Industry Overview
Financial Institutions We Support
We have over 15 years’ of 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.
Investment Banking Advisory
Comprehensive solutions to keep your deal teams, product groups and sector groups at the top of their game.
Corporate & Commercial Banks
Drive efficiencies in the overall credit approval process for corporate and commercial banks.
Asset & Wealth Management Firms
Differentiate, scale and market your products more effectively with domain-specific AI.
Private Equity & Venture Capital Firms
Optimize and accelerate deal flow.
Index Providers
Accurate, scalable and auditable solutions across investment strategies and structured products.
Solution
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.
Solution
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.
Solution
Corporate Banking Support
Evalueserve understands the requirements that corporate banks must 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.
Solution
Commercial Banking Support
Cut down time to market with our loan approval and monitoring, thanks to our in-depth understanding of the credit process and vast experienece across commercial banking divisions. Our industry-leading technology tools, domain expertise across sectors and products, flexible staffing models, and a large pool of trained analysts can help you considerably improve efficiency and manage the cost of the overall credit approval process.
Solution
Investment Research
Differentiate your research by leveraging our experience with capital markets. Our 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.
Solution
Investment Management
Create better products, deliver better service, and sharpen up your operations by using our service design and delivery solutions for investment and asset managers. 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%.
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for investment banking needs.
Pitchready
Modernize pitchbook creation with Pitchready, a PowerPoint add-in for faster, easier access to client-ready logos, tombstones, and templates.
Compsbuilder
Accelerate the valuation process with a one-stop platform for trading comps and benchmarking data. Automatically remove duplications and standardize data for re-use.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
Talk to One of Our Experts
Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.
