Research solution for a European Private Wealth Manager

  • USD5

    million of annual Saving

  • 50%

    faster time to market

  • 50%

    more time to onshore team for value added tasks

CLIENT CHALLENGES

  • The client wanted to increase coverage to 1,200 stocks and 400 issuers
  • The client was looking for a cost-effective solution and wanted to reduce time to market

Our Approach

  • We deployed dedicated team comprising equity and fixed income analysts
  • The team members were aligned as per their sector experience
  • We also deployed the quality control process to ensure error-free, high-quality output

Value Delivered

  • Annual saving of USD5 million
  • 50% reduction in time to market
  • 50% more time for onshore analysts for value-added tasks
Download as PDF
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

Cross-asset research solution for a European Private Wealth Manager
What we are proud of

USD1

million of annual Saving

50% to 60%

productivity gains

50%

more time to onshore team for value added tasks

Read more
Performance and risk reporting support for a UK-based Private Wealth Manager
What we are proud of

USD300k

of annual benefits delivered

20%

more time for revenue generating tasks

20%

more insights generated for internal analysis

Read more
Public finance and taxable credit research support to a large Private Wealth Manager in the US
What we are proud of

USD1.2m

Cost savings since inception

c.35%

Release of onshore bandwidth

25%

Increase in coverage universe

Read more
See All Case Studies