Setting up a client services team for a global asset manager

  • ~98%

    accuracy of reports overall

  • ~USD1.5m

    in the past 5 years

  • ~80%

    bandwidth for the client reporting team

CLIENT CHALLENGES
  • A global asset manager with over USD800bn in AuM required an offshore partner to assume complete responsibility of its client reporting suite across regions
OUR APPROACH
  • Set up a centralized data vault
  • Leveraged Moody’s client report generator to deliver bespoke client reports within a shorter TAT
  • Customized multiple widgets for quick reporting
  • Introduced dual-phase validation to ensure accuracy
  • Handled client queries:
    • Managed client mailbox
    • Maintained a strict ‘within a BD TAT for more than 80% of client requests
IMPACT DELIVERED
  • Sourcing data from multiple locations and manual data updates led to inaccuracies
  • Upheavals in reporting templates and tighter deadlines
  • Attrition within client teams led to service disruption and reduced knowledge retention
  • Lack of access to technology/ automation solutions resulted in unnecessary manual intervention
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What we have done

Letters of Credit document checking support for a top Dutch bank
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Acted as an integral part of the client’s team

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Became an integral part of the client’s Advisory, Market Insights and Product Strategy teams

Compiled crisp, executive-ready decks for the client’s senior staff

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Strategy research support to a leading capital markets solutions provider
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Acted as an integral part of the client’s Research team

Created insightful decks for the client’s senior executives

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Strategy support to a leading online payments platform
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Helped client team stay ahead of the competition by tracking developments

Compiled crisp, executive-ready decks for the client’s senior staff

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Freed up the client’s bandwidth for enterprise-level events

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annualized cost savings

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years of association

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50%

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~10

currency pairs covered for fair value

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50%

cost savings

10+

years of association

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Strategic support to a leading semiconductor manufacturer
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Impact assessment of geopolitical conflicts to predict quarterly revenue for the semiconductor sector

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Strategic support to a data infrastructure platform provider
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Competitor Tracking

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Client Growth: Significant increase in the number of clients due to the use of scalable solutions

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$2.0m

annual cost savings for overall enterprise client

38,000

hours of work delivered

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US based public finance focused investment bank
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Increased bandwidth

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~ 1,500

hours of work delivered

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ESG Support For A Japanese Investment Bank
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20%

Time saving

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European Investment Bank
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Over 1,000+

hours of work delivered

30% to 35%

productivity gains to the onshore legal team

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Support to a US-based global firm in creating an offshore centre of services (COS)
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~20%

increase in efficiency, leading to significantly reduced time to market

~25%

y/y increase in number

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Support to a leading US-based market research agency in conducting an automotive brand awareness survey
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USD10K

saved on research work

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Support to a leading PE firm in analysing opportunity to provide business intelligence and performance management solutions to medium-size and large businesses
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Increased efficiency

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CRM
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40%

cost saving

c.40%

increase in onshore bandwidth

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40%

cost saving

Hassle-free execution

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Near real-time calendar refresh

40%

cost saving

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T&E and invoice processing
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40%

increase in efficiency

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CRM and business intelligence
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40%

cost saving

c.40%

increase in onshore bandwidth

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Content Management Support for the Wealth Management Arm of a Financial Major
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We work as an extension of the client’s wealth management team to meet all content-related requirements

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10,000+

Manages knowledge base of content records

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Corporate actions: Timely processing of events for fixed income investments
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Top 20

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40%

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50,000

priority accounting breaks resolved

40%

client bandwidth saving

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USD2tn+

in AuM; the world’s largest custodian bank, based in the US

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backlog cleared for cash reconciliation breaks

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USD800m+

in AuM

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30%

operational cost savings

40%

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10,000+

assets analysed

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external data pipelines built

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data fields analysed

10

alternative datasets sourced

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100+

funds

6

strategies

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500m+

real-estate property data points

4

websites

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ESG Advisory support to a Japanese Investment Bank
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Provide domain expertise to enable the Corporate Solutions and ESG teams

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Evaluate SBTs for each peer group

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ESG Solutions support to a Spain (HQ) Investment Bank
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Domain expertise in the ESG solutions adding value to the existing ESG team

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Sustainable Finance support to an APAC focused Investment Bank
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Domain expertise in the ESG and Sustainable Finance space

deep dive analysis and specialization for clients, streamlining ESG taxonomy

Identify areas of sustainable financing in emerging markets and Europe

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70%

Support on the total ESG RFP/DDQ volume

2015

Client since

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USD1.5m

annual cost savings

50+

new indices

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Daily index management support to an ETF provider
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50%

cost saving

70%

operational bandwidth saving

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100%

automated solution for data sourcing, processing and addressing manual errors and anomalies

c.40%

cost reduction in TOM by establishing an offshore dedicated team of experts

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15

sectors supported

35+

client analysts served

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200+

companies screened per year

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Credit research support to an APAC trading desk
What we are proud of

3,500

hours of annual support provided

50%

around cost saving achieved

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Portfolio monitoring and valuation support to a Europe-based VC firm
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>4,000

hours of effort delivered

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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Acuity’s insightful assessment of HNWIs’ purchasing behaviour for a leading luxury consulting organization
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$10,000

Cost saving

Enabling a significant improvement in client’s sales

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What we are proud of

40,000+

global respondents reached

2,000+

respondents participated through online survey

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Public finance and credit research support to the investment management arm of a large US-based PE firm
What we are proud of

USD1m

of annual cost savings

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

AUM supported

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What we are proud of

1,000+

issuers

DDQ

Analyze

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Leveraged loan modelling and analysis for a top three UK-based global bank
What we are proud of

1000+

leveraged loans

20-25%

more client-facing time

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Loan Servicing support to a French HQ Bank (US book)
What we are proud of

40-50%

reduction in the request

30%

improvement

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Loan booking and deal trading support to a US Commercial Bank
What we are proud of

25-30%

reduction in the request

40%

reduction in client escalations

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Creative Services for a U.S. Asset Manager
What we are proud of

annualized cost savings

reports generated per annum

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E-mail Marketing Expertise Offered to a New York-based Global Fund Manager
What we are proud of

100%

Email Builds Delivered Monthly

80%

Global Team’s workload secured

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Enhanced Structure of Global Email Distribution for a US-based Asset Manager
What we are proud of

100%

Accuracy Levels

150+

Regions Focused for Distribution

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Streamlining content and procedures to optimize web content and SEO for a global asset manager
What we are proud of

100%

Accuracy rate

70%

Faster publishing turnaround time

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Redesign and content migration across 18 websites for a $300bn US manager
What we are proud of

3x

faster publishing times

#1

Ranked for excellence in digital communications

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Comprehensive Lead Scoring Solution to a Mid-sized Global Asset Manager
What we are proud of

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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Leveraging social media to expand coverage of a Asset Manager’s campaign
What we are proud of

20%

increased traffic

12/Hrs

of campaign execution lead-time reduction

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Auditing Website SEO, Speed and Accessibility Metrics for a global asset manager
What we are proud of

20%

reduced page load time

Increase

Increases

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Analytics Tracking Clean-up and Restructuring for a US-based financial services firm
What we are proud of

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
What we are proud of

3x

faster time to deployment

50+

page templates revamped

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Technology scouting for intra-tumoural drug delivery
What we are proud of

Identified novel technological innovations

Compiled market landscape and competitive intelligence

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Strategic procurement and cost optimisation of pharmaceutical raw materials
What we are proud of

Created pricing matrix

Created pricing matrix Market assessment and supply-chain analysis

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Sales intelligence and origination support
What we are proud of

Provided bespoke value proposition messages

Enable rapidly penetrate target customers

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Support in formulating a product launch and marketing strategy
What we are proud of

Formulated a staggered launch strategy

Designed optimal distribution channel configuration

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Procurement support to enter Nigeria
What we are proud of

Evaluated ease of market entry

Assessed opportunity relating to raw material sourcing

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Patient segmentation and prioritisation
What we are proud of

Identified the most attractive patient pool

Made key strategic recommendations on patient segmentation

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Multi-year Technology and Operations Partnership between Acuity and Global Benchmarks and Investment Management firm
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Market feasibility and competitive landscaping in consumer healthcare
What we are proud of

market attractiveness for Peppermint oil-based products to treat irritable bowel syndrome (IBS

Key opportunities and key activation levers to unlock value

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Drug repurposing and repositioning as LCM strategy for CNS disorders
What we are proud of

Created market scenario and identified low-hanging opportunities

Narrow focus on the selected high-potential indications from the opportunity canvas

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Competitive landscaping and strategic research
What we are proud of

Investment attractiveness of therapeutic area

Market landscape and provided competitive intelligence

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Competitive benchmarking and performance gap analysis
What we are proud of

Identified opportunities for expansion and plausible revenue streams

Identified potential geographies and activation levers from competitors

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Assessment of GCC pharmaceutical market
What we are proud of

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

Identified and analysed new opportunities and growth avenues across the animal health value chain

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

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Risk identification and assessment
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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Pipeline analysis and benchmarking
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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Market assessment of nutritional products to treat cancers in women
What we are proud of

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

USD 150K

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%

Early delivery of activities

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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

6,000+

slides migrated

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LCs examined Trade finance support to a US-based Bank
What we are proud of

40%

reduction in cost

100%

adherence to ICC rules

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What we are proud of

USD1.5m

in cost savings

20-30%

increase in loan volumes managed onshore

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12-15%

efficiency, resulting in more volume turned over

>10,000

financial spreads delivered

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Modelling and screening support to a Swiss asset manager
What we are proud of

800+

Creating models of varying complexity in six months

4,000+

Creating a screening dashboard for issuers in 18 sectors

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Financial modelling support to a global hedge fund
What we are proud of

3,000+

Creating models in two years

USD2m

Over in annualised cost savings

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Investment feasibility support to a US-based investment management client
What we are proud of

100%

Achieved over increase in the number of deal assessments

Ensured better assessment in live deals

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Loan underwriting and financial modelling support for a global investment management firm
What we are proud of

USD250k

Ensured annual cost savings of

50%

Freed up more than of clients’ bandwidth

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What we are proud of

20%

reduced turnaround time

100%

process compliance

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Corporate actions, CLOs and trade operations support to a US-based public fixed income asset manager
What we are proud of

99.8%

data accuracy

4x

increase in client-facing time

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Shadow accounting (direct lending, CLOs, hedge funds, liquidity) support to a Europe-based credit and private debt manager
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

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Pricing and loan valuation support to a leading US-based investment management firm
What we are proud of

40%+

annualised operational cost savings

SPOC for pricing to different pricing vendors

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Trade confirmation and reconciliation support to a leading US-based hedge fund
What we are proud of

40%+

annualised operational cost savings

Time-difference advantage resulted in faster trade settlement

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Fund accounting support to a US-based exchange-traded product (ETP) provider
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

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What we are proud of

Enhanced research coverage with attribution to Acuity

Better leverage for onshore analysts/investment managers

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Cross-asset research solution for a European PWM
What we are proud of

USD5m

Over in savings and deadlines met seamlessly

50%

Over productivity gains; more client-facing time

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Centralised marketing and digital marketing team for a boutique wealth manager
What we are proud of

43%

increase in organic growth

44%

increase in quality of leads

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Support to a global asset manager with USD1tn in AUM across fund strategies
What we are proud of

20%

increased coverage to include a larger universe of funds

1,000+

enhanced participation in multi-fund deals

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Strategic data production partner to a top 3 hedge fund
What we are proud of

USD1.1m in annualised cost savings

Capital markets domain + front-office technology DNA helped create a strong validation framework

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Credit research support to a discretionary investment manager with USD28bn in AuM
What we are proud of

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)
What we are proud of

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
What we are proud of

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

Improved data quality

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Risk data, application management and reporting for a consortium of 20 development banks
What we are proud of

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
What we are proud of

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
What we are proud of

€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
What we are proud of

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
What we are proud of

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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