
Advisory Firm Improves Conversion Rate by 60% Through Evalueserve’s Opportunity Radar Platform
A mid-tier corporate finance and restructuring advisory firm focused on the UK market was also facing these challenges.
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A mid-tier corporate finance and restructuring advisory firm focused on the UK market was also facing these challenges.
RPA for Model Risk Management has become a rising topic in the risk and compliance space, as Model Risk Management (MRM) teams have started to look at the use of robotic process automation (RPA) to help ensure that their models are meeting regulatory requirements and the bank’s financial standards.
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.
Fintech stocks outperformed the S&P 500 due to a strong demand for digitalization. Banking stocks, on the other hand, have suffered the most due to existing pressure on margins due to the recent cuts in interest rates and expected continuous increase in non-performing loans due to the overall economic slowdown.
As of May 2020, four European monetary zones (the Eurozone, Denmark, Sweden, and Switzerland) along with Japan are firmly in negative interest rate territory.
Making Credit Risk Review Process Faster, Accurate and More Efficient.
To better understand how this technology is being used, and evaluate its growth trends for the future, Evalueserve conducted an in-depth report compiling 15 years of data, patent documents published around the world, scientific articles, existing products and the latest news in the Blockchain domain. The report reveals rapid growth for Blockchain technologies across all these sectors.
As Covid-19 has continued to progress, the global fiscal spending by G20 nations to contain it have been higher than what
Climate-related incidents are increasing, and institutions that are not adequately assessing risks will suffer unexpected financial losses. Banks’ perceived role in averting the course of climate change is also coming to the forefront of the public agenda, and any financial institution that is not proactively tackling the problem will likely be behind the competition in implementing future regulations as well as managing their portfolios.
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.
The performance of factors in the US and other developed markets have been widely studied.
Analyzing the impact on private equity interest in the beleaguered sectors of automobile, travel, oil and gas, and power, we observed sharp declines in total deals and PE investments. In this article, we detail the above sectors’ current status, highlighting the key measures that private equity firms could take to deal with the challenges posed by the crisis.
Even as COVID-19 continues to spread, the burden of the disease is asymmetrically distributed; countries find themselves at different stages of the pandemic. Some nations that succeeded in initial containment of the virus, such as Singapore and Hong Kong, are now witnessing a resurgence
China is almost 4-10 weeks ahead of rest of the world when it comes to Covid-19 outbreak and its implications for the country’s economy. Not surprisingly, Covid-19 had a strong negative impact on China’s GDP during Q1 2020 with projected Q1 Real GDP growth expected to decline from pre-Covid-19 projection of 5.9% YoY growth to post Covid-19 projection of 0.2% YoY growth for Q1 2020. Projections are as of Mar 31, 2020.
Monetary policies and quantitative easing (QE) across the globe are aimed at promoting liquidity and stimulating credit, but the demand shock will require expansive and ongoing fiscal stimulus. Banks with credit exposure to vulnerable sectors like Energy, Hospitality and Leisure, Retail, Airlines, and Industrial products are likely to see loan-loss reserves increase as default rates tick up.
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.
Facebook surprised the market by announcing its intention to launch Libra, a new global currency powered by blockchain technology.
Evalueserve supported a leading mid-market-focused PE firm to manage the data and financials of its portfolio companies.
Evalueserve helped a PE client to manage and analyze its portfolio company’s unstructured data and profitability trends.
A month after April 2020, when oil futures traded negative for the first time in history, markets are still wary, although
A leading M&A advisory firm was looking for solutions to manage staffing issues amid peak workloads without onboarding full-time employees and compromising data confidentiality.
COVID-19 has taken the world by storm, and for the first time since the Great Depression, both advanced and emerging economies are plunging into recession simultaneously.
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.
ESG Solutions Sustainability Solutions Accelerate sustainability strategy development and decision-making Talk to an Expert Environmental, Sustainability, Governance Align Your Organization Through
The COVID-19 pandemic has emerged as a grave threat for both global health and the economy.
Public and regulatory attention to the impact of COVID-19 on banks has been rightly focused on credit quality.
The Global Lockdown May Accelerate Automation And New Ways Of Working With Lower Costs.
Imagine yourself in a Harry Potter movie, reading a newspaper with pictures that move and characters that smile and wave to you! How cool would that be?
As Covid-19 continues to spread, the burden of disease has been asymmetrically distributed, as countries find themselves at different stages of the pandemic.
Covid-19 has caused significant disruption to our way of life, with many changes expected to outlive the current crisis.
The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.
How often do you find yourself or your team members tied up in essential but repetitious tasks?
Financial statements, SEC filings, management presentations, etc., have long been the only reliable data sources for analysts. Not anymore.
Discover the multiple ways that automation can make small but powerful changes to your KYC process.
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?
A top global bank needed our help with making process improvements to flag high-risk accounts.
The bank needed help with bringing together and refining diverse risk management processes surrounding their high-risk portfolio management, in order to improve their report turn-around times.
A leading US investment bank was struggling with providing the right number of staff with the right language skills at the right time, in order to deal with the peaks and troughs in enhanced due diligence work.
The Insightsfirst platform solution allowed this client to identify and take timely action on relevant, recent, and valuable potential opportunities in the payments market.
ESG investing – still not convincing financial advisors? See what will make them drive the demand for it and how asset managers can support them.
What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.
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.
Increasing importance of data lineage and advent of machine learning indicates that traditional and new risk models will co-exist, as the MRM life cycle is optimized. But what will help minimize teething pains associated with this growth phase? Find out more in this blog.
The client needed a solution that would not only streamline the update process, but convert the marketing handout into a digital format, with interactive and engaging charts.
Our client’s existing offshore strategy was based on a dedicated one-toone support model, with very few analysts having access to offshore teams.
Our Automated Model Update Solution reduced the time spent on updating financial models dramatically. Research associates were able to save approximately 40-70% time on model updates.
We helped a leading US investment bank to decompose the process of validation and to automate key processes for testing and documenting, delivering significant time savings and business benefits.
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.
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%.
Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.
The GDPR, which comes into force on May 25, 2018, should be a top priority for all your departments if your company has operations in the EU.
MiFID II regulation provides transparency and investor protection, however, the European Union’s new approach creates conflict for US-based firms where bundling research is a common practice. So what is the need for the US to be compliant?
As procurement teams shrink, CPOs are looking at new ways to realize savings, increase spend under management and take a strategic view of sourcing – without increasing headcount.
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.
The client wanted to leverage freely available meteorological data to improve predictions of pesticide sales.
One of our clients invited our chief strategist to help them assess the proposal they had received from a prominent AI tool. See why he believes AI providers are not spending enough time on the analytics value chain before pitching their services.
The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.
The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.
Brexit – a work in progress, with everything still to pay for. This industry insights examines the economic and commercial impacts of Brexit, including the key factors you should consider if your portfolio covers UK firms.
The Markets in Financial Instruments Directive (MiFID II) is expected to have a global impact on how the buy-side consumes sell-side research.
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.
Sell-side research is seeing a range of disruptive changes that are currently redefining the marketplace. Delivering reports that provide newer and deeper insights are needed more than ever before. Is the use of intelligent automation a defining factor in this race to survive?
The client was losing market share due to increased competition from other market leaders and new service providers. They had access to considerable internal and external data but lacked the bandwidth to perform detailed analyses.
Database subscriptions are a necessary expense, but many financial services companies are finding they spend more than they need to.
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.
Using dedicated tools and models, our experts will help you gain deeper insights about your competitors, prospects and target industries.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
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