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
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
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.