Scaling global support across investment banking, research and data transformation to unlock speed, quality and strategic bandwidth
Challenges
A leading regional banking group was expanding its corporate and investment banking footprint while investing heavily in digital transformation. With growing demands across investment banking, equity research and data services, the firm needed a partner to deliver high-quality support across geographies and functions without increasing operational overhead.
The acquisition of a boutique advisory firm added further complexity, requiring seamless integration and consistent delivery across multiple offices. The bank’s transformation agenda also demanded rapid turnaround, automation and scalable support across front-office and middle-office functions.
Our Solution
We began with targeted support for investment banking coverage and gradually expanded into equity research, trade-desk operations and data science. A key milestone was the delivery of a DTS modernisation project, a strategic initiative to accelerate IT transformation and enable scalable analytics.
Our team delivered:
- Automated regression testing to improve reliability and reduce manual effort
- QA pods to drive quality assurance and reduce rework
- DevOps and front-end development to support digital transformation initiatives
- Pitch deck and presentation support for M and A and capital markets teams
- Business information services to streamline research and analytics
- Integration support for acquired entities, ensuring consistent service across 16 global offices
- We embedded a culture of continuous improvement, leveraging technology and talent to deliver faster, smarter and more scalable solutions
The Impact
- 70 per cent cost savings compared to onshore models
- One-day turnaround for key projects and presentations
- Strategic bandwidth released for client-facing and high-value activities
- Global coverage across North America, EMEA and APAC
- Tool adoption for QA automation and DevOps acceleration
- Team growth from 12 to 73 FTEs in under four years
- Successful delivery of the DTS modernisation project, unlocking scalable analytics and automation
- Seamless integration of acquired entities into a unified delivery model
Connect with Us
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