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Success Stories

Creating Company Profiles for

a Leading US Investment Bank’s Pitch Books

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.

  • both
    a database and presentation graphics services were used
  • one
    a one stop shop for bankers
  •  Integreon created hundreds of profiles, providing the client’s bankers a one-stop shop for building pitch books.
  • 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. 
  • Dedicating offshore resources to standardized pitch books freed onshore researchers for more advanced work.
  • Highly standardized, elegantly branded pitch books are used by bankers around the world.
  • One-stop-shop for bankers when building pitch books.
  • Able to generate hundreds of company profiles per month on a global basis.
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