-
Increased bandwidth
for deal execution and client meetings
-
~ 1,500
hours of work delivered
-
Consistent
high client satisfaction score of 4.9+ out of 5
CLIENT CHALLENGES
- Supporting the Public Finance domain for regional US based Financial Service firm
- Key challenges faced by the bankers:
- Need more client facing bandwidth to the onshore bankers for new market penetration
- Top heavy with less junior bankers to support on task execution and needed capacity for RFP support
- Inadequate onshore staffing on Bond Election process, limiting the scope to reach out to more prospecting clients
OUR APPROACH
- Set up an offshore team with varied skill sets to support Public (Muni) Finance support functions
- Drafting the responses to various proposals and supporting on bond issuances & underwriting activities
- Extending support on prospecting activities including bond and district election process, and reseach on counties and cities for Capital Improvement Plan (CIP)
- Providing support on live deals, including pre- and post-mandate stages
- Regular governance calls between stake holders for smooth delivery support
- BEAT tool implementation for robust workflow management Public finance advisory outsourcing
IMPACT DELIVERED
- Helped in accelerating the pitching and prospecting activities, increased bandwidth for more client meetings
- Automation initiatives for process improvement in certain tasks
- Extending stable overnight support
- Cost effective staffing solutions
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