At Evalueserve, AI isn’t just a tool. It’s a strategic enabler that’s redefining how we operate, make decisions, and support clients. With generative and agentic AI now embedded across all our major service areas, we’re delivering efficiency gains of up to 40%. This frees our clients to focus on more high-value tasks and complex decision-making.
In the latest volume of Elevate magazine, Mangesh Patnaik (Senior Vice President and Global Head of Sales) shared how Evalueserve navigates uncertainty and disruption from AI as well as how Evalueserve is utilizing this technology to support our financial services clients.
Here are the four AI use cases we’re most excited about — and how they’re already reshaping the financial landscape.
Analysts typically spend hours gathering and structuring data while conducting early-stage private equity research. Evalueserve uses AI to cut this work to minutes by automating collection and visualization of hundreds of locations.
Our agentic AI suite supports company profiling, deal sourcing, industry research, and due diligence. This gives private equity teams a faster, sharper way to identify opportunities.
Credit memos are essential but time intensive. At a global bank, Evalueserve built an AI agent that produces a “zero draft,” assembling borrower profiles, spreads, and peer comparisons in minutes.
Analysts still refine and sign off, but manual effort is dramatically reduced while quality remains consistent. This gives analysts a greater capacity to serve clients and focus on more complex tasks.
Risk management relies on quantitative models, but qualitative signals matter too. Evalueserve deploys AI agents in insurance underwriting and portfolio monitoring to generate both quantitative models and qualitative insights.
For a specialty insurance client (check page 26 of Elevate magazine for the full story), agents handle prep work, leaving experts to focus on nuanced judgment. In credit monitoring, agents pull borrower financials and market signals to suggest IFRS 9 and CECL classifications and flag warnings.
Index work is heavily quantitative and often bottlenecked by data gathering and verification. Evalueserve’s AI agents automate reconciliation of inputs from multiple providers for corporate actions, enabling faster, more accurate adjustments. This orchestration helps firms stay competitive in one of the market’s most demanding areas.
These use cases show how AI can move beyond hype to deliver tangible business value—accelerating workflows, improving accuracy, and freeing talent for higher-value tasks. As Mangesh notes in his article, the future of AI in financial services isn’t about replacing expertise; it’s about amplifying it.
