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:

• Banks

• Life Insurance companies

• P&C Insurance companies

• Asset Management

• 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