Explore Crisil, a company of S&P GlobalFormerly known as Global Research & Risk Solutions
December 11, 2025
Case study
Case study
We helped the structured finance team of a global investment bank boost client engagement, top investor surveys
December 11, 2025
Case study
Case study
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Background
- The client aimed to significantly strengthen its research capabilities and expand its publications to enable broader and deeper client engagement
- The main objective was to secure the top ranking in institutional investor and industry surveys, establishing a clear leadership position
Our solution
- Sanitised and standardised legacy datasets to foster the development of reliable and accurate underlying research data
- Built real-time monitoring dashboards to track issuances, ratings, defaults and LMEs across the CLO portfolio aggregated from multiple data sources
- Partnered with the bank’s lead analysts to define research objectives and deliver independently designed, end-to-end analytical outputs
- Provided timely, actionable insights to support ongoing coverage and client interactions and communications
- Deployed automation using VBA to materially reduce manual efforts on the publishing of periodicals and improve regular workflow
- Enhanced the quality of research publications by gathering latest market intelligence and highlighting emerging trends, making them more actionable
- Refreshed client-facing pitches and presentations to reflect current views
- Provided rapid, on-demand analytical support to address queries from investor clients
Impact
- The bank’s structured finance research team consistently topped institutional investor surveys by a substantial margin
- The team also earned top research house recognition in industry surveys such as Creditflux and LSTA
- Research on LMEs and distressed credit drove high readership and strong client interest and engagement
- Automation initiatives saved more than 50 hours per month, enabling the team to focus on servicing investor clients.
