Research Production for a European-based Investment Bank

Brokerages and trading firms partner with Acuity Knowledge Partners to reduce cost per research output, increase operational flexibility, and improve productivity. We help to increase senior analysts’ bandwidth. By having Acuity Knowledge Partners take on 30 – 75% of their coverage initiation and maintenance-related process, in-house teams are able to spend more time with clients, generate additional new ideas, and expand coverage at a faster pace than their competitors

  • 50%

    savings in staffing costs

  • >$1m

    annual savings

  • 30%

    reduced timeto-market

  • 25%

    increased outreach

CLIENT CHALLENGES

  • The client wanted to reduce in-house research production resources and related costs while maintaining quality and service levels It contemplated migration of the entire research production platform to Acuity Knowledge Partners. Tasks proposed to be outsourced included the following:
    • Editing (supervisory analyst sign-off remained onshore)
    • Formatting and printing
    • Publishing and electronic distribution
    • Application administration
    • VBA programming

OUR APPROACH

  • Conducted a whiteboarding session to identify tasks and skillset requirements to appropriately staff the team
  • Kicked off onshore transition process with a five-member team
  • Toll-gated the entire transition process for continuous client monitoring and sign-offs
  • Created documentation to hasten the learning curve and new associate on-boarding
  • Provided strong supervisory oversight for quality assurance

IMPACT DELIVERED

  • Transitioned 15+ roles within 3 months of kick-off
  • Enabled the client to save staffing costs by over 50%
  • Provided operational flexibility and consolidation in one location
  • Achieved seamless transition, meeting strategic objectives and timelines
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