Case Study: a leading asset management firm boosts product coverage tenfold with WNS

a leading asset management firm expands product coverage tenfold with WNS

The customer, a leading asset management firm, faced challenges with a lack of customized investment products and templates, difficulties in data capture and standardization, and a need to transfer business intelligence across teams. They engaged vendor WNS for support in credit underwriting, financial model monitoring, and macroeconomic research services.

WNS implemented a solution that included underwriting support for bank loans, servicing of financial models for research, and monitoring of structured credit deals. This enabled the firm to increase its product coverage tenfold, create customized products, and standardize key financial calculations. The vendor, WNS, also helped build a dedicated analyst team and achieve a perfect Voice-of-the-Customer satisfaction score.