We can help clients save 30% time and 70%+ costs with our fundamental data and modeling solutions. Our products can help expedite client workflow and save an average 6–8 hours.
| Client Challenges | InSync's Solutions | Benefits |
|---|---|---|
| Track real-time performances of portfolio companies; updates on industry pieces/earning release | Developed proprietary tracker to monitor companies under coverage and compiled real-time updates; Tracked the earnings calendar for portfolio companies | Expanded coverage from 14 companies to 39 over span of a year |
| Track developments (if any) related to organic/inorganic growth plan, management change, guidance revisions, etc., of companies | Updated financials within 30 minutes of earnings release; Automated manual processes to accelerate earning updates | Initiated coverage of ~48 companies over a period of 3 yrs. |
| Conduct benchmarking and comps analysis for stocks and sectors under coverage | Kept the industry pieces such as benchmarking, metrics, and exposure update before the earning season | Achieved quick turnaround in deliverables through process automation |
| Client Challenges | InSync's Solutions | Benefits |
|---|---|---|
| Monitoring performance of ~360 tech companies listed in Japan |
Developed a custom dashboard to track the financial status of tech companies Created an Excel dashboard to filter and shortlist companies based on sales, margin, and FCF parameters |
Simplified the screening process for the technology sector (analysts could quickly identify promising companies) Enabled easy performance comparison (at-a glance) of multiple companies |
| Maintaining a dynamic dashboard of the "Key Financials Movement" for tech companies | Included industry benchmarking and key operational comparisons for quick reviews and better context for decision-making | Generated ~50% cost savings for the client (through the Excel dashboard); this was a strong alternative to costly database platforms with 40% same capability |
|
Difficulties in hiring skilled talent (junior or entry level) Conducting stock screening on a quarterly basis |
Automated manual processes to speed up financial data updates | Achieved quick turnaround and saved time for the client through process automation |
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