Suite of powerful automation tools for investment bankers

Proprietary toolkit that enhances the productivity of investment banking professionals by using cutting-edge technology to handle time-consuming day-to-day investment banking tasks and processes.

CONNECT WITH AN EXPERT

In this digital era, tech integration has become a strategic business imperative for investment banks seeking to innovate and move fast. Tech is a competitive differentiator that facilitates enhancement of service quality and enables cost-effective growth.Many banks are in the process of elevating the role of junior bankers – frommere data collection, numbercrunching, formatting and other basic tasks to holistic skills including creative thinking, client management and deal execution. Investment banks expect a particular technology not only to free up a banker’s time and reduce costs and time to market, but also to augment the banker’sability to work on new ideas.

With nearly two decades of experience in supporting global investment banks across their value chains, we understand the key challenges they face and have built our proprietary automation tools to deliver real efficiency and cost benefits for our clients.

Benefits and impact

Over 80% of time saved in the credential/tombstone process

Up to 50% of costs savedin filing subscriptions through a central platform

Reduction in duplication of work, through the BEATFlow centralised repository

Greater consistency and accuracy of data and credentials across marketing collateral

Efficient coordination and collaboration across regions and teams

Our offerings

TombstoneHub: Cloud-based SaaS application to create and update credential slides instantly

Tap to flip

TombstoneHub Features

  • Web-based platform – Easy to use SaaS platform with individual user authentication

  • Centralised data – Collates and centralises deal data on a single platform by importing data from Excel/PowerPoint or integrating with SQL databases or other applications such as Salesforce

  • Centralised data – Collates and centralises deal data on a single platform by importing data from Excel/PowerPoint or integrating with SQL databases or other applications such as Salesforce

  • Custom filters – Ability to build customized deal lists through multiple filter options

  • Template-agnostic solution – Creates formatted and organised tombstones in any template, through dynamic customisation functionality

FilingsHub: Download and view company filings for multiple countries on a single platform

Tap to flip

FilingsHub Features

  • Access real-time filings: View/download company filings (up to 50 companies at a time) in real time

  • Broad country coverage: Get regulatory filings for multiple countries via a single platform – US, UK, Canada, Japan and more

  • Simple search criteria: Search by company name, filing type or period

  • Bulk download: Quickly download a large number of filings in one click

  • Filing alerts: Get real-time email notifications for subscribed companies/filings

ProfileHub: A centralised repository for company profiles, with automated publication of one page and strip profiles in your company’s templates

Tap to flip

ProfileHub Features

  • Profile repository: Searchable repository with companies organized by sector, region etc.

  • Template repository:Publish profiles in multiple templates and layouts

  • Customisation: Build suitable profile layouts on the go

  • Automated logo downloads

BEATFlow: A workflow management platform with a centralised knowledge repository

Tap to flip

BEATFlow Features

  • Workflow Management – End-to-end customized project workflow with audit trail of all key actions, enables live project tracking and seamless management across global teams

  • Project Management – Efforts management, capacity planning, and automated forecast of team utilization

  • Centralized Knowledge Repository – Smart search and filters

  • Access control – Role based access provisioning and Chinese walls

  • Collaboration – Sharing feedback, conducting reviews, and holding discussions with teams

  • Dashboard and Reporting – Dynamic and role-based reporting

Thank you for sharing your details

Share this on