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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.
Consulting
Knowledge Services
Analytics
Digital
Platforms
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.
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.
Risk & Compliance
The ever-increasing regulatory oversight and risk & compliance reporting requirements in financial services put significant pressure on your teams. Augument 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.
Index & Quantitative Research
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.
Consulting
Applied | Operationalized | Optimized
Our experts identify opportunities to create sustainable efficiency in all business processes. We apply a robust approach that integrates domain expertise, insightful analytics and best-in-class solutions to improve the impact of:
- Knowledge processes
- Business processes
- Digitalization & digital transformation
Knowledge Services
Insightful | Enabling | Customized
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.
Discover moreDigital Platforms
Scalable | Configurable | Intuitive
Desktop toolkit to automate pitchbook creation
Web-based workflow system with knowledge management capabilities
Patented software for faster and more accurate financial spreading
Modern digital collaboration tool and content management platform for investment banks