Client Overview
A prominent global investment bank, focused on delivering superior client outcomes, sought to elevate its valuation, research, and trading support functions. To maintain leadership in an increasingly competitive market, the bank required specialized external expertise to complement its internal capabilities and enhance operational agility.
Problem Statement
The bank faced critical operational challenges:
- Limited Internal Capacity: Inadequate resources to scale detailed valuation analysis across multiple sectors.
- Research Differentiation: Need for high-quality, market-aligned research to strengthen client deliverables.
- Trade Responsiveness: Demand for faster, data-driven trade recommendations to capture timely opportunities.
These gaps were impacting research output, market responsiveness, and overall revenue growth.
Solution Provided
Decimal Point Analytics delivered a comprehensive and scalable support framework:
- Valuation Support: Built sector-specific, robust valuation models to expedite deal evaluations and decision-making processes.
- Research Augmentation: Developed tailored industry reports, market insights, and thematic analyses aligned with strategic client priorities.
- Trade Recommendation Support: Generated actionable trade ideas backed by rigorous financial analysis and risk-reward assessments.
The engagement was structured with dedicated teams, stringent quality controls, and seamless integration with the bank’s workflows.
Outcome
- Enhanced Client Solutions: Elevated the quality of research and advisory outputs.
- Faster Decision Cycles: Reduced turnaround time for valuations and trade recommendations.
- Increased Revenue Streams: Strengthened client relationships, leading to higher transaction volumes and improved fee income.
Key Takeaway
Strategic partnerships in research, valuation, and trade advisory enable investment banks to optimize internal bandwidth, strengthen client engagement, and drive sustainable growth in dynamic market environments.
Enhance your investment banking capabilities with expert research and valuation solutions.
