Who we are

Who we are

Acuity Knowledge Partners partners with global banks, offering tailored support across the entire banking value chain — including support across front, middle, and back office. Our support encompasses all facets of banking from advisory, credit analysis, and equity research to loan origination and portfolio monitoring.

Acuity delivers specialized solutions that streamline operations, manage risks, and enhance decision-making. Our expertise in optimizing processes, ensuring compliance, and driving growth empowers banks to stay competitive in a rapidly evolving financial landscape. Combining deep industry knowledge with innovative technology, Acuity helps banks improve efficiency and achieve their strategic goals across all functions of the business.

Industry shifts redefining the banking landscape

1

Offshoring models to reduce cost and improve margins

Banks are increasingly turning to reliable offshoring partners to reduce operational costs and improve margins, allowing them to focus on core activities and strategic decision-making. Banks have been previously offshoring non-core functions, or lower complexity tasks, however, with time, these banks have steadily increased their reliance on offshoring partners.

2

Higher levels of employee morale and lower attrition

Banks are increasingly turning to offshoring partners to keep junior bankers motivated, allowing them more time to engage in value-added tasks, with tedious and less critical tasks being taken care of by offshoring partners. This ultimately results in higher levels of employee morale and lower attrition.

3

Improved 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 immense competition from other industries. In such scenarios, offshoring firms help them gain access to a large pool of global talent at a fraction of the cost.

4

Keeping pace with technology & 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, workflow management platforms, etc.

Our banking footprints at a glance

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220+

clients (investment banks + corporate and commercial banks)

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3,000+

SMEs in the banking division

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20+

years of experience serving banks across the globe

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50-80%

cost savings on standard workflows

Who we serve

Investment Banks & Advisory firms

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Investment Banks & Advisory firms

Corporate & Commercial Banks

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Corporate & Commercial Banks

Retail/Consumer Banks

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Retail/Consumer Banks

Private Banks and Wealth Management

Private Banks and Wealth Management

Trending in Banking

Outsourcing as a strategic channel to scale and achieve efficiencies

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Impact of interest rate cut on the banking sector

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The Dealmakers Insight – Investment Banking Survey 2024

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Boosting technology spends for new-age deal sourcing by investment banks and advisory firms

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Automation in Credit Risk Monitoring

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New Trends and Opportunities in SME Lending

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MiFID II rollback – opportunities in the new regulatory landscape

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The rise of NAV lending – unlocking liquidity for investors

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Fixed Income Outlook 2024

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Enhanced loan operations in banking

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Implementing a successful offshoring programme for lenders and other CRE players

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2024 Sustainable Finance: Key Regulations and Emerging Trends

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Our Service Offerings

Icon Global markets / Research

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Icon Investing Activities

Our approach to Embracing Technology Responsibly

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:

Approach
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Integration with and transitioning from legacy systems.

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Regulatory and compliance related issues

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Data management and utilization

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Digital 
transformation

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Cost and 
competitive 
pressures

Technology offering for banking clients

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Credit Pulse - AI-based Credit Report 
Writing

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CovenantPulse -
Automated Covenant Monitoring

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TombstoneHub - 
Automated IB Credentials

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FilingsHub - 
Access SEC & Global Filings

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ProfilesHub - Automate Company Profiles

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Spotlight on Banking

Domain centric solutions

3,000+ subject matter experts working closely with 220+ banking clients across geographies including US, Europe, Middle East, Asia and Australia

Flexible engagement models

Customized coverage for clients including weekend support, extended hours coverage and multilingual support

Strong Automation capabilities

Diverse capabilities in developing and implementing cutting-edge technology solutions to improve efficiency and turnaround time for banking clients

Success Stories

Portfolio Monitoring for a US-based Global PE Firm

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What we are proud of

100%

Accuracy with par-level TATs

>85%

bandwidth increase for the on-shore team

Case study

Transformation partner of a top 10 Europe-based commercial bank

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What we are proud of

USD12m

cost savings and growing

20-25%

faster turnaround time

Case study

Equity Research for a Europe Based Investment Bank

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What we are proud of

$15-18 M

annualized cost savings

15%

technology-driven efficiencies

Case study

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.

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

Awards/Recognitions

Acuity Knowledge Partners Wins Prestigious 2024 European Credit Award for ‘Portfolio Management System of the Year’

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Badge

Best CSR Project of the Year - 2024 (Digital Education)

Private Equity Wire European Credit Awards 2024

Private Equity Wire US Credit Awards 2024: Middle Office Services of the Year

Best Performing Company 2024 – Business Process Outsourcing

In the News

Middle East Insurance Review
Boosting impact investment for insurers in MENA
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Structured Credit Investor
Interest returning to CRE market as conditions improve
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INSIGHTS
Regulating the lenders: RBI’s focus on fair and transparent lending
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