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

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.

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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.

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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.

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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.

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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%.

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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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