Client Stories

Delivering control at scale
for global investment banks

Learn how Oxane helped the banks regain control over their portfolios and refocus on driving investment outcomes and growth.

Background
Principal financing desks of large global banks are increasingly investing in asset-backed lending and private ABS trades. Given the bespoke nature of these investments, most banks rely on Excel files and manual processes for managing them.

The Challenge
As banks scaled these portfolios, the complexity grew with multiple underlying asset classes, deal structures, and counterparties. Manual processes could not be scaled to keep up with the growing size and complexity of these portfolios. As a result, portfolio management teams found themselves overburdened with manual processes for data management, performance tracking, reporting, and analytics, which was slowing them down and exposing them to operational risk.