Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

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Transforming reporting, lending and analytics operations through a fully embedded offshore model that delivers strategic bandwidth, innovation and measurable impact

Sector

Financial Services

Type

Operational Efficiency and Digital Transformation

“Acuity is not just a vendor—they are an extension of our team. Their embedded model gives us the flexibility and scale of a captive unit without the overhead. The team consistently delivers with speed, accuracy and deep understanding of our workflows.”

Data and BI Manager, Branch Analytics

Challenges

Challenge

A regional US commercial and consumer bank was navigating margin pressure and operational complexity across multiple business lines. With a strategic focus on digital innovation and client-centric growth, the bank needed a partner to consolidate reporting, enhance analytics and scale support across investment banking, lending, research and data functions.

The challenge extended beyond cost; it was about capability, continuity and control. The bank required a flexible, high-performing team that could integrate seamlessly across departments, respond quickly to evolving needs and support its transformation agenda with precision and insight.

Our Solution

approach

Acuity operates as the client’s virtual captive, functioning as an embedded offshore partner across twelve business units. With over 220 dedicated professionals, we deliver integrated support across investment banking, lending services, research and data analytics.

To ensure continuity and cultural alignment, we appointed a dedicated engagement manager and HR manager. We established a Centre of Excellence for data analytics, driving automation, dashboarding and reporting transformation. Our AI-powered solution, Credit Pulse, was deployed to support lending workflows, and we initiated deployment of AgentFleet, an investment banking analytics tool.

Our flexible staffing model enables the client to scale rapidly, respond to dynamic business needs and maintain high-quality delivery across functions. The partnership is backed by strong C-level sponsorship and reinforced through regular executive engagement, including annual visits to our delivery centres.

The Impact

Challenge
  • Virtual captive model delivering embedded support across twelve business units
  • 60 to 75 per cent coverage across core service areas
  • Strategic bandwidth released for client-facing and revenue-generating activities
  • Center of Excellence established for data analytics and reporting automation
  • Flexible staffing for project-based and temporary needs
  • Dedicated HR and engagement managers ensuring continuity and cultural alignment
  • Long-term partnership sustained over 13 years with consistent expansion
  • Expansion into new lines of business, including GTM, Compliance Ops and Loan Servicing
  • Community Banking campus consolidation with 43 FTEs
  • Deployment of Credit Pulse and AgentFleet to support digital transformation

Connect with Us

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