Employing generative AI in banking provides the unique opportunity to streamline lending services and enhance customer service. Explore 6 ways banks can use generative AI to revolutionize lending.
Discover how our deep-dive analysis helped a leading asset and wealth management firm revamp its fee schedule, align with industry norms, and encourage positive consumer behavior, ultimately enhancing revenue and client retention.
Discover how a Fortune 100 Financial Services firm improved its market positioning through a comprehensive competitor assessment, identifying key strengths and areas for growth, and refining its marketing and sales strategy.
Discover the transformative potential of GenAI in FinTech, driving innovation, improving customer experience, and reducing costs while addressing key risks and challenges.
Utilizing generative AI in lending has the potential to transform the financial world. There are, however, limitations that banks need to consider if they want to maximize the benefits of this new technology.
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.
Despite rising inflation and tightening credit measures, private credit is expected to remain strong. Discover 6 reasons why private credit is the future.
Discover how Evalueserve revolutionized a leading asset manager’s distribution process by optimizing the Seismic platform, resulting in improved data quality, reduced time to market, and a comprehensive knowledge repository.
The failures of SVB and Signature Bank underline how crucial risk management in banking is. Discover the key lessons banks can learn from the 2023 banking crisis.
To explore how generative AI is making an impact on the ground, we gathered with a group of banking executives in New York City. Michael Schrage from MIT and our Chief Technology Officer, Rigvi Chevala led the conversation around the business impact of generative AI, what it takes to succeed in banking, and high-potential use cases that are being explored. Here are some of the highlights.
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI for business growth while ensuring responsible implementation.
Explore Evalueserve’s Artificial Intelligence and Machine Learning capabilities in the Risk domain for Financial Institutions.
Despite global instability, prioritizing optimization, asset tracking, and data management through automation and innovation offers a path to recovery for the Oil and Gas industry.
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.
Discover how the North American consumer and retail sector navigated through macroeconomic headwinds in Q1 2023, including inflation, rising interest rates, bank runs, geopolitical risks, labor shortages, and raw material costs
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
PE firms are investing billions in ProSports franchises given the scarcity and strong returns delivered by the asset class. Despite many challenges, stakeholders are willing to work with PE funds for growth prospect.
The whitepaper explores the evolving landscape of private credit markets, highlighting emerging trends and opportunities for investors seeking alternative fixed income assets. It provides insights on the increasing role of technology and data analytics in shaping private credit investment strategies.
A Fortune 100 company wanted to understand how their competitors are cross-selling high-margin retirement and other financial products and services effectively, without incurring additional customer acquisition cost and without getting into any legal trouble for using personal data of their clients.
ChatGPT in Lending: Can Disruptive AI be a game changer in lending services? Read our latest white paper to find out.
Evalueserve’s white paper examines the recent US Banking Crisis from a regulatory and lending decision lens.
Companies rebrand themselves to re-energize their business. Rebranding is a very important strategic direction that a company undertakes. While there may be different reasons a company goes for rebrand however the objective is purely to tell the world what the new brand stands for showcasing its direction.
The Global Healthcare Industry witnessed a surge of deals in Q1 2023 as investors continued to view the sector in terms of its historical status as a “go-to” market during uncertain times.
The art of deal execution in investment banking is a delicate process of taking a potential M&A transaction from idea to completion. The process can be complex and requires knowledge & experience, with confidentiality being a key component to a successful transaction. Evalueserve offers an unmatched deal execution support, with particular focus on live M&A deal mandates, through its vast experience of working with large, mid-market investment and boutique advisory firms.
M&A deal volumes drop lower in Q1 2023 due to economic uncertainties, with APAC contributing just 30% of global M&A. Improved volumes in Japan were the bright spot. Expectations are for a more normalised level of M&A activity resembling pre-2021 levels.
Evalueserve’s view on regulatory technical standards for initial margin model validation under European Markets Infrastructure Regulation.
Over the last decade, market and competitive intelligence (MI/CI) has emerged as a focus area for all organizations, including asset management (AM) firms, looking to gain strategic agility.
One of the biggest challenges faced by asset and wealth managers today is updating marketing collaterals with ever changing compliance and regulatory changes in the industry.
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.
The corporate and product strategy team of a global commercial real estate (CRE) consulting firm was considering to enter the proptech business segment by building in-house capabilities and engaging in new partnerships or acquiring an existing brand.
Our client wanted to launch new ESG funds for European investors. For this, the client wanted to track current and prospective portfolio companies on various economic (E), social (S), and governance (G) parameters using a prioritization framework. The client also wanted to continuously monitor portfolio companies as required by the SFDR, SEC, and other ESG regulations.
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.
Discover how the Sustainable Finance Disclosure Regulation (SFDR) affects asset managers. Learn how complying with this EU regulation can reduce risk exposure and improve financial performance.
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.
In the last three years, the consumer and retail sector has witnessed more disruption and transformation in consumer behavior and preference than in the past two decades. In 2022, the consumer and retail sector continued to witness major economic headwinds, including an unstable geopolitical environment, a sharp rise in the cost of living, and a looming recession, which added more uncertainty to consumers’ purchasing behavior and, ultimately, to the sector’s performance.
Asia-Pacific (APAC) has not been immune from the global macroeconomic headwinds that built steadily throughout 2022. Now, the region is also
The OTT market, which was riding high on the analysts’ expectations pushed by the pandemic, remained subdued as pandemic restrictions were uplifted. The market is still growing but the growth rates do not match the previously announced expectations. It is anticipated to take another surge with the introduction of 5G services and 4K content, especially in emerging countries such as India.
The global financial services market underwent a significant change in 2022 as the world economy struggled to recover from the effects of a protracted epidemic. However, the deal volume from 2021 did not produce a straightforward figure that could be easily repeated. Therefore, as economic and geopolitical volatility took its toll, businesses appeared to have started concentrating on concluding the correct deals to support strategic growth and capital returns rather than expanding the volume of deals.
The US Federal Reserve’s monetary policy to tackle inflation has brought the government and the Treasury at odds with the Central bank. Bhashkar Upadhyay in his new blog has carefully noted down how “fiscal deficit” has become a point of contention among different stakeholders and how a failure to end the deadlock over the “debt ceiling” could have grave financial consequences on the markets.
Evalueserve recently conducted a survey of private equity professionals to understand the industry’s current state and gain insights into its direction in 2023. Here are 9 of the main takeaways from that survey.
The heightened level of risk in today’s world, combined with increasing regulations, necessitates that financial institutions employ RiskTech.
Private equity (PE) has had a great run in the last couple of years. However, we expect the PE industry to return to normalcy in 2023 as investors continue to seek stable, high-return investment opportunities in the face of economic uncertainty.
Financial institutions face a multitude of risks linked to operations, governance, and compliance. Because of the sector’s importance to global economies
The sharp decline in Global IPO activity in 2022 had a substantial impact on the financial markets, as it followed 2021.
The knock-on effects of COVID-19, labour force displacement, geopolitical uncertainties, and shortage of liquidity dominated discussion during 2022. The global healthcare industry is typically considered a recession safe haven, still faced financial strain due to these factors.
The team at Evalueserve, a provider of banking and advisory support services, is back with another iteration of our M&A Outlook Report, covering 10 Major M&A markets, as we move into 2023. M&A activity in 2022 took a drastic downward turn in the second half of 2022 driven by a global economic slowdown fueled by elevated inflation, higher financing costs and geopolitical conflicts.
One of the biggest challenges in ESG reporting according to investors is the lack of transparent and consistent data. It is important to understand and distinguish the challenges across the ESG data and insights value chain and then follow a piecemeal approach to address each of them. In this article, we will explore the three levels of the ESG data value chain and address these challenges and how to meet them.
A Confidential Information Memorandum (CIM) is one of the first documents a buyer receives during the M&A process. It is a descriptive resume of the company curated by the M&A Advisor on the seller’s side.
Published by Finextra
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.
Investment banks have undergone drastic changes during the pandemic and some of those legacies would continue in a post-Covid world. Alexia Fernandez aims to highlight this by explaining how Evalueserve has played a key role by adjusting to its client needs as they move their RSM-related functions online.
Our detailed analysis of the Global FIG M&A and Capital Markets landscape captures the probable answer through deep insights on Investors’ behaviour, Recovery of the banking sector, Key M&A themes…
After the global financial crisis, the Basel Committee on Banking Supervision (BCBS) issued the Basel III reforms to its standards to
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.
After a prominent Saudi Arabian bank acquired another large financial institution, they embarked on a five-year digital transformation plan.
A prominent Middle East bank wanted to automate its financial spreading efforts to ease pressure on its analysts and lower operational costs.
Deal activity across the global healthcare industry remained low, a stark contrast to the economic buoyancy witnessed during the same period last year. Investors continued to adopt a cautious approach amid the uncertainties related to global growth outlook…
Global O&G M&A activity slightly decreased in Q3 2022 amid indication of current global slowdown; however, North American M&A activity is up. Current geopolitical tensions and energy security is impacting the oil and gas sector majorly.
Despite low volumes, rising costs, supply chain interruptions, and lowered guidance in Q3 2022, the North American consumer and retail sector has continued to see modest growth, albeit at a considerably slower rate than in 2021…
In 2022, the prevalent geopolitical conditions and macroeconomic uncertainties caused a decline in broader market performance in general and the tech stocks declined to a high level, due to which sector experienced a downtrend in M&A and listing activity.
The risks to the M&A outlook for Asia Pacific markets are overwhelmingly tilted to the downside as rising prices continue to impact growth prospects worldwide. While taming inflation remains the top priority for policymakers, tighter monetary policies will inevitably have real economic costs.
The team at Evalueserve, a provider of banking and advisory support services, has undertaken research for the Over-the-Top (OTT) market globally and in India, covering Major Players and prominent modes of OTT streaming. The pandemic period has been a revelation for the industry with the market experiencing unprecedented increase in Market Size.
Supply chain disruptions caused by the pandemic and Russia’s invasion of Ukraine have led to the highest-ever inflation in decades in many major countries. It has since emerged as a serious concern in investor markets, including real estate.
In order to curb the growing influence of index providers on global asset market, the US SEC is tightening regulations on index players. Bhashkar Upadhyay in this research piece aims to examine the role of new regulations that would govern the producers of financial indices, challenges and concerns in implementing them, and their impact on the industry in general.
The global financial services market continued its frenetic pace of M&A and capital market activity at the start of 2022, keeping pace with a record-breaking 2021. However, it must be noted that the deal volume in 2021 did not yield an easy number that could be effortlessly replicated.
The year 2021 witnessed a renewed interest in liquid alternatives (alts.), and 2022 continues to see a strong inflow of funds. The primary reasons driving this inflow are volatile equity market returns, weakening policy support, higher interest rates and inflation, market volatility, and geopolitical turmoil, as they forced investors to critically think about portfolio construction and seek strategy changes.
The first half of 2022 saw ~USD 2.2 trillion of M&A deals being announced, ~21% lower than the same period last year and the slowest opening six months for M&A in two years. Technology, financials, and industrials accounted for almost half the total deal value in the first half of 2022.
The team at Evalueserve, a provider of banking and advisory support services, is back with another iteration of our M&A Recovery Report, covering 10 Major M&A markets, as we move through 2022. M&A recovery in 2022 took a drastic downward turn from the blockbuster start witnessed in the previous quarter on the back of growing concerns of a global economic slowdown.
On December 8, 2020, the Monetary Authority of Singapore (MAS) published the Guidelines on Environmental Risk Management for Insurers. These guidelines are aimed at improving the management of environmental risks by all insurers, in line with the expectations of the MAS.
These guidelines are aimed at improving the management of environmental risks by all banks, merchant banks, and finance companies, in line with the expectations of the MA
Deal making in the global healthcare industry has been relatively slow in 2022, compared with a blockbuster 2021. Investors were primarily forced to hold off on deal making because of the uncertainty regarding the global growth outlook.
In June 2022, the Prudential Regulatory Authority (referred as the PRA/ The Regulators henceforth) published its Consultation Paper (CP6/22) on Model Risk Management Principles for financial institutions. With this document, the PRA has set out its expectation on financial institutions’ model risk management and has termed MRM as a risk in its own.
The 2021 Climate Risk Management Guideline was published by the Hong Kong Monetary Authority (HKMA) in July 2021.
Banking authorities strive to ensure strong risk management practices, including the detection, disclosure, and management of risks emanating from climate change. These practices are critical to boosting banks’ resilience to climate-related events and risks.
On December 8, 2020, the Monetary Authority of Singapore (MAS) published the Guidelines on Environmental Risk Management for Asset Managers. These guidelines are aimed at improving the management of environmental risks by fund management companies and real estate
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
Cryptocurrencies have seen massive adoption and have become one of the hottest investment products for investors and asset managers alike. This increased uptake has been driven by its growth potential that it has demonstrated over the years.
A leading Canadian bank possessed a large model data set from disparate sources. Evalueserve cleaned, standardized, and transformed the data set.
As market headwinds pick up speed in the post-Covid phase, bankers and analysts at boutique advisory firms are busy in keeping the ball rolling under high volume of M&A deals. With the increasing volume of deals, many bankers are spending a lot of time on unstructured data of private companies, one of them being franchise companies.
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.
As per financial data provider Preqin, dry powder of the buyout industry stood at $873 billion as of June 1, 2022. Overall it estimates that the investment industry reported $1.86 trillion of dry powder (up 3% from the end of 2021), excluding venture capital. Through the end of May 2022, Preqin said that firms have raised $92 billion and the total is projected to increase to $221 billion by year end.
As a result of global economic meltdown of 2007-2008, the US Senate passed the Dodd-Frank Act of 2010, targeting banks and mortgage lenders among other financial institutions for stringent regulations.
The use of machine learning (ML) models by financial institutions has grown steadily in recent years given their enhanced capabilities and widespread potential application. However, building, adopting, and regulating machine learning models remains a challenge.
A global investment bank headquartered in Japan encountered regulatory issues with its model monitoring. Together, the bank and Evalueserve created a model monitoring program.
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.
With the help of an Early Warning Indicators (EWI) system, banks could effectively monitor their lending portfolios and could execute timely and appropriate actions to mitigate any upcoming risk.
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.
ESG-focused asset management (AM) firms are facing increased regulatory pressure and scrutiny to prioritize and tackle “greenwashing”. The term greenwashing is generally used to represent the practice of identifying a business as more ‘sustainable,’ ‘green,’ ‘low-carbon,’ and ‘planet-friendly,’ when, in truth, an entity may be either creating a false impression.
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.
An agile approach to business strategy is not just about velocity to adapt to evolving market needs but also, how efficiently to out-innovate the competition. Business leaders are constantly facing new market challenges, many of which are known while others unknown. It is becoming increasing important to continuously observe the market signals and respond timely for mitigating the risks and ensuring business growth sustainability.
They wanted to partner to bring process excellence in their Credit Review function. A partner that could scale up staffing support on demand during surged period while maintaining the quality work was provided to client that helped with review of 8,000 borrowers and 20,000 loans per year.
Increased model usage and complexity are overwhelming model risk management teams, but software can help them get ahead.
Evalueserve built a series of risk reporting microservices to help a Japanese investment bank meet regulatory requirements.
In recent years, the use of machine learning algorithms has become increasingly prevalent in financial institutions for enhancing the analytical and forecasting capabilities of business models, and facilitating automation. Their potential applications include credit underwriting, fraud detection, compliance, and risk management.
A major global retail bank wanted to automate its document processing to yield faster and more efficient results. Evalueserve implemented a customized use of our IPDA capabilities to extract documents at scale to help the client meet this goal.
There are several model risk management tools available that automate manual processes to help MRM teams keep up with overwhelming demand.
The great recession of 2008 resulted in countless new financial regulations. Many of them are still top of mind for banks today as they continue to navigate implementation and reporting.
ESG orientation is creating value through higher revenue growth, cost optimization, lower financing costs, higher employee productivity, etc. Few big players are leading the way to standardize ESG reporting and closely tracking KPIs for their portfolio companies, a trend that will be followed by other players.
We are already seeing serious implications from Russia’s invasion of Ukraine, including the humanitarian crisis in Ukraine; the refugee crisis in Europe; a looming global food crisis; the risk of further military escalation […]
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.
Shockwaves from the Ukraine Crisis and tightening of financial conditions have tested the Financial System’s resilience in 1Q’22. Deal activity across all the sub-sectors declined as investors traded cautiously while deploying their capital.
In a world of traditional banking when a customer applied for a loan, it took weeks to get to the loan approval decision. Traditional banks made the process seem as difficult as swimming across an ocean!
Fueled by rising geopolitical tensions in the wake of the Russia-Ukraine conflict, worsening macro-economic outlook, higher interest rates, and supply chain disruptions have all led to dampening investments activity, particularly in M&A hubs in Asia-Pacific including China, Japan, and South Korea.
In this industry expert we discuss what DI is, it’s advantages, challenges and how it can provide a competitive advantage for investors.
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.
Asset and wealth management firms outsource processes such as research, sales, and marketing to improve their functioning and gain cost efficiency.
Model validation is key to assessing reliability and identifying errors and corrective actions, but high-quality validation is increasingly difficult to achieve.
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.
The ongoing Russia-Ukraine situation has created a dynamic scenario in which index providers must consider all the aspects impacted in index management and respond accordingly.
In its recent meeting, the Fed signaled an end to its accommodative monetary policy in what could be the first hike in Federal fund rates since September 2018 after cutting it by 1.5 percentage points to 0.25% at the onset of the covid-19 pandemic in March 2020.
