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Coverage teams Case Study
Client Background: Our client, the FIG group of a global investment bank, wanted to increase efficiency by using improved workflow management and best-of-breed operating systems. In particular, the client needed to address internal issues due to inconsistent work produced for various Managing Directors within the FIG team.
Service Offerings: Copal Partners consolidated the 27 different trading comparable company templates used by the FIG team into five:
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Banks
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Life Insurance companies
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P&C Insurance companies
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Asset Management
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Specialty Finance
Copal then continued to regularly update these templates and supported the client on other standard work processes.
Results: By standardizing the FIG team’s templates, Copal Partners was able to provide the client with standardized multi-regional, cross-industry reporting, enabling significant leverage from the re-use of such models.
Contact us: investment.banking@copalpartners.com