Unique Research Project on Leading Banks and Financial Institutions by MIT-backed Credit Rating Agency

Our Client – New York-based Credit
Rating Agency

Based in New York, our client is an MIT-backed rating agency focused on assisting companies with the management of non-credit risks. Additionally, they help businesses with the identification of new opportunities for growth and collaboration in up-and-coming economies. The firm uses innovative computer science and deep domain expertise to generate and rate risk scores on various companies across the globe.

Requirements for the Research

Our team was tasked with the collection of annual bank reports and to enter details related to location, gross income, expenditures, total employees, auditors' names, the percentage of gross to expenditure ratio, and other necessary details into the defined fields on the client's web portal. Based on the details provided, our client would develop a credit rating for each bank on the list.

The client requested that we collate details related to approximately 20 - 25 banks per day. On average, we would need to fill in 20 fields in 1.5 hours to meet the client's expectations. Our team was also tasked with identifying banks owned by the government or private sector, a task that required digging a little deeper.

Challenges that the Research
Team Faced

Our team faced some initial challenges related to understanding the project's terms and the details of the reports themselves. Additionally, it was fairly difficult to find people with the necessary skillsets as well as people with an adequate background in similar banking projects.

Furthermore, we needed to complete the project while maintaining 100% accuracy. The client was adamant that there was no margin for error with this particular project.

Our Detailed Research and List
Building Process

ROP's research team was focused on generating thorough, accurate results. Our step-wise process, from the requirement to delivery, included the following:

  • We received the input list and formed a dedicated team comprised of 4 expert researchers and one quality control professional.

  • After consulting with the client to iron out the final details, the team was briefed on the project requirements and fields that needed to be filled in.

  • First and foremost, our researchers needed to discover whether the banks in question formed part of the government or private sectors.

  • Annual reports were used to generate the information required to fill in the required fields.

  • The internal quality check was completed.

  • All results were then uploaded to the client's web portal.

More than 50% Cost Saving for
the Client

Our team was able to save the client approximately 50% - 60% in comparison to what other research firms would have charged for the same project. Additionally, we were able to deliver the results in record time - almost the same day - which is a much speedier turnaround time than one would expect from our competitors.

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Pricing & Engagement

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Quality Systems

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Project Security


  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!

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