Explore Evalueserve’s Artificial Intelligence and Machine Learning capabilities in the Risk domain for Financial Institutions.
Discover the latest trends in global M&A deals, green bond issuance, and ECM activity. Learn how investment banks are navigating the current economic landscape in Q1’23.
In Q1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and the tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations
Explore the role of Small Business Administration (SBA) in supporting American small businesses through systemic crises. Learn how the SBA has been standing firm behind small businesses and keeping them afloat in challenging times.
Use Generative AI in banking to accelerate Enhanced Due Diligence (EDD) research and gain deeper insights for better risk management.
FY 2022 was a challenging year for investment banks. However, hopes are higher for FY 2023. Here are 9 takeaways from our FY22 Investment Banking update.
Evalueserve’s investment banking experts put together an in-depth review of how the industry fared in FY 2022 and where it’s expected to go in FY 2023. This report includes a round-up of the activities and performances of many major investment banks and M&A advisory firms.
In this article, we discuss how the automation efforts have brought exemplary gains in Investment Research using a data extraction tool developed by the Emerging Markets (EM) team as a reference case.
A global investment bank headquartered in Switzerland partnered with Evalueserve for over a decade to improve the junior banking experience. Today, junior bankers at the investment bank are assisted by Evalueserve’s full Deal Automation Suite.
In our detailed Q3 review of the global investment banking industry, we have discussed the M&A, ECM, and DCM markets, along with the performance of bulge bracket investment banks and M&A advisory firms.
How Private Equity bracing for slowdown next year. Read more in our latest blog to find out.
The Middle East banking industry has been witnessing knock-on effects of the pandemic, volatile oil prices, and intensifying multi-dimensional disruptions. However, it has been able to withstand these pressures and bounce back strongly.
SPACs took the world by storm in 2021, however it also attracted the attention of regulators along with investors. 2022 proved to be the year of deceleration for SPAC industry but possibly it will speed up again in 2023. Read more in our latest overview on SPAC
A leading Canadian bank possessed a large model data set from disparate sources. Evalueserve cleaned, standardized, and transformed the data set.
The biggest challenge for investment bankers is speeding up turnaround time while working on detailed and informative pitchbook presentations. Investment banking clients of Evalueserve can take use of a full range of presentation design services, including the templates and layouts creation, formatting support, and the pitchbook support using our in-house bankers’ productivity suite – Pitchready.
Summary A global investment bank headquartered in Japan encountered regulatory issues with its model monitoring. Together, the bank and Evalueserve created
We recently hosted an Investment Banking Executive Event in New York where senior leaders at top banks discussed Investment Banking trends such as the roles of AI, CRM, and Data Science in junior banker retention.
The first quarter of the year has been characterized by geo-political tension, inflationary concerns, and extreme market volatility. These have had a detrimental impact on the investment banking revenues of all the bulge bracket banks. The only light at the end of the tunnel seemed to be the ‘normalisation’ of interest rates and a heightened trading activity which served as a surprise bailout factor.
Evalueserve built a series of risk reporting microservices to help a Japanese investment bank meet regulatory requirements.
The Cannabis Industry has been emerging as a multi-billion dollar industry with legalization continuing to evolve amid growing public support and favorable bills and acts. North America, one of the major contributors of the Global Cannabis Market generated a net sales of $22.9 billion in 2020 and is expected to grow in line with the Global CAGR of ~17% for the next 5 years and reach ~$50 billion by 2025.
The ongoing geo-political tensions, inflationary pressures, and extreme market volatility has halted investment banking revenues of the bulge bracket banks in the first quarter of 2022. However, advisory revenues remained robust as firms ramped up their internal pipelines and hired senior executives.
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 review of the Q1 2022 results of the US bulge bracket investment banks captures the key factors impacting growth and the potential path forward.
Our detailed analysis of the 2021 Global Investment Banking review captures the trends in the M&A, ECM & DCM markets, and full year performance of bulge bracket investment banks & M&A advisory firms.
Over the last couple of years, the COVID-19 pandemic has reshaped markets and sectors, especially in terms of consumer behavior.
“With great risks comes great reward,” especially in banking. Banks are in the business of taking on financial risk to generate profit. However, the stakes are high, and the downside potential is huge.
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 One of the world’s largest banks and a long-term customer turned to Evalueserve to resolve its corporate finance analytics challenges.
ESG efforts have seen three-fold increases over the last decade. With modern technology and the need for sustainable investments, companies and
As the fight against COVID-19 continues, economic recovery across economies has been diverging due to differences in the pace of vaccine rollout and policy support. Mass vaccination drives by advanced economies are driving positive market sentiments.
A global investment manager with over $800bn assets under management struggled with operational efficiency and marketing effectiveness.
Competition in the private equity game has continued to heat-up over the past few years as more capital has flowed in, leading to higher prices for fewer deals.
LatAm M&A activity slowed in 2020 due to volatility caused by COVID-19. Deal volumes declined through most of Latin America in 2020.
A mid-tier advisory firm approached Evalueserve for a comprehensive assessment of its client, a retail company with stores across Spain, looking to increase its offerings and scale-up and renovate its existing stores.
The COVID-19 pandemic and related lockdowns brought the global M&A market to a halt in H1 2020. Both domestic and cross-border deals declined, amid the pandemic-induced uncertainties.
The COVID-19 pandemic severely affected the North American consumer and retail sector in 2020. The nature of consumer spending changed drastically in 2020, as shoppers focused on buying essential items, rather than non-essentials.
We bring ways that asset managers can stay competitive into a post-Covid world.
Strong Rebound in M&A in Q3 2020 with Value of Announced Deals up 41% Y-o-Y and strong ECM Activity across IPOs, Follow-ons, and Convertibles
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.
Globally, the M&A activity slowed down in H1 2020, with USD1.2 trillion of deals announced during the period, which was the lowest first half value recorded since H1 2013. The number of announced deals during the period also declined to a six year-low.
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
Discover the multiple ways that automation can make small but powerful changes to your KYC process.
ESG investing – still not convincing financial advisors? See what will make them drive the demand for it and how asset managers can support them.
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.
What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.
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.
Dividend stocks are often associated with older investors looking for a regular yield, while young investors target short-term price movements. But does the relentless pursuit of price returns actually work?
MiFID II is revolutionizing the way investors pay for their research. Check the most recent trends emerging in the research industry and see how much buy-side can expect to pay for research, and what will they be willing to pay for.
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 helped a major US bank transform the productivity and accuracy of their financial spreading process with our patented financial spreading software, Spreadsmart.
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.
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