challenge
While experiencing an explosive surge in deal volume, our client, a major American bank, struggled with tracking their debt syndication pipeline in the investment grade, high yield and municipal bond markets. Their existing approach caused operational auditing issues across a number of teams: finance couldn’t forecast revenue, credit couldn’t accurately underwrite the risk and treasury couldn’t allocate capital effectively. All parties could also see each other’s deals, which meant that MNPI was bleeding across multiple teams. They also needed a more comprehensive way to analyze issuance trends in the marketplace to provide more insight in their pitch books.
products supported
deals tracked per year
solution
In order to address these issues, our team built a unified platform that would streamline pipeline management and provide powerful market analytics. This solution was capable of supporting multiple products and would offer customizable data visualization tools, enabling teams to generate actionable insights quickly. It included robust revenue tracking capabilities, tools for tracking banker performance and the ability to analyze issuance trends effectively. The solution catered to both Credit Fixed Income and Municipal Products Group desks while maintaining MNPI restrictions.
results
The Debt Syndication Platform streamlined deal collaboration, supercharged market intelligence gathering and unlocked powerful analytics across 15 security types. This game-changing solution empowers Deal Teams to make data-driven decisions. Now they can optimize revenue forecasting, have better insight into deals they missed out on and more effectively convey trends to clients, giving them a competitive edge in both investment grade, high yield and municipal markets.
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