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Financial Services

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

Choose your role
  • Financial Analysts
  • Research & Knowledge Management
  • Marketing & Strategy
  • Sales
  • Procurement & Supply Chain
  • Finance, Risk & Compliance
  • Intellectual Property
  • Research & Development
Global Markets Research

Help your analysts strike the optimal balance between conducting research and other essential tasks such as expanding coverage and meeting clients. We’ll provide efficient research support so you can focus on your customers.

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Investment Banking Support

Get the best value out of your team’s time. We’ll help implement productivity suites and standardized, coordinated approaches across offices and sector teams for regular work such as comps, profiles, research and BIS.

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Index & Quantitative Research

From efficient research to punctual production of compliant reports, Evalueserve offers support for index businesses.

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Customer Insights & Analytics

Gain a deep understanding of your customer data and translate it into effective relationship management strategies. We will support you with monitoring and analyzing everything from sales campaigns to customer service experiences.

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Business & Market Research

Using dedicated tools and models, our market research experts will help you quickly reach actionable insights about your competitive strengths, customers’ imperatives and market landscape.

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Risk Analytics

Comprehensive strategies for mitigation of credit risk, supplier exposure risk and price risk require thorough yet efficient analytics. We’ve brought together analysts, bankers and regulatory experts to develop comprehensive and compliant risk analytics solutions that are in use at some of the largest global banks and major corporations.

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Market Intelligence & Strategic Insights

Using dedicated tools and models, our experts will help you gain deeper insights about your competitors, prospects and target industries.

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Analytics Solution Structuring

How do you translate business needs into analytics strategies? Evalueserve has a unique approach to creating consistent, scalable governance frameworks that function across use cases and analytics levels.

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Sales & Marketing Analytics

Customer data can be used to inform customer-focused strategic decisions and help improve the ROI on promotions. Our analytic approach gives a single view across all data sources for deep actionable insights.

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Sales Enablement Support

Ensure your sales team are spending their valuable time with customers. Our researchers, analysts and industry experts will ensure your teams have everything they need to be competitive and increase their pipeline.

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Procurement & Supply Chain Insights

We have the experience and solution set to empower your team with live insights into the state of their dynamic supply chains.

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Procurement & Supply Chain Analytics

Gain deeper insight into your production, sales and logistics data to support forecast optimization, deployment strategies and more.

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Risk & Compliance

Do you have optimal processes for refreshing customer documentation such as KYC reports and performing handovers to relationship managers? We understand the challenges involved. Let us help you acquire information with minimum hassle to customers, deal with foreign language documentation and more.

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