CASE STUDY

Cost Benefit Analysis: Increasing Revenues by 30% for a Financial Services Organization

Jun 21, 2019

Changing regulatory requirements across the globe has compelled financial services organizations to identify their capital requirements and invest in projects that are economically viable.

The Business Problem

The client is a global financial services organization, headquartered in the US, which generates an annual revenue of $18 billion. Owing to the recent changes in regulatory policies, the client wanted to associate with organizations such as SpendEdge to leverage their expertise in devising an effective cost benefit analysis template. They wanted to minimize the undue burden on their customers and evaluate investment policies and new banking regulations to ensure financial stability. In addition, they wanted to drive effectiveness and efficiencies across their risk and compliance programs to meet applicable laws.  Also, they sought to analyze investment opportunities and drive better revenues.

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Solutions Offered and Client Journey

The experts at SpendEdge identified the capital requirements of the client in the initial phase of the engagement and devised an effective cost benefit analysis template. They analyzed the minimum ratio of capital to assets that must be maintained to prevent the firm from becoming overleveraged. This enabled the client to minimize the risk of insolvency if asset values decline or the cost of borrowing increases.

In the next phase of the engagement, the experts mapped the time required to realize cost benefits with the ongoing policies and how much will they pan out over a phase. This helped the client to align themselves to the expectations of customers and stakeholders and understand the impact of cost and revenue. In addition, the cost benefit analysis template enabled the client to compute the net present values and ensure feasibility of policies.

Wondering how you can develop an effective cost benefit template? Request a free demo from our experts and know more about the cost benefit analysis steps involved in the process.

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Key Findings and Outcome

Increased revenues

The cost benefit analysis template helped the client to reduce capital misallocation. They engaged resources on projects that would generate positive value for the company.  In addition, limiting the number of trades that can be made over small periods of time counted in favor of the client and helped them increase revenues by over 30%.

Reduces uncertainties

The solution offered reduced uncertainties for the client. It modified the risk level for the client and helped them to develop financial capabilities to the extent that they almost became risk-averse. This protected the client from making investments based on cognitive biases and prevented them from making financial trades that undermined their financial well-being. For detailed insights on cost benefit analysis method and solution offered, request for more information.

Cost Benefit Analysis Steps

SAWhat are the Benefits of Cost Benefit Analysis Template?

Simplifies complex business process

Cost benefit analysis template simplifies complex business processes. It provides detailed insights into the different types of expenses or investments in simple terms and allows businesses to compare different projects or policies no matter how dissimilar they are.

Compares ongoing initiatives

The is another benefit of having cost benefit analysis template. It compares projects or initiatives based on actual financial costs and helps businesses overcome biases and invest in projects that are actually financially viable. 

Estimates net benefit

Although companies cost benefit analysis template can estimate the net benefit of a project, but benefits are comparatively difficult to predict. Estimating costs and benefits can help businesses to calculate the lowest amount of revenue a new project needs to produce to make it profitable.

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