Overview
A bulge-bracket investment bank partnered with Evalueserve to accelerate the adoption of AI across its deal origination support function. The opportunity emerged from Evalueserve’s existing relationship with the bank, where we had been supporting multiple groups across investment banking, investment research, supplier risk assessment, investment management, and enhanced due diligence. Within investment banking specifically, Evalueserve had been working with the client since 2022 and was already recognized as a preferred analytics partner to the business intelligence and analytics team.
Building on this established relationship, the client expanded its collaboration with Evalueserve to explore how AI could improve productivity across high-volume deal origination workflows, including company profiles, earnings summaries, and newsletters. The bank operated a well-established offshore delivery model supporting global investment banking teams, but leadership identified an opportunity to improve productivity, reduce turnaround times, and scale output through AI without proportionally increasing headcount.
Challenge
Although the bank had established processes and a scalable offshore operating model, increasing demand for deal origination support placed pressure on existing teams. Industry advancements in AI demonstrated the potential to augment analyst workflows, particularly across research-intensive and content-driven deliverables. However, the client needed a practical framework to determine where AI could deliver meaningful productivity gains while ensuring output remained accurate, auditable, and compliant with internal standards.
The bank faced three key challenges:
- Identifying high-volume, repeatable workflows suitable for AI-driven execution.
- Scaling delivery capacity without increasing headcount.
- Implementing AI within a controlled environment that maintained rigorous quality assurance, validation, and governance requirements.
The client required a scalable operating model where AI could be integrated into production workflows, delivering measurable efficiency improvements while preserving the quality standards expected in investment banking.
Solution
Evalueserve partnered with the client to design and operationalize an AI-enabled workflow model focused on high-impact deal origination activities.
1. Workflow-led identification of AI opportunities
Evalueserve’s investment banking advisory team conducted a detailed assessment of investment banking workflows and evaluated use cases based on volume, effort, standardization potential, and time sensitivity. This process identified company profiles, earnings summaries, and newsletters as the most suitable candidates for AI-enabled execution.
2. Targeted deployment of agentic AI
Dedicated AI agents were embedded directly into identified workflows to perform tasks including data extraction, content generation, summarization, and formatting. The solution automated repetitive activities while enabling analysts to focus on higher-value deal origination work.
3. Human-in-the-loop model and governance framework
Recognizing the importance of accuracy and compliance, Evalueserve implemented a robust governance framework that incorporated rule-based validation mechanisms and structured review processes. AI-generated outputs underwent predefined logic checks and quality controls before reaching reviewers. A human-in-the-loop operating model clearly defined use case ownership to drive accountability. This model also ensured analysts validated all outputs before delivery, maintaining consistency, accuracy, and auditability.
4. Secure and scalable AI ecosystem
The solution was deployed within a secure, enterprise-grade environment using AI platforms hosted behind the client's firewall. Evalueserve adopted a multi-tool AI strategy, selecting platforms based on the complexity and requirements of individual use cases. Performance monitoring, periodic reviews, and continuous refinement ensured long-term scalability and effectiveness across workflows.
Business Impact
The AI-enabled workflow transformation delivered immediate and measurable productivity improvements.
- Increased average monthly output of the team by 26% without adding headcount.
- Reduced average handling time across targeted deal origination use cases by 20%.
- Created additional delivery capacity by automating low-value, high-volume tasks.
- Improved the quality of first drafts through AI-assisted content generation and embedded validation checks.
- Enabled analysts to spend more time on higher-value activities such as financial analysis and deal support.
By embedding AI directly into core workflows while maintaining stringent governance controls, our investment banking advisory team successfully helped the bank scale deal origination support, improve productivity, and establish a foundation for broader AI adoption across investment banking operations.
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Overview & Impact
A leading bulge-bracket investment bank partnered with Evalueserve to modernize deal origination workflows through AI, delivering significant productivity gains, increased analyst capacity, and improved operational efficiency. The transformation enabled scalable, governed execution across high-volume workflows while preserving accuracy, auditability, and compliance through a structured human-in-the-loop model.