Enhancing Efficiency: Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank

CLIENT CHALLENGES

The client is a mid-size bank with a focus on Asia. Acuity Knowledge Partners provides diversified support to their investment banking division with integrated IB Analytics and Business Information Service (BIS) teams
The client was looking for a comprehensive offshore platform to support their IB teams in multiple geographies
Acuity Knowledge Partners started supporting the client’s IB team with IB analytics in 2007 and built a wide geographic and product coverage. The highly successful IB analytics partnership led to the establishment of the BIS team in 2010
While the BIS service has resulted in cost savings through market data source (MDS) rationalization, the integration of IB and BIS brings high value-add to the client teams and enables them focus on revenue generating activities

Evolved the pool team set-up of the IB Analytics team to an integrated geographic alignment, supported by a global BIS team
Created niche product specialist teams
Provided specialized IB services, including leveraged finance, capital markets, loan syndications, project finance, ratings advisory, and securitization
Wider geographic coverage of the client teams was enhanced by providing Mandarin language support to bankers
Provided comprehensive origination and coverage support, enabling bankers to focus on deal execution

Reduced turnaround times for analytics requests requiring BIS support through integrated IB analytics and BIS model
Created centralized repository of documents, enabling reusability of research resulting in significant time and cost savings
Standardized templates for recurring tasks, resulting in shorter turnaround times
Saved costs through centralization and rationalization of MDS
Provided high-quality insights and value-added support through specialist teams

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