Financial Services Industry
Corporate & Commercial Banks
The Industry
Gain Speed, Efficiency and Accuracy in Overall Credit Review Process
Evalueserve has over 10 years of experience of supporting various commercial banks and financial institutions globally for their lending services. With this extensive domain experience, we have been able to build robust teams and working environment similar to bank’s inhouse banking system where we provide end to end lending services to our clients. Our service suite includes Facility Origination & Sales Support, Credit Underwriting, Portfolio Monitoring, Independent Review, Loan Servicing, Financial Risk Management etc.
Evalueserve also has experience of working on multiple lending platforms and credit risk models across diverse sectors.
Our Offerings
Various types of Banks and Financial Institutions we provide services to:

Commercial Banks
Manage end to end credit cycle activities starting from loan origination till portfolio monitoring. Major activities include financial spreading, risk rating, annual reviews and covenant monitoring
Corporate Banks
Credit underwriting support and management of large corporate lending facilities. Major activities include deal origination, pitches, annual/quarterly review, financial spreading, compliance certificate validation, monitoring external ratings etc.
Small Business Administration (SBA) and Challenger Banks
Credit memo underwriting support for small ticket loans, personal financial statements, tax forms, guarantor/business searches, collateral analysis, debt service assessment etc.
Mortgage Finance Companies
Support for mortgage underwriting, tenant quality/rent roll analysis, valuation report analysis, property loan reviews, debt service coverage & LTV assessment etc.
Reference Case
Boost Efficiency with Fully Automated financial spreading
Banks depend on fast, accurate financial spreading, but traditional manual processes are slow, error-prone and non-scalable. We helped a major US bank transform the chaos of hundreds of company financials into orderly, searchable financial data automatically with our patented software, Spreadsmart.
Related Resources
Optimize your outcomes.
Lending Transformation – Digital Way
In a world of traditional banking when a customer applied for a loan, it took weeks to get to the loan approval decision. Traditional banks made the process seem as difficult as swimming across an ocean!
Providing Credit Approval Support for a Leading Canadian Bank
A top-five Canadian bank wanted to manage the seasonal surge volumes associated with its commercial lending experience while managing regulatory requirements on time.
How Banks Should Tackle Climate Change Risk – An Evalueserve Perspective
Climate-related incidents are increasing, and institutions that are not adequately assessing risks will suffer unexpected financial losses. Banks’ perceived role in averting the course of climate change is also coming to the forefront of the public agenda, and any financial institution that is not proactively tackling the problem will likely be behind the competition in implementing future regulations as well as managing their portfolios.
Financial Spreading – Challenges and Solution
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
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.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
Insightsfirst
An AI enabled platform helping banks to identify market opportunities and early warning signals through differentiated competitive and market insights curated to specific needs of Corporate and Commercial Banks.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for corporate and commercial banks.
- Solutions for Financial Services
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
Talk to One of Our Experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.