Financial Services

In the highly regulated financial services industry, being compliant and mitigating risk are as important as understanding your customers and market. We have over 15 years' experience working with capital markets and commercial, retail and investment banks. We've channeled that knowledge into developing research and analytics systems to help our clients stay relevant, competitive and compliant.

Service Design Consulting

Knowledge
Services

Analytics

Digital
Platforms

8

of top 10 Global Investment banks

6

Global Commercial banks

8

Investment Management and Advisory firms

Service Design Consulting

Applied | Operationalized | Optimized

Our multi-disciplinary approach is based on the 3 pillars of business context, experience design, and process acceleration components. We leverage our Agile D3 framework to co-design customized solutions while constantly identifying new areas for driving efficiency.

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Analytics

Comprehensive | Strategic | Bespoke

See how we analyze and improve value drivers such as brand and channel effectiveness while keeping a strong ROI focus.

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See how we apply tried-and-tested use cases and bespoke solutions to improve topline, margins, market share and customer experience.

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Learn how we help to build a customer-centric organization by enhancing customer experience with data-driven
strategies.

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Digital Platforms

Scalable | Configurable | Intuitive

Desktop toolkit to automate pitchbook creation

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Web-based workflow system with knowledge management capabilities

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Patented software for faster and more accurate financial spreading

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Modern digital collaboration tool and content management platform for investment banks

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Get the highest-quality view of your IP and R&D data when and how you need it

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See how our clients have benefited
case study
Make your model validation 50% more efficient

See how the right automation & smart process design can transform your risk model management.

case study
Make Risk Management Compliant, Robust, and Fail-Proof

Supervisory guidance note SR 11-7 mandates that all US-based banks must maintain rigorous governance mechanisms for model risk management. What can your bank do if your credit risk modeling ...

case study
Access High-Risk Analytics Powered by Automated Tools

Wealth and investment divisions: see how you can meet all targets while ensuring compliance with the BCBS 239 guidelines.

case study
Leverage Analytics to Boost Operational Risk Management

Wealth management and investment management teams are under increased pressure to perform combined analytics as part of operational risk management. This is due to demands for analytical rigor from ...

case study
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 ...

case study
Boost Efficiency with Fully Automated Financial Spreading

Banks depend on fast, accurate financial spreading to process credit applications promptly and minimize risk, but existing manual processes can be cumbersome, inaccurate and slow.

case study
Improving Cross-Sell Strategies in Retail Banking

Proper use of customer data can inform effective cross-sell strategies. Discover how a system for generating individualized reports helped a U.S. retail bank improve their customer loyalty and share ...

Why Evalueserve
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.