Data & Analytics Insights

Investment Banking: Workspace and Macabacus join forces to boost productivity

Jenn Giacobbe

Jenn Giacobbe  

Global Head of Investment Banking & Sell Side Research

LSEG and leading productivity tools specialist, Macabacus, have partnered to offer junior financial employees access to a powerful suite of data and tools that transforms deal-making workflows. 

  • Productivity tools are a non-negotiable for junior bankers, turbocharging their workflows and freeing up time to concentrate on higher-value tasks.
  • LSEG’s partnership with Macabacus links critical datasets – like fundamentals, estimates, deals, ownership, private market data and more – to Macabacus’ financial modelling, auditing and brand compliance tools. 
  • The Macabacus partnership, in parallel with our Microsoft Partnership, delivers in line with our vision of boosting efficiency in banking workflows. 

A better way to work

The ongoing evolution of the investment banking space means that it is more crucial than ever that bankers can deliver information that is relevant, insightful and visually engaging – but many day-to-day tasks, such as preparing presentations, pitchbooks or reports, remain time-consuming and error-prone. A better way of working is needed.

Deal-making and high value-add activities are priority areas of focus, but with limited time, many banking professionals find that the more tedious, time-consuming aspects of their day-to-day workflows can substantially impact efficiency and create poor work-life balance.   

The right productivity tools, however, can be game-changing – transforming repetitive, labour-intensive tasks into automated, streamlined processes that help bankers deliver compelling results more quickly and efficiently. 

With the right tools, bankers can build and proof documents and financial models at speed, create advanced presentations and accelerate the banking workflow. This frees up valuable time to focus on what truly matters, such as developing strategic insights, providing targeted advice and engaging directly with clients.

A partnership for productivity

This is the thinking behind LSEG’s new partnership with New York-based Macabacus, a specialist in delivering high-powered productivity tools for professionals in investment banking, research departments, private equity, asset management, and more. LSEG Workspace users currently leverage our best-in-class data – including fundamentals, IBES estimates, public and private company data, deals data and more – to gain a competitive advantage and boost their models and insights.  With the pairing of Macabacus tools, they can benefit from a wide range of innovative capabilities that enhance the existing functionality of Excel, PowerPoint and Word, enabling them to automate processes, ensure brand compliance and optimise existing content. 

With a focus on streamlining workflows and boosting efficiency, this new partnership offers some key benefits:

  • Auditing and modelling formulas ensure accuracy and error-free analysis.
  • A wide range of 130+ customisable keyboard shortcuts boosts the speed and efficiency of routine tasks.
  • Powerful linking between Excel, PowerPoint and Word via a single keystroke streamlines the preparation of documents.  
  • Advanced proofing for formatting, layout and content errors guarantees brand compliance.
  • Shared libraries allow users to standardise content across the organisation and reuse slides, charts and templates.

Unlocking value 

In addition to these immediate gains, productivity tools can help bankers unlock more value from existing data, transforming content by bringing it to life and delivering compelling results, quickly and easily. 

Bankers can also analyse live data directly in Excel, audit formulas within a model and capture how changes impact calculations. Data in Excel can be shared directly to PowerPoint, saving substantial time and effort, as reliable links between Microsoft applications perform the heavy lifting. Links can be refreshed at the click of a button.

Advanced presentation tools allow users to specify formatting and appearance options, as well as create bespoke pitchbooks and reports that fully align with their organisation’s unique brand. 

It is this streamlined approach, combined with well-presented, compelling data that can move the dial and cement deals. More than this, this new way of working allows junior bankers to focus their energy on the areas and skills that matter most: critical thinking, business development and relationship-building for long-term success. 

 

Read more about

Stay updated

Subscribe to an email recap from:

Legal Disclaimer

Republication or redistribution of LSE Group content is prohibited without our prior written consent. 

The content of this publication is for informational purposes only and has no legal effect, does not form part of any contract, does not, and does not seek to constitute advice of any nature and no reliance should be placed upon statements contained herein. Whilst reasonable efforts have been taken to ensure that the contents of this publication are accurate and reliable, LSE Group does not guarantee that this document is free from errors or omissions; therefore, you may not rely upon the content of this document under any circumstances and you should seek your own independent legal, investment, tax and other advice. Neither We nor our affiliates shall be liable for any errors, inaccuracies or delays in the publication or any other content, or for any actions taken by you in reliance thereon.

Copyright © 2024 London Stock Exchange Group. All rights reserved.