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.

Talk to an Expert

Financial services solutions

We have over 15 years’ experience working with capital markets and commercial, retail and investment banks. We’ve channeled that knowledge into helping our clients stay relevant, competitive and compliant.

  • Risk & Compliance

    The ever-increasing regulatory oversight and risk & compliance reporting requirements in financial services put significant pressure on your teams. Augment their strength with our risk analytics and reporting solutions, which have been designed by experts to be customizable to each client’s particular needs. We’ll help you remain compliant while still improving productivity.

    learn more

  • Investment Banking Support

    Evalueserve provides bespoke solutions to bulge bracket investment banks, mid-market firms, boutiques and consultants, serving functions including IBD analytics, BI & library services, CRM & business development, and publication. Our sector experts and trained analysts use proprietary platforms and processes to yield significant efficiency in all our work.

    learn more

  • Corporate Banking Support

    Evalueserve understands the requirements that Corporate Banks need to fulfill, and what it takes to stay ahead. Our focus on digital transformation, process re-engineering, insightful customer analytics, operational flexibility, and customized solutions help us solve an array of challenges for our clients across the entire Corporate Banking value chain.

    learn more

  • Commercial Banking Support

    Evalueserve, with its in-depth understanding of credit process and vast experience across commercial banking divisions, helps clients in cutting down time to market for their loan approval and monitoring. Our industry leading technology tools, domain expertise across sectors and products, flexible staffing models, and, large pool of trained analysts can help you considerably improve efficiency and manage the cost of the overall credit approval process.

    learn more

  • Global Markets Research

    We’re ready to leverage our experience with capital markets to differentiate your research. Our mind+machine™ approach enables the publication of a higher volume of research with fewer resources and no loss of quality: we deliver deeper, better and fresher insights that give the truest picture of the market.

    learn more

  • Index and Quant Solutions

    Evalueserve experts have developed solutions for the whole index and quantitative research value chain. We are ready to help our clients to develop superior index strategies and processes for calculation, maintenance, publication and reporting of indexes. Using proprietary platforms, automations and processes, our team can help you significantly improve your impact in this important area.

    learn more

  • Investment Management

    Our service design and delivery solutions for investment and asset managers will help you create better products, deliver better service and sharpen up your operations. By combining your financial expertise with our proven skills in research, analytics and marketing, you will be able to streamline your internal processes and increase efficiency by 20-50%.

    learn more

What our clients say

"I cannot tell you how thankful I am for the partnership you always provide, and the diligence and thoughtfulness you put into each request... I cannot count the number of hours this helped to save on our end... Thank you both tremendously for all of your partnership and helping us to meet another milestone on time!"
Director of Financial Operations,
Top 5 Global Bank

Comprehensive mind+machine™ capabilities

  • Service Design Consulting

    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.

    Read More

  • Knowledge Services

    With 15+ years’ experience working with capital markets and commercial and investment banks, we empower our clients with end-to-end solutions across financial service verticals. Ranging from insights and intelligence needed to stay competitive to process-led solutions to remain compliant.

  • Analytics

    Our analytic solutions, coupled with custom application development and micro-automations brings efficiency to your processes while also retaining rigor and quality.

    • Sales & Marketing Analytics

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

    • Pricing & Revenue Management

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

    • Customer Insights

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

  • Digital Platforms

    • Pitchready

      Pitchready is a power-point based suite with smart productvitiy tools for investment banking research and analytic workflows that drives consistency and quality.

    • Researchstream

      Researchstream is an end-to-end research workflow management platform that facilitates research by modernizing research workflow for greater effieincy and configurability through configurable elements and cutting-edge technology.

    • Spreadsmart

      Spreadsmart is an automated application that enables faster data extraction from financial statements using proprietary algorithims and powerful OCR technology for high accuracy.

    • Publishwise

      Publishwise is an intelligent content management platform that optimizes the content marketing journey for asset managers by enhancing productivity by 35% and reducing turnaround time by over 30%.

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.

Talk to an Expert