Increasing Scope and Product Coverage of a Leading Asset Management Firm by Tenfolds
Upcoming SlideShare
Loading in...5
×
 

Increasing Scope and Product Coverage of a Leading Asset Management Firm by Tenfolds

on

  • 400 views

Case Study on how WNS transformed Credit Undertaking Financial Research for a Leading Asset Management Firm. Industry: Banking and Financial Services; Process: Credit Undertaking Financial ...

Case Study on how WNS transformed Credit Undertaking Financial Research for a Leading Asset Management Firm. Industry: Banking and Financial Services; Process: Credit Undertaking Financial Research.
Case Study is also available at: http://bit.ly/LZCcEn

Statistics

Views

Total Views
400
Views on SlideShare
400
Embed Views
0

Actions

Likes
0
Downloads
2
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Increasing Scope and Product Coverage of a Leading Asset Management Firm by Tenfolds Increasing Scope and Product Coverage of a Leading Asset Management Firm by Tenfolds Document Transcript

  • Industry Banking and Financial Services Process Credit Analytics Financial ResearchTransforming Credit Analysis and Financial Research fora Leading Asset Management FirmClient Profile Key Features of the WNS SolutionA leading asset management firm. Covenant < appraisal Preparing - a credit report based on ratio calculatedThe Challenge and analyzing the ‘5 Cs’ of credit.The client was faced with two major challenges: one, the Performing - appraisals for: tenant applicationslack of structured and standardized operations environment (assignments, sub / under lettings, release / substitutionthat made timely delivery of research products, unfeasible; of guarantor etc.), lettings, investment purchasesand the second, inability of onshore analysts to focus on Appointment - of contractors / consultants & vetting offront-end activities and procure additional business, a result potential JV partnersof concentrating on backend work only. Additionally, theclient also needed enhancement of its operations Company < analysiswindow availability. Taking - existing models that project financial statements for individual companiesThe client chose WNS after a rigorous selection process, - publication On of company results, update modelsand entrusted WNS with a mandate to: replacing projections with actual for the period thatProvide< financial assessment of the tenant, based on its results are announced for latest financials and Dun & Bradstreet Report Preparing - the output sheet and assumption sheet forGenerate< market data for fact sheets, quarterly reports, financial models presentations and client query resolutionCarry out< calculations and analysis of the funds liquidity Extending Your Enterprise position to ensure whether enough cash is available to meet obligation (capex, redemption etc) over the next year WNS extended the client’s enterprise by transforming the approach for calculating key financial numbers, building aUpdate< existing models that project financial statements dedicated team of skilled analysts, improving the client’s for individual companies on publication of the approach for calculating key financial numbers and company results creating a sustainable offshore business model, hence enabling the client to focus on key engagements.Copyright © 2012 WNS Global Services | wns.com Industry: Banking and Financial Services | 01
  • Benefits Delivered About WNSIncreased< scope and product coverage WNS has a proven track-record in driving significantBuilt a< client-dedicated team staffed with highly enhancements for a wide range of clients in a business educated, skilled, and committed analysts process outsourcing (BPO) environment. WNS has delivered substantial improvements across the entire value chainReduced< Turn Around Time (TAT) from seven days to using both WNS proprietary and customized, client-specific three days for covenant appraisal technology solutions (scripting, workflow management,Maintained< a library of more than 300 research reports real-time reporting, automated training, knowledge libraries, on a weekly basis and so on), as well as comprehensive process re-engineering and task enhancement initiatives (such as Six SigmaThe WNS< team currently supports 18 processes on a programs, training re-engineering, macros and operational day-to-day basis, which includes high-end research like tools, Pareto optimization, etc). WNS is passionate about preparing financial models, writing credit reports and building a market leading company valued by our clients, performance reporting for funds employees, business partners, investors and communities.Created< customized products / templates to suit the client’s diverse requirementsCreated< a process manual to get consistent results for all processes coveredStandardized< the approach for calculating key financial numbers such as Enterprise Value (EV), Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA), Free Cash Flow (FCF) and leverage, among othersCreated< a sustainable offshore business model enabling the client to focus on key engagements To learn how we can help extend your enterprise, write to us at marketing@wns.comCopyright © 2012 WNS Global Services | wns.com Industry: Banking and Financial Services | 02