US based mid-sized investment bank

  • $2.0m

    annual cost savings for overall enterprise client

  • Over 38,000

    hours of work delivered

  • Consistent

    high client satisfaction score of 4.5+ out of 5

  • Supporting the Public Finance domain for regional US based Corporate and Investment Bank
    • Operating as a part of large enterprise client
  • Key challenges faced by the bankers:
    • Inadequate client facing time for the onshore bankers for market penetration
    • Higher cost and lack of training bandwidth for new hires onshore
  • Dedicated support structure support solution extended for the onshore team
    • Flexible and temporary staffing to cater any sporadic higher volumes
  • Fully productive from day 1, delivering client-ready deliverables, with hands-on experience in high-end tasks
  • Supporting on bond issuances and underwriting practices
  • Extending support on higher complexity assignments including bond pricing, refunding model, rating analysis, among others
  • Assumed complete ownership of various weekly municipal market updates, marketing materials and newsletters for prospecting activities
  • Regular governance calls and staffing calls to understand the feedback and identify new areas of support


  • Strategically aligned teams to support across various onshore offices and groups
  • Achieved process efficiencies, reduced time to market and focused on strategic aspects, resulting in enhanced win rates
  • Supported on live transaction by associate(s) travelling onshore to support real time
  • Increased capacity for analytical work and deeper analysis
  • More time for meeting clients and prospecting activities
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What we have done

US based public finance focused investment bank
What we are proud of

Increased bandwidth

for deal execution and client meetings

~ 1,500

hours of work delivered