Explore the transformation of research distribution at a top investment bank with Insightsfirst, offering advanced search, interactive visualizations, and real-time insights for improved efficiency and engagement.
Check out key takeaways from our discussion on AI & transformation in financial institutions at our Executive Exchange in New York.
Check out four key takeaways from our discussion on digital transformation in banking at our Executive Exchange in London.
This paper looks at the basics of the traditional approach, proposes a new framing and shows how it can be implemented with consensus expectations.
Becoming sustainable is now vital for all sectors, driven by increasing customer, regulatory, and shareholder demands to reduce carbon emissions, reshaping how resources are procured, distributed, and utilized.
Explore the impact of China’s Q3 2023 GDP growth on research operations, investment opportunities, and the potential for increased demand in the Chinese stock market.
Leveraging the surge of interest in Generative AI to tackle core enterprise-wide issues: data accessibility, real-time insights, and data-driven decision-making.
Explore how you can accelerate the investment banking deal cycle by embracing generative AI and other technologies to automate pitchbook generation.
Discover how Tabula-Py, a Python library, revolutionizes data extraction from PDF tables, streamlining financial research processes and reducing human error.
Enhance Investment Banking operations with Evalueserve’s comprehensive support, including deal execution, market analysis, and process optimization.
Discover Presentation & Design services by Evalueserve, offering investment banking and private equity clients tailored solutions, pitchbook creation, and 24×7 global support.
Discover Evalueserve’s expert support services for Investment Banking & Private Equity clients, offering CRM support and data-driven insights for enhanced efficiency & decision-making.
Discover Evalueserve’s business information services, combining domain expertise and automation for faster turn-around time, and cost optimization.
Discover how India’s recent lithium discovery fuels the electric vehicle revolution, transforming the country’s green energy sector and boosting self-sufficiency in battery production.
Discover how Excel add-ins revolutionize data retrieval and consolidation in Excel, boosting efficiency, reducing errors, and saving valuable time for analysts.
Evalueserve provides client research support to fixed income trading desks of a multinational bank based in Canada. Our partnership led to better insights, accurate and timely updates, and efficient load management during peak time periods.
Evalueserve provides credit review and underwriting support to a multinational bank, leading to efficiencies across the credit research spectrum.
Evalueserve leverages its research and modeling capabilities to support its client, a multinational financial services firm, and its ESG advisory teams in its CIB division. The partnership yielded significant benefits such as disseminating ESG knowledge, providing holistic insights, and aiding in target screening, demonstrating Evalueserve’s commitment to promoting a more responsible financial landscape.
In the Power & Utility sector, M&A activity has declined due to inflation, high-interest rates, geopolitical uncertainties, and volatile commodity prices. Despite this, a rebound is expected in near future fuelled by available capital, energy transition, supply chain security, and value opportunities in the current macroeconomic setting
Explore the latest insights on global investment banking in our detailed H1’23 review. Learn about M&A, ECM, and DCM markets amidst economic uncertainty and pent-up demand for deals.
Our latest blog dives into the current state of the Over-the-Top Streaming market and what to expect from the industry in the second half of this year. Aggregation and consolidation are expected to reign big in the remaining part of the year. We look at the competitive landscape, consumption patterns, and the trends we expect to see in H2 of 2023.
A recent blog by our team digs deep into factors influencing real estate valuation which is required for a variety of purposes like financing, sales listing, investment analysis, property insurance, and taxation. Evalueserve provide valuable services to investment banks catering to real estate investors. Read more to find out some ways Evalueserve assists in real estate valuation.
In H1’23, the financial system was put to the test by the ripple effects of the regional banking crisis and tightening of financial conditions, with some pockets of growth resulting from the resurgence of investor interest spurred by competitive valuations.
Explore the H1’23 capital market landscape, highlighting trends in M&A, debt, and equity capital markets, as well as the impact on investment banks and advisory firms.
Discover how Evalueserve’s financial analytics support transformed a top 10 global investment bank’s decision-making process and operational efficiency. With 110 skilled professionals covering 10+ sectors across 15 client offices, they achieved a 26% increase in volumes and saved over 1,000 hours/year, delivering high-quality insights for data-driven decisions.
We recently gathered with a group of top banking executives in NYC to discuss the business impact and high-potential use cases of generative AI. Here’s what we discussed.
Explore Evalueserve’s Artificial Intelligence and Machine Learning capabilities in the Risk domain for Financial Institutions.
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 our 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.
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.
A global investment bank headquartered in Japan encountered regulatory issues with its model monitoring. Together, the bank and Evalueserve created a model monitoring program.
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 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.
“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.
One of the world’s largest banks and a long-term customer turned to Evalueserve to resolve its corporate finance analytics challenges.
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.
When you think about sustainability, you probably won’t have Latin America at the top of your mind.
LatAm M&A activity slowed in 2020 due to volatility caused by COVID-19. Deal volumes declined through most of Latin America in 2020.
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.
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
The Investment Management industry has witnessed secular changes in structure, pricing, and asset flows.
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
The bank needed resources experienced in Financial Due Diligence who could provide end-to-end support, including creating a full-fledged FDD databook and report.
Discover the multiple ways that automation can make small but powerful changes to your KYC process.
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.
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%.
Risk data management is extremely important for banks, especially in times of financial crisis – and an efficient system for this task certainly has benefits.
Sector & Account Intelligence
MICI for Asset & Wealth Management
CI for Management Consulting Firms
ESG Intelligence for Asset Managers Fund Marketing & Digital Marketing Intellectual Property Management MICI for Real Estate
ESG Controversy Monitoring for Asset Managers
Patent Analysis
RPA For Risk Model Management
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