The Industry
Uncover Asset and Wealth Management to Fuel Growth
The asset and wealth management industry is rapidly evolving and undergoing a digital transformation that was catalyzed by COVID-19 and the emergence of a new era of investors. While digitalization should be a top priority, investment managers cannot ignore the growing demand for ESG investments or the consequential regulations.
Firms need to adjust their strategies immediately to engage their target audience and meet their shifting needs. It is more imperative now, than ever before, to have a deeper and timely view on the changing competitive landscape, upcoming industry trends, tech disruptions, product innovations and regulations. In addition, finding the right tools to revolutionize operating models and unlock data-driven analytics must be a top priority for investment managers if they want to remain competitive.
Access a full suite of Evalueserve’s solutions and utilize our domain expertise, pool of data analysts and engineers, and proprietary technology. These will help you transform your processes, harness actionable competitive intelligence and gain crucial decision-making insights.
Market & Competitive Intelligence
Timely access to differentiated insights for quick, more informed, and accurate decision making. Stay abreast on market developments to discover new business opportunities, exploit your competitors’ weaknesses and learn from their strengths to create a robust business strategy, differentiate your product offerings in the most optimal way to stay ahead in the industry, and frame a more effective brand & marketing strategy to stand out from the competition.
ESG Solutions
We offer solutions that support various sustainability-related requirements of Asset Managers. Our consultative approach goes beyond data and includes custom methodologies, developed in consultation with clients, to achieve desired results. We work in tandem with AM firms, build their internal sustainability aligned ESG framework, and support them with transparent, comprehensive and comprehendible sustainability assessments
Evalueserve offers multi-faceted support to AM firms across their sustainable investment processes. We dig deeper, assess, and score portfolio companies to identify and mitigate the risk of greenwashing with supporting data and best practices.
Fund & Digital Marketing
Acquire end-to-end marketing solutions, including content production and reporting, design & editorial, distribution, and data management. We can also streamline your workflows and content creation through automation to save valuable time.
Customer & Marketing Analytics
Deep dive into your Wealth and Asset Management data to drive new business and strengthen customer relationships. Put the relationship at the center of your analytics programs and build reach, tailor made, customer journeys with actionable insights. Don’t just analyze, generate, distribute, activate and track qualified leads that can bring Marketing, Sales, Advisors and Relationship Managers under one orchestrater effort for a better customer experience.
Investment Research
Receive actionable insights by our expert analysts across equity research and credit research strategies to propel investment decisions. Our team leverages our propriety technological solutions for faster assessment of ideas and fundamental analysis.
Reporting
Streamline your processes and improve accuracy across numerous different types of reports: ESG reporting and disclosures, 2a-7 reviews, LEI request processing, client and management reporting, and more.
Reference Case
Global Investment Manager Improves Marketing Turnaround Time by 30%
A large global investment manager was struggling with marketing efficiency and effectiveness. They were looking for a partner to help them streamline content production, build an analytics roadmap, and develop an operational plan.
Related Resources
Optimize your outcomes.
Improving Brand Positioning and Revamping Marketing Strategy with Competitive Intelligence
A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.
Whitespace Analysis and Actionable Recommendations with Product Benchmarking
In rapid and fast evolving Asset & Wealth Management industry, the client wanted to have a comprehensive product benchmarking across capabilities to identify the gaps and subsequently address these gaps by zeroing in on the most critical capabilities.
Global Asset Manager’s Product Team Accelerates Strategy Development and Competitor Response Through Insightsfirst
A global asset manager needed our help with creating a comprehensive and real-time solution for their product team that would support their key functions of market monitoring, innovation scouting, and strategic planning.
20% accelerated Market Response for Global Asset Manager’s Market Insights and Strategy Team Through Insightsfirst
Most global asset managers have multiple market and competitive intelligence teams spread across the enterprise that is responsible for providing market insights.
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for investment banking needs.
Pitchready
Modernize pitchbook creation with Pitchready, a PowerPoint add-in for faster, easier access to client-ready logos, tombstones, and templates.
Compsbuilder
Accelerate the valuation process with a one-stop platform for trading comps and benchmarking data. Automatically remove duplications and standardize data for re-use.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
