US based public finance focused investment bank

  • Increased bandwidth

    for deal execution and client meetings

  • ~ 1,500

    hours of work delivered

  • Consistent

    high client satisfaction score of 4.9+ out of 5

  • Supporting the Public Finance domain for regional US based Financial Service firm
  • Key challenges faced by the bankers:
    • Need more client facing bandwidth to the onshore bankers for new market penetration
    • Top heavy with less junior bankers to support on task execution and needed capacity for RFP support
    • Inadequate onshore staffing on Bond Election process, limiting the scope to reach out to more prospecting clients
  • Set up an offshore team with varied skill sets to support Public (Muni) Finance support functions
  • Drafting the responses to various proposals and supporting on bond issuances & underwriting activities
  • Extending support on prospecting activities including bond and district election process, and reseach on counties and cities for Capital Improvement Plan (CIP)
  • Providing support on live deals, including pre- and post-mandate stages
  • Regular governance calls between stake holders for smooth delivery support
  • BEAT tool implementation for robust workflow management


  • Helped in accelerating the pitching and prospecting activities, increased bandwidth for more client meetings
  • Automation initiatives for process improvement in certain tasks
  • Extending stable overnight support
  • Cost effective staffing solutions
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What we have done

US based mid-sized investment bank
What we are proud of


annual cost savings for overall enterprise client


hours of work delivered