Case Study: a leading asset management firm transforms credit analysis and financial research with WNS

Asset Management Firm cuts covenant appraisal turnaround from 7 days to 3 days with WNS

An asset management firm faced significant challenges due to a lack of standardized operations, which hindered the timely delivery of research products. Their onshore analysts were overstretched with back-end work, preventing them from focusing on front-end activities and business procurement. To address this, the firm partnered with WNS for its credit analysis and financial research services.

WNS implemented a solution that transformed the client's approach by building a dedicated team of skilled analysts and standardizing key financial calculations. This enabled WNS to increase product coverage, reduce the turnaround time for covenant appraisal from seven days to three, and maintain a library of over 300 reports. The new sustainable offshore model created by WNS allowed the client to refocus its onshore team on key engagements.