Commercial Banks
We partner with: Full-service banks, regional banks, cantonal banks, NBFCs, business and product strategy teams
Research
- Public/private company profiling, financial spreading
- Management profiling and compensation analysis
- Counterparty credit risk, repayment ability and covenant Compliance analysis
- Credit rating score models - creation and maintenance
- Compliance and governance support
- Competitive benchmarking and other bespoke research support to strategy teams
- Feasibility analysis of prospective business opportunities and new product/service launches
- Total addressable market size estimation and new market identification
- Regulation analysis and monitoring for banking sectors across markets
- Competitive benchmarking analysis for businesses and products through balanced scorecards and cross-category benchmarking
- Measurement of technology readiness of banks and identify barriers to digital growth
- Assessment of customer experience, tracking satisfaction levels, loyalty and behaviour patterns
- Multilingual support across 16 languages including Japanese, Mandarin, Korean, German, Spanish, French, Arabic, etc.
Analytics
- Customer analytics services for product creation and improving the customer experience (Retention, Cross sell/Up Sell)
- Intelligent automation of specific operations e.g. matching corporate clients to invoices in the accounts receivable software
- Efficient monitoring of regulatory compliance and reporting
- Conceptualize and implement operational performance reporting and monitoring systems
- Data driven client prospecting and marketing for measuring and improving sales and marketing initiatives
- Identify and develop applications for RPA across functions driving efficiency and cost gains, improved quality, precision and CX, error and risk reduction, etc.
- Workflow management tools
Data Platforms and Providers
We partner with: Financial information providers, sector intelligence platforms, ESG and sustainability data providers
Research
- Data aggregation services including data/document sourcing, manual/auto-data ingestion, validation and insights generation
- Data quality management services covering issue management, data cleansing and data remediation
- Client onboarding and platform reconciliation (data mapping and data integration)
- Data operating model design, creation of framework for data management and other consulting services
- Support creation of various analytical and custom reports
- Identification and implementation of automation opportunities to increase efficiency
Analytics
- Build multi-pipeline architecture to onboard new data sources
- Rapidly update existing algorithms without disrupting in-use data sets
- Accelerate secondary data capture processes using artificial intelligence, natural language processing and big data engineering
Asset managers and hedge funds
We partner with: Institutional asset managers, hedge funds, single/multi-family offices, independent money managers, fund houses
Research
- Idea screening and generation across sectors and markets
- Investment opportunity identification using trend analysis and diligent monitoring
- Deep-dive financial modeling
- Company/sector notes for investment committee presentations
- Fund factsheets, fund benchmarking
- Compliance support and performance analysis
Analytics
- Social media monitoring and analysis by leveraging NLP and ML to identify top-down trends, perform e-channel checks, etc.
- Automated monitoring of companies, regions and sectors to identify key developments
- Investment performance monitoring and dashboarding tools
- Building, deployment and maintenance of ML models to support/reject analyst hypothesis and forecast quarterly performance
- Gather relevant data and intelligence from news articles, company/sector reports and call transcripts using AI models
Wealth Managers and Private Banks
We partner with: Advisory teams, discretionary teams, investment strategy teams, independent wealth managers
Research
- Building and maintaining large coverage universes across industries, sovereigns and rating categories
- Investment idea generation and validation following client's investment philosophy
- Specialised research inputs on ESG (sustainability research) to mirror in-house mandates
- Multilingual research output such as company notes, fund factsheets, strategy notes, etc.
- Hybrid, scalable engagement models with quick coverage ramp-up / ramp-down
Analytics
- Automation solutions for efficient process and error-free output
- Technology-driven, highly secure mechanism for hassle-free and safe research delivery
- CRO / RM performance tracking and monitoring, investment performance dashboarding
- Refine investment idea generation using sophisticated predictive analytics
- Harvest and analyze data to generate fresh insights into prospect profiles, client acquisition, client retention and sales
- Personalise investment communication to ensure dissemination of relevant and interesting content that reflects end-user preferences
Investment Banks and Brokerage Houses
We partner with: Investment banks, ECM/DCM teams, independent brokers, institutional sell-side houses, independent research providers
Research
- End-to-end support in deal cycle from origination to execution
- Deal collateral preparation such as target profiles, pitch books, investment memorandums, financial models
- Dataroom and CRM management, due diligence support, prepare draft termsheets
- Deal activity tracking across sectors and regions through newsletters and activity monitor reports
- Dedicated fundamental research support to brokerage teams across asset classes
- Creation of initiation reports, quarterly earnings notes, sector compendiums, newsletters, marketing presentations etc.
- IPO analysis and support, new issuance research and analysis
- Technical analysis support and idea generation for trading desks
Analytics
- Automated news filtering and content population for earnings
- Automated model creation and update with auto roll-over
- Social media monitoring for competition tracking
- Automated information collection to aggregate data and filter relevant information using text classification algorithms
- Refine trading strategies by aggregating and curating data from disparate sources and generate meaningful signals for sentiment analysis
- Build a 360-degree customer view through a data-driven client management lifecycle
- Deploy analytics for customer segmentation and analyst activity to predict client behavior
PE/VC Participants
We support: Large, boutique and sector-focused private equity firms, venture capitalists, angel investors, private companies and start-ups
Research
- Support teams across deal sourcing, target evaluation, investment review, value enhancement and investment exit
- Rigorous industry/company screening process to identify investment targets
- Analyzing investment targets across various sectors by studying industry drivers, preparing financial forecasting and due diligence
- Valuation and analysis support through financial forecasting and IRC409A valuation
- Managing data rooms, and preparing relevant marketing collaterals
- Portfolio monitoring through performance benchmarking, industry tracking, performance dashboards, valuation mark-up analysis, etc.
- Optimising exit strategy using valuation analysis, potential buyer screening
Analytics
- Assimilate data from portfolio companies in a centralised hub and generate cross-portfolio insights
- Provide technology and analytics support for trade selection or “origination”
- Build analytics systems to generate differentiated insights, endorse/challenge investment arguments and refine investment allocation decisions
- Deploy machine learning and AI models for due diligence, data sourcing, support start-ups for raising capital, explore markets, uncover trends, create market maps, and gather market intelligence
Rating houses and stock exchanges
We partner with: independent credit rating houses, ESG rating houses, global exchanges across asset classes such as equity, bonds, commodities, etc.
Research
- Multi-domain support across asset classes, risks, regulation, rates, macroeconomics due to cross-functional expertise
- Research products such as newsletters, event summaries, market updates, etc.
- Building and maintaining rating models using client's proprietary methodology
- Multilingual support across 16 languages including Japanese, Mandarin, Korean, German, Spanish, French, Arabic, etc.
Analytics
- Structuring and management of data on pricing, volumes, index constituents and rebasing, etc.
- Dedicated technology teams to help clients realize value through automation, including data factualization, extraction, analytics, visualization, etc.
