Investment Research

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.

Discover how Tabula-Py, a Python library, revolutionizes data extraction from PDF tables, streamlining financial research processes and reducing human error.

Discover how Excel add-ins revolutionize data retrieval and consolidation in Excel, boosting efficiency, reducing errors, and saving valuable time for analysts.

Evalueserve has assisted the US & EMEA offices of a renowned investment bank headquartered in Switzerland with publishing support since 2008. The success of this collaboration reflects our commitment to providing tailored solutions that empower clients to achieve their goals in an ever-evolving financial landscape.

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 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.