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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

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
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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

Quickly and confidently prepare pitchbooks with Pitchready, our suite of PowerPoint-based tools designed to support investment bankers. By automating repetitive tasks such as the finding, cleaning and formatting of logos and tombstones, and providing standardized templates and graphic elements, Pitchready helps to increase productivity, with proven time savings of 80–95% for routine tasks. Discover how this intuitive tool can fit into your IT environment and make your daily work easier.

Evalueserve's Research Management Solution (RMS) streamlines the report request procedure, making it possible to request and receive reports on desktop and mobile devices 24/7. This versatile solution includes critical functions for performance tracking and MIS reporting, as well as a fully searchable repository of tagged and indexed reports to ensure efficient knowledge re-use. See how RMS could improve the productivity of research workflows at your company.

Evalueserve's Research Management Solution (RMS) streamlines the report request procedure, making it possible to request and receive reports on desktop and mobile devices 24/7. This versatile solution includes critical functions for performance tracking and MIS reporting, as well as a fully searchable repository of tagged and indexed reports to ensure efficient knowledge re-use. See how RMS could improve the productivity of research workflows at your company.