Who We Are
Acuity Knowledge Partners works with global banks and advisory firms, offering tailored support across the banking value chain – including front-, middle- and back-office support. This encompasses all facets of banking – from advisory, credit analysis and equity research to loan origination and portfolio monitoring. Our commercial banking solutions are designed to meet the specific needs of each client.
We deliver specialised solutions that streamline operations, manage risks and enhance decision-making. Our expertise in optimising processes, ensuring compliance and driving growth empowers banks to stay competitive in a rapidly evolving financial landscape. Combining deep industry knowledge with innovative technology, we help banks and advisory firms improve efficiency and achieve their strategic goals across functions.
Key Highlights in Numbers
220+
Clients (investment banks + corporate and commercial banks + advisory firms)
3,000+
Subject-matter experts in the banking division
23+
Years of experience in serving banks across the globe
50-80%
Cost savings on standard workflows
8 of the top 10
Corporate & investment banks
Industry Shifts Redefining the Banking Landscape
Keeping pace with technology and innovation
Partnering with an offshoring partner enables investment banks to leverage advanced and emerging technologies and innovative solutions, with a focus on their banking business. Reputed offshoring partners offer multiple automation and efficiency tools, including bulk data extraction tools and workflow management platforms.
Increased employee bandwidth
With increased workflow and business opportunities, banks are forced to deal with strained employee bandwidth. More and more investment banks are facing challenges in terms of attracting and retaining the right talent due to intense competition from other sectors. In such scenarios, offshoring firms help them gain access to a large pool of global talent at a fraction of the cost.
Higher levels of employee morale and lower attrition
Banks are increasingly turning to offshoring partners to keep junior bankers motivated, giving them more time to engage in value-added tasks while the offshoring partner handles tedious and less-critical tasks. This ultimately results in higher levels of employee morale and lower attrition.
Offshoring models to reduce cost and improve margins
Banks are increasingly turning to reliable offshoring partners to reduce operational costs and improve margins, enabling them to focus on core activities and strategic decision-making. Banks previously offshored non-core functions or lower complexity tasks but are now steadily increasing their reliance on offshoring partners.
Our Service Offerings
M&A & Advisory
The full suite of M&A services to investment banks and boutique advisory firms, offering end-to-end research and analytics support from deal origination to execution
Learn MoreLending Services
Tailored corporate and commercial lending solutions blending credit expertise, industry-leading practices and cutting-edge technology
Learn More- Support across Loan Books
- Services across the Lending Value Chain
Capital Markets and Lending / Financing Solutions
Empowering banks with comprehensive offshore services for efficient lending and financing
Learn MoreGlobal Markets Operations
End-to-end support across the global market function including trade desk research, prime brokerage and custodian operations, trade operations, loan operations, treasury and cash management, and product control and reporting
Learn MoreInvesting Activities
Bespoke research and analytics powered by fundamental research and analysis, and technology-driven insights for primary financing activities
Learn MoreSpecialised Support
Enhancing efficiencies with our critical support functions including treasury and cash management, presentations and graphics, library functions, paralegal services and middle-office and back-office support
Learn MoreSell-side Research Support
Customised and tech-powered research solutions for operational agility and a competitive edge.
Learn MoreOur Perspective
Outsourcing as a strategic channel to scale and achieve efficiencies
Impact of interest rate cut on the banking sector
The Dealmakers Insight – Investment Banking Survey 2024
Boosting technology spends for new-age deal sourcing by investment banks and advisory firms
Automation in Credit Risk Monitoring
New Trends and Opportunities in SME Lending
MiFID II rollback – opportunities in the new regulatory landscape
The rise of NAV lending – unlocking liquidity for investors
Fixed Income Outlook 2024
Enhanced loan operations in banking
Implementing a successful offshoring programme for lenders and other CRE players
2024 Sustainable Finance: Key Regulations and Emerging Trends
Data and Technology
Services (DTS)
delivering contextual digital solutions and insights to banking
The asset management industry is presently faced with several technological challenges as it adapts to a rapidly changing landscape. Navigating these challenges requires a strategic approach and a willingness to embrace change and innovation. Some of the challenges common to the industry are:
Investment Banking and Advisory
- M&A
- ECM
- DCM
- M&A analytics platform powered by internal and market data sets to ensure AI readiness, derive insights at scale, replicable across group
- ECM analytics to predict investor participation and demand for equity offerings
- Process automation and platform implementation for IB workflow
Global Markets
- Pre-Trade
- Execution
- Post-Trade
- Research
- Unique insights from predictive analytics by leveraging alternative data and proprietary data to differentiate equity research
- Platform reengineering of fixed income trading group for RFQ management
- Bespoke application development and deployment for research, trade, operations, and risk functions
Lending Services
- Origination
- Underwriting
- Lending Operations
- Monitoring
- Enhanced credit governance by leveraging robust data centralization and intuitive BI dashboards
- Improved portfolio monitoring by bespoke and automated digital solutions
- Data modernization to integrate market data sources and platforms for efficient loan management systems
Technology Offering for Banking Clients
Key Differentiators
Domain-centric solutions
3,000+ subject-matter experts working closely with 220+ banking clients across geographies including the US, Europe, the Middle East, Asia and Australia
Flexible engagement models
Customised coverage for clients including weekend support, extended-hours coverage and multilingual support
Strong automation capabilities
Diverse capabilities in developing and implementing bespoke banking solutions and cutting-edge technology to improve efficiency and turnaround time for banking clients.
Success Stories
What we are proud of
USD12m
in annual savings
USD80bn-
worth loan portfolio monitored
Portfolio monitoring and underwriting support for a US-based commercial bank
Read more
What we are proud of
USD12m
cost savings and growing
20-25%
faster turnaround time
Transformation partner of a top 10 Europe-based commercial bank
Read more
What we are proud of
$15-18 M
annualized cost savings
15%
technology-driven efficiencies
Equity Research for a Europe Based Investment Bank
Read more
What we are proud of
$500m
in cost savings since 2003
30%
reduction in turnaround time for standard pitch books through automation
IB Analytics for a Europe Based Investment Bank
Read more
What we are proud of
>95,000
projects delivered
>$6m
annual savings on headcount
Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
Read more
What Our Customers Say About Us
The structure of the workshop was geared to empower participants at the workplace, with real-life case studies and do-it-yourself analysis of such scenarios. What I enjoyed the most was the one-on-one assistance provided to participants on account of the presence of as many trainers. Back at the workplace, I now have improved my skills in creating better forecasts, generating competent valuations, and being more convincing in the way I present my arguments in support of the same. I would recommend the this program to all those who wish to be ‘world class’ in the investment profession.
Deshan Pushparajah
Financial Analyst, Capital Alliance Holdings Ltd.
The program on ‘Financial Modeling, Equity Valuation, and Investment Note Writing’ conducted by Centre of Learning, Colombo was very comprehensive and provided hands-on training in all the aspects of the valuation process as well as in writing a strong investment thesis. The key learning points were emphasized time and again with numerous case studies, group and individual exercises, and participants were given individual attention by a committed panel of trainers. I would recommend the program to anyone responsible for investment research and valuations as part of their job profiles
Jeyamehala Haridas
Senior Manager Investments , Union Assurance PLC
The quality and depth of analysis provided is extremely good and adds significant value to the CPM and wider FIC businesses. It’s much appreciated and we will certainly look to get your insights on a number of other exposures that are part of the CPM portfolio.
Head, XVA and Regulatory Capital Trading
Top German Bank
Team – Thanks a lot for your hard work on the stress test. The results were presented to the CEO and the senior management of the bank today, and everyone complemented the efforts and content.
Head of Asset Management
French CIB
We are very impressed with the quality and depth of this report, and it was straight sanction without any queries. For a new to bank deal at this loan size that is incredibly rare, and I want to thank you for your efforts here. The interest-only element could have been a challenge, but the Credit Risk team felt the reason had been explained fully and so was happy to support.
Managing Director, US Leveraged Lending
Bulge-bracket Bank
Awards/Recognitions
Acuity Knowledge Partners Wins Prestigious 2024 European Credit Award for ‘Portfolio Management System of the Year’
View more
Global BankTech Awards 2024: Best Data Analytics Provider to SME Banks
Best Performing Company 2024 – Business Process Outsourcing
iF DESIGN AWARD 2024 Service Design Category
AI in Private banking: Hyper-personalization and democratization of ad..
AI in Private banking: Hyper-personalization and democratization of ad..
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