In a constantly evolving Asset & Wealth Management industry, the client wanted to have a comprehensive view on the digital financial planning, advice, guidance and educational resources/tools that competitors provide and benchmark them with their own capabilities to identify the gaps and subsequently address these gaps.
A Fortune 100 Financial Services firm offering investment, advice and retirement solution wanted to analyze value proposition and differentiation strategies of key competitors’ and identify implications to their evolving strategy and value proposition.
A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.
In rapid and fast evolving Asset & Wealth Management industry, the client wanted to have a comprehensive product benchmarking across capabilities to identify the gaps and subsequently address these gaps by zeroing in on the most critical capabilities.
As we transition through the first quarter of 2022, the team at Evalueserve brings you another iteration of our M&A Recovery Report for eight major M&A markets. Click here to read deeper insights on M&A Trends and Outlook in Q1 2022.
Our detailed analysis of the M&A and Capital Markets landscape captures deep insights into the investors’ behavior, consolidator’s dry powder, M&A appetite across sub-sectors, availability cash runaways, SPACs’ sustainability and key sectoral outlook, among others.
As we approach the end of 2021 it seems that the Financial Services Industry’s pandemic driven headwinds have finally bottomed out.. The resurgence of ‘big ticket’ deals during the year has proved to be a light at the end of the tunnel after a difficult 2020.
Context A global top five wealth management firm running a multi-channel demand generation program sought to optimize its marketing analytics through
May 25, 2021
With emerging rules and regulations on ESG reporting and increased sustainability mandates, Investment Managers must take a deeper dive into their portfolios.
Most global asset managers have multiple market and competitive intelligence teams spread across the enterprise that is responsible for providing market insights.
Factsheet automations are only successful if they are supported by robust data processes.
The client wanted to improve their overall process for creating factsheets from the bottom up.
Perpetual (always fresh) Know Your Customer (PKYC) is the ongoing process by which financial organizations continuously aggregate and update customer information with the aim to use it for risk management.
KYC as risk management, rather than data management, remains elusive for financial services firms as well as for the high-value goods and other industries
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
A month after April 2020, when oil futures traded negative for the first time in history, markets are still wary, although
A private equity firm that was handling increased deal flow needed to scan multiple opportunities, analyze significant amounts of target company data, and build and analyze standard financial models.
A private equity firm focused on the food & beverage industry wanted to understand the impact of the COVID-19 shutdown on its portfolio companies.
The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.
Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.
Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?
The key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.
The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?
See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.
As digital transformation advances, many are turning to automated marketing solutions – but they’re still overwhelmed by their workflow.
Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.
We set up a dedicated team with experience in credit risk model monitoring and various data analytics tools, including SAS. A senior risk specialist supported the team.
The client’s credit risk reporting and analytics team were tasked with meeting the reporting and analytical needs of credit risk managers across the WIM line of business.
We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.
Evalueserve, a global provider of research, analytics, and data management services, has launched a new product – Pitchready, a productivity suite that offers fast and configurable pitchbook solutions to investment banking and advisory firms. The software saves 95% of time spent on adding logos to a pitch book and 80% of time spent on creating tombstones. Overall, it increases formatting efficiency by 50%.
We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.
Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.
Data & Analytics
Data Engineering & Cloud
Customer Insights
Competitive & Market Intelligence
Marketing & Sales Enablement
Strategy & Planning
Supply Chain
Private Capital Advisory
R&D & Innovation
Intellectual Property
Pricing
ESG
Lending Services
Investment Banking Advisory
Financial Risk
Nonfinancial Risk
Investment Research
+ View All Solutions
Financial Institutions
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management Firms
Private Equity & Venture Capital Firms
Corporates
Technology & Telecom
Life Science & Healthcare
Manufacturing & Industrial Goods
Energy
Chemicals
CPG & Retail
Logistics & Transportation
Development Sector Practice
Professional Services Firms
Consultancy & Advisory Firms
Legal Firms
Real Estate Firms
Education & EdTech Firms
© 2023 Evalueserve. All rights reserved.
