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  • General
  • Reporting Dashboard Turns a Chore into an Opportunity
READ MORE
General

Reporting Dashboard Turns a Chore into an Opportunity

We built an automated dashboard tailored in line with client’s needs to make reporting far faster and more efficient, allowing both standard and custom reports to be created, configured, and shared more quickly than ever before – benefiting both the bank and its clients.

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General

Make your model validation 50% more efficient

We helped a leading US investment bank to decompose the process of validation and to automate key processes for testing and documenting, delivering significant time savings and business benefits.

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General

Should young investors focus more on dividend stocks?

See why young investors looking to invest for a long term should consider dividend stocks.

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General

Factor indices – still too sophisticated for LatAm?

Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?

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General

Why a Robo-advisor Centric Strategy Will Pay Off

Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.

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General

Boost Productivity with Integrated Workflow via Researchstream

This client needed an effective workflow management system that could handle a large volume of projects involving functionalities/features such as knowledge management, search, and reporting.

Read More
Data Analytics

Is HR analytics on your agenda?

Read how analytics can help maximize the potential of your human capital.

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General

Increasing Marketing Impact for a Global Asset Manager

A large-scale investment manager engaged Evalueserve to develop a target operating model for its marketing team that would enhance its operational efficiency, marketing effectiveness, and overall customer experience.

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General

Building the Right Knowledge Management System

Our client needed such a system to manage not only their own ongoing creation of knowledge assets, but also the significant volume being created by third-party vendors.

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General

How a major auditor used Researchstream to take control of knowledge problems

This case study explains how a leading US audit, advisory and assurance firm used our software platform, Researchstream, to take control of their internal knowledge projects. Researchstream provides an end-to-end workflow management system for research projects that streamlines and automates key processes and supports quicker, easier collaboration.

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General

Why Dividends Matter for Young Investors (too)

Dividend stocks are often associated with older investors looking for a regular yield, while young investors target short-term price movements. But does the relentless pursuit of price returns actually work?

Read More
Pitchready
General

Enhance Productivity for Pitchbook Creation via Pitchready

Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%. 

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General

Predictive sourcing: What will the future bring?

Predictive sourcing holds out the promise of making procurement decisions using accurate predictions based on the analysis of big data.

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General

Non-Core Digitalization: Lessons from the Market

Does one ‘digitalization’ strategy apply to all business functions alike? To find out how to make non-core digitalization a success, read our Insights article.

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General

Adding social listening to your strategic toolkit

The client wanted to leverage social media platforms to conduct an Active Online Listening (AOL) project, to help generate better insights around smart cities and understand key topics being discussed.

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General

Can SAR devaluation help KSA reinvigorate its economy?

Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.

Read More
Procurement_trends
General

4 Key Trends Shaping the Procurement Landscape

We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.

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General

Putting Cognitive Technologies to Work

Cognitive technology is transforming the way firms do business. In this article we explore how forward-looking companies around the world are putting cognitive technology to work across a range of business functions.

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General

Growth? Customer Data Holds the Answers

Consumer behavior is changing fast, business environments are increasingly volatile, and more and more marketplaces are going digital. In this turbulent landscape, it’s no wonder that securing organic, profitable incremental growth is the single most important challenge facing corporations today.

Read More
General

MiFID II – wins or losses for asset managers?

The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.

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General

Brexit: Navigating through the uncertain climate

The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.

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General

Brexit: What US Investors Need to Know

Brexit – a work in progress, with everything still to pay for. This industry insights examines the economic and commercial impacts of Brexit, including the key factors you should consider if your portfolio covers UK firms.

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General

Reimagining asset management – one step at a time

The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.

Read More
General

Reducing Junior Banker Churn: a Vital Task for Automation

Retaining promising junior bankers has become a high priority for investment banks. Automation has demonstrable advantages in terms of increased efficiency and reduced costs, but what about the potential for increased satisfaction?

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General

Suits, hoodies and machines – the future APAC banker profile

While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.

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General

Improving Delivery of Professional Services: Value of Last Mile Focus

The efficiency increases of mind+machine gains impact businesses on the scale of their operations. The time-to-market of solutions will drastically come down and so will the costs, and the potential reach will increase multi-fold thanks to such innovations.

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General

Sectors to watch after the US presidential elections

Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.

Read More
General

The winning formula for sell-side research teams

Over the last few years, sell-side research firms have been under tremendous pressure to produce higher volumes of research that offer even deeper, better, and newer insights but with limited resources.

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General

How to Create Value Through Our 360º Framework?

The client was losing market share due to increased competition from other market leaders and new service providers. They had access to considerable internal and external data but lacked the bandwidth to perform detailed analyses.

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General

Do You Know What Consumers Say About Your Drugs?

Are you part of the global pharma conversation? Do you have the systems in place to join it? More and more pharmaceutical and healthcare companies are finding the need to actively engage with patients, physicians and key opinion leaders.

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General

Balancing Human and Robot Advice in Wealth Management

Assets under management by robo-advisors are on the rise and both startups and industry leaders are investing in this new technology. But what does that mean for human financial advisors?

Read More
General

Deal Street Asia: IndusAge Raises $23m from Family Offices, HNIs; Makes First India Investment

Clairvolex helps companies in filing, managing and monetising patents, and competes with global players like Thomson Reuters, CPA Global, Evalueserve and Questel. Its clients include telecommunication and technology companies in the US and Europe.

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General

Computable: IT Manufacturer HGS India Opens Office in The Hague

After acquiring Treparel, Evalueserve now holds an office on the HSD Campus. HSD (the Hague Security Delta) Campus is the national innovation center for the security cluster, founded by the Hague and with the support of the European Union (ERDF / Opportunities for West).

Read More
Investment Research
General

Investment Research

Help your analysts strike the optimal balance between conducting research and other essential tasks such as expanding coverage and meeting clients. We’ll provide efficient research support so you can focus on your customers.

Read More
General

Improving Cross-Sell Strategies in Retail Banking

Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.

Read More
General

Active Online Listening for Precise Media Monitoring

Aware of the potential of social media as a source of marketing, strategy, and adverse event information, a major pharmaceutical company wanted to invest in AOL.

Read More
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