Credit review support to the global markets division of a large US CIB

  • USD500k

    in annual cost saving

  • 7

    sectors covered

  • 40%

    reduction in onshore team’s workload


Client Challenges

  • The client wanted Acuity’s support in conducting interim and annual credit reviews on companies from diverse sectors.

Our Approach

  • Started working on virtual machines with access to all client tools and applications
  • Conducted knowledge-sharing sessions for the Acuity team, providing details on workflows
  • Successfully transitioned work from the onshore to Acuity within a short period of time
  • Gained access to the client’s proprietary credit underwriting and monitoring application
  • Compiled mutually agreed KPIs and SLAs, in line with the client’s systems and processes
  • Scheduled regular governance calls to ensure all senior stakeholders were involved in the process

Value Delivered

  • High-quality credit reviews within a short period of time
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