Delivering scalable support across lending and investment banking to enable global growth and operational excellence
Challenges
A leading international banking group was undergoing rapid global expansion, with a strategic focus on diversifying beyond traditional banking into asset management and driving digital innovation. As the organisation scaled, it faced mounting pressure to maintain high-quality delivery across lending and investment banking functions while managing cost and complexity across multiple geographies.
The bank needed a partner that could provide consistent, high-impact support across departments in the United States, Latin America and EMEA. The challenge was not just operational; it was strategic. The goal was to elevate internal capabilities, reduce turnaround times and free onshore teams to focus on client engagement and decision-making.
Our Solution
We deployed a high-performing offshore team that scaled from 8 to over 100 FTEs in under three years. Our support spanned 16 departments across lending and investment banking, including financial spreading, credit reviews, investor profiling, compliance reporting and presentation development. Acuity delivered skilled talent and tech support cost-effectively, which the bank could not achieve independently.
We introduced best practices tailored to sector and product groups, enabling standardised outputs across corporate and project finance, fund finance and M&A advisory. Our team also supported ESG dashboards, quarterly earnings summaries and credit alarms, bringing insight and consistency to critical workflows.
To support the bank’s digital transformation agenda, we consolidated analytics and reporting into a centralised model, enabling real-time visibility and strategic control. Our flexible staffing model allowed the client to respond quickly to changing business needs while maintaining continuity and quality.
The Impact
- Fifteen million in annual savings through offshore talent deployment
- Twenty to twenty-five percent time savings across lending and investment banking workflows
- Team growth from 8 to 101 FTEs supporting 16 departments across three regions
- Strategic bandwidth released for onshore teams to focus on client engagement and decision-making
- Technology-led transformation through automation and dashboarding initiatives
- Strong internal sponsorship from the Chief Operating Officer and senior stakeholders across business units
Connect with Us
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