
What we are proud of

Optimised vendor-associated costs across geographies

Identified billing arrangements across law firms

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Assessment of GCC pharmaceutical market for a global European pharma major
What we are proud of

Analysed potential for entry into the GCC pharmaceutical market

Assessed possible market drivers and barriers to entry

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Product launch strategy for European biopharmaceutical company
What we are proud of

Identified geographical concentration of demand

Designed optimal distribution channel configuration

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Research on a multiple sclerosis drug with help from global neurologists
What we are proud of

Assessed the target market size, key competitors and current pricing range

Enabled the client to take informed decisions thereby increasing market penetration

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Patient treatment pathway analysis for venom allergies
What we are proud of

Increased customer/patient satisfaction and conversion rate

Gained a better understanding of stakeholders’ and patients’ behaviour along the pathway

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Transition support – from on-premise to the cloud – for an ERP solutions provider
What we are proud of

20-25%

operational efficiencies achieved

30-35%

lower cost than onshore consulting support

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Data operations and portfolio management support to global fund of funds client
What we are proud of

Faster turnaround, with improved efficiency

Cost optimisation and revenue maximisation

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Corporate strategy and M&A support on downstream oil & gas transactions
What we are proud of

Multi-layered support across finance and strategy initiatives

5-6 transactions executed across various segments and geographies

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Market entry strategy for a leading global NBFC entering the Indian market
What we are proud of

Developed a roadmap to grow the two ‘Grow’ sectors in phases – identifying key agencies for partners and major hubs

Recommended a way forward by identifying a potential partner after an in-depth buy/build/partner’ analysis

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Market entry assessment for a leading remittance and payments services provider
What we are proud of

Helped the client expand service offerings and geographical reach

Helped identify KPIs and success factors to act as inputs for strategy formulation

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Engagement with a global telecom giant to shortlist potential targets for partnership
What we are proud of

Support in shortlisting potential targets

Suggested a partner identification framework

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Supported a leading telematics player with its corporate development initiatives in the US and Europe
What we are proud of

~10%

savings on corporate development budget

360º

support provided to client with tight integration with their operating model

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Assisted an European ERP solutions provider transition from on-premise to the cloud model
What we are proud of

25-30%

Improved operational efficiency by implementing best practices

Key gap identification and possible solutions

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Retail lending support to a large US-based commercial bank
What we are proud of

35%

Able to underwrite c.35% more deals

30%

Reduction in turnaround time for new deals

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ESG support for capital market division of a London based global investment bank
What we are proud of

20%

Saving of time of senior bankers

18-20%

more client-facing time

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Data transformation support for a leading fund of funds client
What we are proud of

35%

faster turnaround time

60%

Freed of bandwidth

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Marketing literature review support for a hedge fund with offices in the US and the UK
What we are proud of

100%

Met deadlines

35%

reduction in compliance costs

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Performance improvement for a global NBFC in India
What we are proud of

20%

Unlocked growth of by streamlining focus and developing a growth plan

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Revenue enhancement for one of the world’s largest risk databases
What we are proud of

15%

revenue growth in 2 years

USD2m

market opportunity tapped

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Market entry strategy for a prominent Middle-Eastern money transfer and payments provider
What we are proud of

25-30%

cost savings

10-12%

more time for core strategy

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