Global Bank Enhanced Index Management Efficiency Through Comprehensive Governance and Automation  

The Challenge

The UK-based Index team at an European headquartered global bank manages a vast and varied portfolio of over 6000 indices. From monitoring market trends to conducting thorough research on index methodologies, their workload is extensive and demanding. The managing director of the team recognized the need to streamline and modernize the entire index administration process from creation to distribution. He decided to partner with Evalueserve to reengineer the bank’s index management framework, streamlining operations around the clock, five days a week.

Our Solution

Business Impact

The partnership with Evalueserve has resulted in an impressive 20%-time savings for the bank. This achievement was possible through the development of an in-house automation team dedicated to creating task templates and micro-automations. Our tech-enhanced managed services model, combining cross-domain expertise with technology, along with the round-the-clock support from the global delivery team, has been instrumental in nurturing a successful collaboration. 

Our custom accelerators and automated processes have significantly helped the bank in reducing errors, boosting efficiency, saving time, and enhancing the overall quality of work. Furthermore, Evalueserve has seamlessly integrated additional work streams, including reporting, quality assurance, and regulatory task support, all achieved without requiring additional headcount. 

  • 20% time savings in their index management process

  • Comprehensive governance framework

  • Automations and tech accelerators to enhance the process

Talk to One of Our Experts

Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient. 

Overview & Impact

Evalueserve helped a leading bank achieve a remarkable 20%-time savings in their index management process by implementing a comprehensive governance framework enhanced by automations.

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Time Savings

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Increased Efficiency Through Automations

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