Client Case Study
Client Segments
Solutions
Contract Tagging and Repository Management to a US Private Equity Firm
Key Highlight
500+
Contracts abstracted and summarized in a month
5+
new fields suggested to be added in tool
Subscription Agreement and DocuSign Support to a US Private Equity Firm
Key Highlight
300+
Subscription agreements reviewed for unique clauses
300+
Side letters to be drafted for individual investors
High-frequency pre-trading platform for a global bank’s software engineering and technology team
Key Highlight
USD1m
in annual cost saving
20%
more trade insight generated
Collateral management and documentation support to a US regional bank
Key Highlight
40%
reduction in cost
21,500
cases cleared in 6 months
Pre-post-trade operational support to a large global corporate and investment bank (CIB)
Key Highlight
USD500k
in annual saving
5+
trading platforms supported
Credit review support to the global markets division of a large US CIB
Key Highlight
USD500k
in annual cost saving
7
sectors covered
