Use a Compelling Staff Augmentation Model that Integrates Human Intelligence and Technology
Automate routine activities to create more analyst bandwidth
Optimize research processes and increase efficiency
Use a combination of proprietary technology and domain specialists to optimize research processes without compromising on quality or accuracy. Divert the additional bandwidth to high value-added tasks or client-facing activities.
Build Custom Financial Models
Auto-populate historical data to commence building a new financial model. Audit numbers instantly from source documents to verify their accuracy. Analysts can make use of advanced features to project financials, calculate ratios and perform complex analyses. Download or use the completed model in a customized format.
Automate Earnings Updates at Scale
Manually updating multiple models for earnings updates is a time-intensive and inefficient process. Use automated processes to significantly scale up the process of updating models with earnings results. Human intervention can be used to manage exceptions or make one-off adjustments wherever required.
Optimize Portfolio Monitoring
Take portfolio monitoring to a new level with a fully customizable solution that automates most manual processes and frees up Analysts’ time to focus on complex analysis. Incorporate pre-defined KPIs to generate alerts & warning signals, with the flexibility to add new thresholds instantly. Integrate all portfolio monitoring activities on a single platform.
Streamline Workflow Management
Precious analyst bandwidth is often expended in allocating work, monitoring status, transmitting files via email, and performing other activities as part of workflow management. Create additional analyst bandwidth by using an automated platform to streamline standardized processes.
How it works
Use a combination of proprietary technology and domain specialists to optimize research processes without compromising on quality or accuracy. Divert the additional bandwidth to high value-added tasks or client-facing activities.
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Dedicated Support
Full-time staffing model where an individual or team is dedicated exclusively to a single client. This engagement model is best-suited for clients with ongoing projects and steady workflow. The dedicated analyst [FTE] works as an extension of the client's in-house team.
02
Project-based Support
Ad-hoc staffing model suitable for one-off or standalone projects. The team is staffed with domain and technology specialists as per the project requirements. Scope, timelines and cost are discussed and agreed upon before commencement of work.
03
Block Time Support
Flexible staffing model that gives clients an option to purchase a block of hours that can be used during a given period, say a month or a quarter. It is suitable for clients with variable workflow or those who need staffing support intermittently.