Success Story

Equity Research Firm looks for Outsourcing Support

Martha owns a successful boutique consulting firm with offering advisory services to global investment banks in Australia and Europe. Her panache as a consultant is high-touch and enjoys strong and trusted relationships by placing his client's interests first and foremost.

She has a small team of industry experts and, as the gamut of work involves a wide range of services, most of them are subject champions with very specialised skills. With Martha travelling five days of the week, mostly pitching for projects and giving project presentations to directors on board, her team needs frequent support in documentations and presentations at a very short notice. The work often involves researching company information from Bloomberg & other sources and updating calculations on the client presentation.

She is in need of high-quality support in researching financials and collecting information from the annual reports of companies. She is looking for somebody who could partner her needs and, importantly, understands the business and priorities in the work. Having the ability to understand the requirements quickly & communicate the thoughts clearly to a global team is a specified criterion to choose amongst the outsourcing vendors.

White Capers helps her business and provides two skilled resources with over five years of experience in equity research & financial analysis. Initially the resources are put on a pay-per-project basis managed by our full-service engagement manager thus ensuring smooth engagement & delivery. After a five month successful engagement she requests two virtual full-time resources for her company which further reduces her cost.

Benefitting from the cost-advantage approach that comes from outsourcing & a team that is truly dedicated, she is able to put her client's interests maintained. Martha is happy about her growing business and pursues golf in her free time.