Investment Bankers Aren’t Making Enough Money – Document Assembly Should Help

By Paul Dyck | June 3, 2010

It’s expensive to keep sports cars running and yachts docked at international marinas; so, to that end, we provide a solution that allows investment bankers to save money by working more efficiently (and saving a lot of trees in the process; trees for their property in Tuscany, perhaps?)

Investment banking firms do extensive research on companies, while assisting their customers in raising capital or advising them on mergers and acquisitions. The old-school way of doing this is to have researchers collect all of the required information (R-10K Forms, Annual Reports, CEO Presentations, etc.) and copy them into physical binders that can be referenced by the investment bankers.

These binder volumes were usually very large and cumbersome to work with and update with new information – not to mention the reams of paper consumed in the process.

Using Adlib technology, multiple documents of any file type (Word, Excel, PowerPoint, etc.) are assembled into a single PDF file. The resulting PDF file can be enhanced to make it more convenient for the users in these kind of financial services firms:

  • PDF bookmarks for quickly navigating through large documents
  • Table of Contents with active links to documents and headings within those documents
  • Page numbering for the entire document so there are unique page numbers for reference

This approach has many advantages over the old method:

  • More Efficient to Work with: Navigation enhancements such as PDF bookmarks and Table of Contents make it much easier for users to find information and quickly scan the combined document
  • Simple to Update: If new or updated information is available, the document can be re-generated and is instantly available without manual re-copying and inserting in all of the physical copies in the organization
  • Single Source of Information: Using a document management system like SharePoint, investment bankers can collaborate with a single source of information, ensuring that they are using the same data to make decisions
  • Less paper: No need to copy and distribute massive volumes of paper that will eventually have to be shredded (another cost)

Other uses for multiple-document assembly, such as assembling board books, meeting agendas, or business proposals will be covered in future posts here at this blog; stay tuned!

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