Client Case Study

Client Segments
Solutions

Cross-asset research solution for a European Private Wealth Manager

Key Highlight

USD1

million of annual Saving

50% to 60%

productivity gains

50%

more time to onshore team for value added tasks

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Performance and risk reporting support for a UK-based Private Wealth Manager

Key Highlight

USD300k

of annual benefits delivered

20%

more time for revenue generating tasks

20%

more insights generated for internal analysis

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Public finance and taxable credit research support to a large Private Wealth Manager in the US

Key Highlight

USD1.2m

Cost savings since inception

c.35%

Release of onshore bandwidth

25%

Increase in coverage universe

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Research solution for a European Private Wealth Manager

Key Highlight

USD5

million of annual Saving

50%

faster time to market

50%

more time to onshore team for value added tasks

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Strategic partner for a Big4 client, supporting their strategy, corporate finance, restructuring and many other teams

Strategic partner for a Big4 client, supporting their strategy, corporate finance, restructuring and many other teams

Key Highlight

20-30%

reduction in project time frame

Central Repository for real-time monitoring

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Restructuring research support across lead generation, standard and advanced analysis

Restructuring research support across lead generation, standard and advanced analysis

Key Highlight

30%

cost savings

400+

Support to consultants across Europe & USA

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