-
90%+
Team Utilisation Since Inception
-
200+
Daily Requests Resolved
-
800+
Bankers Served
-
700+
Reports Created per Week
CLIENT CHALLENGES
- The relationship started in May 2018. Currently 12 FTEs support the Investment Banking teams and 8 FTEs support the Investment Research teams
- Support to Investment Banking team on expense report creation, management and reporting, tracking of sales, trading and research budgets, monitoring of special analyst requests, and expense and invoice approval
- Coverage beyond normal working hours, covering EST and CST schedules
OUR SOLUTION
- Management of daily entitlement requests in CRM system and maintenance of contact information and research preferences
- Tracking of T&E budgets to help meet yearly goals and timely creation and approval of expense reports and invoices
- Creation of monthly spending reports for all analysts, with information on expense types, amounts and accounts covered, and validation of requests with representatives and various sources to ensure accuracy of data provided
- Review and approval of incoming expenses for expense reports and invoices and preparation of reports using data from system
KEY BENEFITS
- Decrease in duplicates and accuracy in contact information, as well as reduction in travel and entertainment spending YoY for individuals and teams
- Shortened average submission-approval-payment cycle
- Cheaper centralised outsourced function for client
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