Discover how a leading North American bank streamlined portfolio monitoring and annual reviews with scalable, tech-aligned support—accelerating turnaround times and freeing portfolio managers to focus on client relationships
A leading Canadian bank streamlined its U.S. expansion by partnering with Evalueserve for financial spreading and data integration support, improving data quality, reducing migration costs, and enabling teams to focus on higher‑value credit and risk decisions.
See how Evalueserve enabled a leading global investment bank to boost accuracy, transparency, and compliance in index verification—validating 6,000+ indices daily across multiple asset classes with speed and precision
Check out key takeaways from our discussion with risk leaders in NYC on navigating market volatility, AI disruption, and increasing system complexity.
Discover how a top 5 U.S. bank boosted credit innovation and efficiency by partnering with Evalueserve to scale financial spreading support.
Check out key takeaways from our discussion with leading banks in London on navigating the new AI efficiency frontier.
Stay ahead in the lending industry by exploring the latest trends, industry themes, and market updates in this newsletter.
Discover the evolving landscape of European corporate lending in 2024, driven by digital transformation, easing credit conditions, sustainable practices, and strategic cost management amidst regulatory pressures.
Descubra cómo un banco líder en América Latina automatizó su proceso de difusión financiera con Spreadsmart impulsado por IA.
Modern lending faces challenges like slow approvals, data inaccuracies, and poor service. AI and automation streamline processes, enhance accuracy, and improve customer interactions. These technologies help lenders achieve efficient, accurate, and customer-focused operations. Learn more in our whitepaper on AI and automation in lending.
As the commercial lending industry rapidly evolves, embracing digital transformation has become imperative for traditional banks and financial institutions. The shift towards automation and artificial intelligence (AI) promises significant improvements in operational efficiency.
Evalueserve helped the corporate banking team of top 10 North American bank develop and execute a credit review process to achieve regulatory compliance.
Discover how a major North American bank improved its portfolio monitoring with Evalueserve’s commercial lending solutions.
Discover how Evalueserve transformed a top global bank’s lending operations by automating the spreading process with AI-powered Spreadsmart, significantly enhancing efficiency and accuracy.
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 evolving Middle East payments landscape and discover strategies for banks to stay competitive in this dynamic digital era. Dive into key trends, opportunities, and successful partnerships in the region. Learn how intellectual property strategies can shape the future of banking. Read more in this insightful blog.
Leveraging the surge of interest in Generative AI to tackle core enterprise-wide issues: data accessibility, real-time insights, and data-driven decision-making.
Leveraged lending is financing extended to companies with pre-existing leverage on their balance sheet and a speculative-grade credit history or rating. Leveraged financing carries a significant risk in comparison to traditional financing.
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.
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.
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.
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.
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.
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.
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.
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.
An unexpected result of the COVID-19 pandemic was increased model malfunctioning that heightened the importance of model risk management (MRM). As model usage becomes more widespread, reducing risk and complying with regulatory requirements demands increased testing.
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.
A top-five Canadian bank wanted to manage the seasonal surge volumes associated with its commercial lending experience while managing regulatory requirements on time.
Banking leaders face numerous challenges, from the ongoing global pandemic and an uncertain recovery to an accelerating digital transformation and a
A large U.S. bank reached out to our team, hoping we could save their bankers time on this repetitive task while improving the quality and consistency of their pitchbooks.
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
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.
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%.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
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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