{"componentChunkName":"component---src-templates-client-result-js","path":"/client-result/scale-for-leveraged-finance","result":{"data":{"prismic":{"allClient_results":{"edges":[{"node":{"seo_page_title":[{"type":"paragraph","text":"Leveraged Finance Process - Improvement Diagnostic","spans":[],"direction":"ltr"}],"seo_page_description":[{"type":"paragraph","text":"Driving Speed and Scale for Leveraged Finance through End-to-End Process Optimization ","spans":[],"direction":"ltr"}],"seo_h1":[{"type":"heading1","text":"Driving Speed and Scale for Leveraged Finance  ","spans":[],"direction":"ltr"}],"feature_image":{"dimensions":{"width":1800,"height":600},"alt":null,"copyright":null,"url":"https://images.prismic.io/crgwebsite/aHj44kMqNJQqICKs_ClientResultsCover.png?auto=format,compress"},"main_content":[{"type":"heading1","text":"Challenge  ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A leading North American bank’s Capital Markets team faced mounting pressure in its Leveraged Finance (LevFin) business due to extensive trade settlement times, ~ 33% slower than industry average. With the expectation for the LevFin business to grow, addressing scalability concerns became a priority. CRG was engaged to drive a diagnostic of the end-to-end process from deal origination, syndication, settlement, and to secondary trading. The engagement aimed at isolating root causes, elevating team insight, and designing future-ready, scalable operations. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading1","text":"Approach  ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The project was executed in three phases: Diagnose, Assess, and Recommend. \n ","spans":[],"direction":"ltr"},{"type":"heading4","text":"Diagnose: ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Interviewed 45+ stakeholders across multinational teams to map the deal lifecycle across five stages: Origination, Primary Syndication, Loan Settlement and Servicing, Reporting and Tracking, and Secondary Trading ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Shadowed front-, middle-, and back-office teams for system walkthroughs to understand pain points and sources of delay ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Created a high-fidelity timeline dissection of a deal and a trade to highlight handoffs, rework, and inefficiencies ","spans":[],"direction":"ltr"},{"type":"heading4","text":"Assess: ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Assessed technology gaps and data flow across 17+ systems, highlighting data mismatches and reconciliation failures across systems ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Conducted root cause analysis to understand and consolidate source of pain points and inefficiencies ","spans":[],"direction":"ltr"},{"type":"heading4","text":"Recommend: ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Developed 50 recommendations across primary deals and secondary trading, targeting speed and scalability ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Prioritized recommendations by ease/impact and tagged to accountable owners with a detailed implementation roadmap ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Defined a future state operating model emphasizing front- to back-office coordination, upstream data capture, and system integration ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading1","text":"Outcome","spans":[],"direction":"ltr"},{"type":"paragraph","text":" CRG’s engagement delivered a comprehensive process transformation roadmap across people, process, and technology. With it, the client is positioned to: ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Reduce time to settlement through better coordination and reduced manual intervention ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Improve downstream data accuracy through upstream system integration ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Scale the LevFin business more efficiently, with clear owner alignment across the end-to-end process","spans":[],"direction":"ltr"}],"short_description":[{"type":"heading2","text":"Driving Speed and Scale for Leveraged Finance through End-to-End Process Optimization ","spans":[],"direction":"ltr"}],"title":[{"type":"heading1","text":"Driving Speed and Scale for Leveraged Finance  ","spans":[],"direction":"ltr"}],"_meta":{"uid":"scale-for-leveraged-finance","lastPublicationDate":"2025-07-17T17:22:50+0000"}}}]}}},"pageContext":{"rootQuery":"\n  query ClientResultsQuery($uid: String) {\n    prismic {\n      allClient_results(uid: $uid, sortBy: meta_lastPublicationDate_ASC) {\n        edges {\n          node {\n            seo_page_title\n            seo_page_description\n            seo_h1\n            feature_image\n            main_content\n            short_description\n            title\n            _meta {\n              uid\n              lastPublicationDate\n            }\n          }\n        }\n      }\n    }\n  }\n","id":"aHj5PBcAACYAM4W8","lang":"en-us","uid":"scale-for-leveraged-finance","type":"client_result","alternateLanguages":[],"cursor":"YXJyYXljb25uZWN0aW9uOjI5","paginationPreviousMeta":{"id":"aHaPWBcAACcAL6t5","lang":"en-us","uid":"title-registration-operations-improvement","type":"client_result","alternateLanguages":[]},"paginationPreviousUid":"title-registration-operations-improvement","paginationPreviousLang":"en-us","paginationNextMeta":{"id":"aJuMaxEAACQAmibj","lang":"en-us","uid":"finance-operations-process--growth--erp-readiness-diagnostic","type":"client_result","alternateLanguages":[]},"paginationNextUid":"finance-operations-process--growth--erp-readiness-diagnostic","paginationNextLang":"en-us","lastQueryChunkEndCursor":"YXJyYXljb25uZWN0aW9uOjE5"}},"staticQueryHashes":["2447216075","2898711901","3159585216","3178498103","815104889"]}