-
USD1m
of annual cost savings
-
c.40%
increase in onshore bandwidth
-
Established
robust monitoring process
-
c.32%
productivity gains
CLIENT CHALLENGES
- High volume and limited onshore bandwidth
- Expensive resources (onshore)
- Unavailability of talent pool with cross-sector expertise
- Challenges in meeting compliance deadlines
OUR APPROACH
- Kicked off with a six-member FTE team with cross-sector expertise
- The team acted as an extension of the onshore credit research team and was aligned with the client’s team of tax-exempt Munis and taxable credits
- Defined a workflow process process after a review and re-engineering of critical processes
- Followed best practices with a robust quality control process and continuous feedback mechanism
- Set priorities on initiations and initiated regular monitoring to meet compliance and regulatory requirements
IMPACT DELIVERED
- Leveraged the time zone difference to support new issuance reviews
- Achieved a sharp improvement in coverage and periodic monitoring of issuers
- Our solution not only released onshore bandwidth but also helped institutionalise a robust monitoring process
- Given the impact and value provided by Acuity, the client expanded the team size to nine FTEs within a year of kick-off
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