Customer Success Story

Simplify global carbon reporting with Ideagen Carbon Accounting

The customer is a leading global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring and financial and valuation advisory.

The problem

A leading boutique investment bank, with operations spanning the globe, needed to meet upcoming regulatory requirements such as the EU Corporate Sustainability Reporting Directive (CSRD). Their existing setup struggled to provide audit-grade, global carbon accounts efficiently, especially as their team’s primary roles weren't focused on corporate sustainability reporting.

They required a reliable solution that was simple to implement, time-efficient and equipped to deliver credible carbon emissions data.
The whole process was really light touch for us. Their proactive support engaging our global data contributors made a big difference.
Associate, Corporate Development, Public Boutique Investment Bank

The benefits

By adopting Ideagen Carbon Accounting, the bank achieved audit-grade global carbon accounts while minimizing the burden on its team. The key highlights include:

Seamless implementation

Easy browser-based access enabled fast deployment with no need for technical integration or software downloads.

Efficiency without compromise

Teams could focus on their core responsibilities, thanks to Ideagen Carbon Accounting’s light-touch management process and rapid, high-quality results.

On-demand expert support

Access to sustainability professionals ensured smooth onboarding, sustained data contributor engagement and valuable insights.

Compliance confidence

A regulation-ready solution prepared the bank for evolving ESG requirements, including the EU CSRD.

The outcome

The investment bank is now well-equipped with a future-proof carbon accounting solution, allowing them to meet regulatory demands while maintaining operational efficiency.

See why a boutique investment bank chose Ideagen Carbon Accounting for faster, better-quality emissions data processing and reporting

Read the Case Study