Our approach
We combine analytical rigor with process expertise, helping specialist advisory firms improve operational efficiency and grow revenue. We have over a dozen years of experience partnering with our clients to implement customized solutions by leveraging industry best practices, technology automation and our global pool of subject matter experts.
Support We Offer
Support we offer
Technology enabled Solutions for Commercial Banks
Automate the creation of fully formatted credential slides in any template instantly....
Centralized downloads of real-time company filings on a single platform (US, UK, Canada, Japan and more)....
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algori....
How we are different
Industry pioneers in Investment Banking Analytics with over 15 years’ experience working with leading investment banks and advisory firms
Extensive expertise meeting front-office needs of over 70 clients, including global bulge-bracket banks, mid-market banks, regional banks, and boutique advisory firms
Customized coverage for clients including weekend support, extended hours coverage, and language support
Support services to help Compliance teams at investment banks rigorously monitor their controls and enable them to meet strict regulatory requirements at a reduced cost of compliance
Diverse capabilities in developing and implementing cutting-edge technology solutions to improve efficiency and turnaround time on a wide variety of investment banking tasks
Business Information Services and presentation and graphics support, creating a comprehensive offering for investment bankers
What we have done
ESG support for capital market division of a London based global investment bank
What we are proud of
20%
Saving of time of senior bankers
18-20%
more client-facing time
Financial spreading support to a top Canadian bank
What we are proud of
USD 6mn
in cost savings and growing
27%
efficiency, resulting in more volume delivered
End-to-end support on M&A and financial restructuring transactions for a boutique advisory firm
What we are proud of
10
years of partnership
80+
bankers served in US and UK offices
Investment banking analytics, library services and presentation support for an Independent restructuring and advisory firm
What we are proud of
15,000+
projects delivered
4.9/5
High customer satisfaction score
US-based private, independent boutique advisory firm
What we are proud of
24 IB and 3 BIS FTEs
Around 10,000 high-quality projects turned around
Rating advisory for Singapore-based, Asia-focused commercial bank
What we are proud of
Covered debut/existing issuers across 10+ sectors
Timely turnaround on urgent requests
Loan syndication support for a global investment bank
What we are proud of
Saved over USD 1m and over 42,000 hours of work
Provided support for over USD 15bn worth of syndicated loans
Strategic research for a global commercial bank
What we are proud of
Bespoke solutions for strategy and group corporate development
Competitive intelligence and benchmarking for the banking sector
IB Analytics for a Europe Based Investment Bank
What we are proud of
$500m
in cost savings since 2003
30%
reduction in turnaround time for standard pitch books through automation
Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of
>95,000
projects delivered
>$6m
annualized savings per annum
Business Information Services for Asia-focused Mid-Size Investment Bank
What we are proud of
>57,000
projects delivered
~$2m
per annum savings on MDS cost savings p.a
Structured finance research and analytics support to a global investment bank
What we are proud of
$20 bn+
new issuance structuring support
5,000+
projects handled every year
US-based Commercial Bank
What we are proud of
$6m
in savings
18-20%
more client facing time
Equity Research for a Europe Based Investment Bank
What we are proud of
$15-18 M
annualized cost savings
15%
technology-driven efficiencies
Our perspective on Specialist Advisory Firms
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