Integreon

Grail Research

CREATING COMPANY PROFILES FOR BUY AND SELL-SIDE EQUITY RESEARCH (BIS)

Overview

When a leading US investment bank needed company profiles assembled on a short deadline, Integreon worked with the client to develop a standardized profile format and assemble content from two dozen financial research databases. Integreon created hundreds of profiles, providing the client’s bankers a one-stop shop for building pitch books.

Challenge

  • The client is a leading US investment bank with global presence
  • Banking analysts and associates spent excessive time on basic research and formatting company profiles for pitch book content
  • The result was inconsistent quality, content and formats
  • Tremendous drain on banker’s bandwidth
  • The client needed a highly efficient, cost-effective, standardized system for creating and delivering company profiles to bankers
  • Solution

  • The client partnered with Integreon’s Business Information Services to develop a standard company profile format
  • Integreon incorporated a menu of research findings into the client’s research request management system
  • Bankers select from 15 available tabs, e.g., recent news, company overview, management and board profiles, revenue by business segment, etc.
  • Integreon researched and collated all content offshore, using two dozen financial research databases
  • Research content was sent to Integreon’s Presentation Graphics team for formatting into client-specific templates
  • Impact

  • One‐stop‐shop for bankers when building pitch books.
  • Standardized profile format and pre‐screened list of data sources enables 24‐hour project turnaround.
  • Dedicating offshore resources to standardized pitch books freed onshore researchers for more advanced work.
  • Able to generate hundreds of company profiles per month on a global basis.
  • Highly standardized, elegantly branded pitch books are used by bankers around the world.