Case Study: a global investment bank increases deal origination by 40% with WNS research and financial analytics

Global investment bank increases deal origination by 40% with WNS

The customer, a global investment bank, was struggling to build high-quality pitch books due to limited time and resources. This challenge was caused by manually updated financial models, a lack of in-depth sector valuation information, and fragmented data that limited information sharing among its bankers. To address this, the bank partnered with vendor WNS to leverage its research and financial analytics expertise.

WNS co-created a solution by setting up a center for sectoral research that mirrored the bank's own group. This solution included creating robust financial models, providing key sector-specific financials, and maintaining centralized compendiums for knowledge sharing. The results included a 40 percent increase in deal origination, 30 percent savings in overall processing time, and a 30 percent improvement in coverage, achieved through WNS's analytics expertise and the deployment of skilled resources.

Global investment bank