challenge
While experiencing an explosive surge in deal volume, our client, a major American bank, struggled with tracking their debt syndication pipeline in the investment grade, high yield and municipal bond markets. Their existing approach caused operational auditing issues across a number of teams: finance couldn’t forecast revenue, credit couldn’t accurately underwrite the risk and treasury couldn’t allocate capital effectively. All parties could also see each other’s deals, which meant that MNPI was bleeding across multiple teams. They also needed a more comprehensive way to analyze issuance trends in the marketplace to provide more insight in their pitch books.
products supported
deals tracked per year
solution
In order to address these issues, our team built a unified platform that would streamline pipeline management and provide powerful market analytics. This solution was capable of supporting multiple products and would offer customizable data visualization tools, enabling teams to generate actionable insights quickly. It included robust revenue tracking capabilities, tools for tracking banker performance and the ability to analyze issuance trends effectively. The solution catered to both Credit Fixed Income and Municipal Products Group desks while maintaining MNPI restrictions.
results
The Debt Syndication Platform streamlined deal collaboration, supercharged market intelligence gathering and unlocked powerful analytics across 15 security types. This game-changing solution empowers Deal Teams to make data-driven decisions. Now they can optimize revenue forecasting, have better insight into deals they missed out on and more effectively convey trends to clients, giving them a competitive edge in both investment grade, high yield and municipal markets.
New Trading Desk Enables Continued Growth for Top 10 US Bank
Following the merger of two major financial institutions, our client—a top 10 US bank—needed to expand their suite of offerings to attract new Fortune 500 clients and increase their competitive advantage. Learn how our expertise in complex capital market solutions helped us establish a state-of-the-art trading desk to fuel future growth.
Centralized Reconciliation System Transforms Payments Company’s Treasury Operations
A rapidly growing unicorn payments company, faced challenges managing payments across a complex and expanding ecosystem. Learn how we created a centralized solution to streamline data management, ensure compliance, and maintain trust with stakeholders.
Future-Proofing a Payments System for Scalable Growth
Our client, a rapidly-expanding payments company, needed to lay the groundwork for their next-generation payments platform. Their existing payments system was outdated and lacked the scalability and flexibility required for future growth. Learn how we built a façade around their legacy system to modernize their payment management processes without disrupting ongoing operations.
Reimagining the User Experience for a Top 10 US Bank
A top 10 US bank recognized the need to improve the user experience within their Corporate & Investment Bank’s operations. They lacked a clear definition of their diverse user base and struggled to design intuitive interfaces and experiences that met the specific needs of different user groups. Learn how we created a single source of truth that would drive user adoption.