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 automation and optimized workflows delivered 30–40% cost reduction for a leading investment manager with over $50B in AUM.
Discover how a major exchange modernized index operations through advanced technology and process improvements, enhancing scalability and performance.
Evalueserve partnered with a leading North American bank to scale FIG counterparty credit reviews, accelerating turnaround and strengthening consistency aligned with internal governance. By combining specialized domain expertise with an optimized global delivery model, the bank achieved ~50% lower per-review costs without compromising quality.
Discover how a major building technologies company achieved $180K+ in annual revenue and prepared for expansion across multiple verticals with enhanced sales qualification and real-time competitive intelligence.
Explore how AI agents revolutionize systematic literature reviews, enhancing efficiency and strategic agility in evidence generation for pharmaceutical companies.
Evalueserve helped a global financial institution restore mortgage model accuracy with unified data, evidence-based recalibration, and stronger governance—improving run reliability, boosting analytics trust, and shortening approvals for faster decisions with control and precision.
Learn how an AI-enabled approach transformed a chemicals company by significantly reducing cost model development time and enhancing strategic capacity and market responsiveness.
Learn how AI agents enhance competitive intelligence, providing sharper, accurate insights and unlocking strategic capacity for leading battery manufacturers.
Pharma Portfolio Strategy teams navigate high-stakes partnerships, evaluating clinical pipelines, market dynamics, and competitive landscapes—decisions that can shape a company’s future—while reducing the 550+ hours typically spent per opportunity.
A Middle Eastern client expanded their tourism portfolio by pinpointing prime Tier-2 cities, mitigating risks, and co-developing tailored resort concepts for sustainable growth.
A U.S.-based boutique investment bank sought end-to-end M&A advisory support to divest a portfolio company. Targeted buyer identification, strong deal documentation, and financial analysis streamlined sourcing and sped up closure.
A leading investment client transformed an emerging market into a world-class tourism hub through market analysis, modeling, and a strategic roadmap that reduced risk, attracted operators, and drove sustainable growth.
Discover how a strategic assessment transformed a Tier-2 region in Saudi Arabia into a premier tourist destination with innovative activation ideas and experienced operator mapping.
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
Explore how a leading private equity firm partnered with Evalueserve to scale early-stage investment research using generative AI—achieving faster insights, broader coverage, and transformative impact across key investment teams.
Enhance operational efficiency and productivity through multilingual market monitoring with a robust online reporting platform, enabling agile responses to market changes.
Discover how a top 5 U.S. bank boosted credit innovation and efficiency by partnering with Evalueserve to scale financial spreading support.
Evalueserve partnered with a global consulting client to enhance project efficiency through AI-driven automation, improving operational performance and supporting long-term digital transformation.
Evalueserve’s strategic initiative empowered a leading firm in the private equity industry to make informed investment decisions through enhanced data accuracy and expert quality assurance.
To compete in a fast-moving landscape, a leading company in the benefits industry partnered with Evalueserve to centralize and scale its competitive intelligence.
Evalueserve’s GTM research framework provided a global EdTech player with insights into Southeast Asia and MENA markets, leading to a strategic shift in their expansion plans and focus on core geographies.
Explore the strategic insights delivered by Evalueserve, enabling a global HR leader to enhance thought leadership and make informed decisions in a complex labor market.
Uncover how Evalueserve helped a prominent Middle Eastern company migration to Google Cloud Platform, enhancing efficiency and laying the groundwork for future AI and predictive analytics.
Discover how Evalueserve’s market intelligence framework guided a leading European education provider in making informed expansion decisions, highlighting key demographics, regulations, and competitive landscapes.
Learn how Evalueserve helped a global career transition firm become an industry thought leader with a data-driven labor market intelligence program, enhancing visibility and market differentiation.
Explore how Evalueserve assisted a trade services provider in gaining market insights, identifying prospective customers, and optimizing expansion strategies.
Discover how Evalueserve helped a global language testing provider gain market insights, identify customers, and optimize strategies with comprehensive research and evidence-based decisions.
Evalueserve helped a global biopharma leader unify and accelerate medical conference intelligence across six disease areas—delivering faster insights, stronger collaboration, and measurable cost reductions.
Learn how a leading Oil & Gas firm gained complete Scope 3 visibility, improved reporting credibility, and built internal sustainability capabilities through a structured partnership with Evalueserve.
By reconfiguring its linehaul network with Evalueserve’s optimization model, a leading logistics provider significantly cut costs while improving service performance.
Evalueserve enabled a major North American logistics provider to optimize last-mile delivery routes using smart algorithms, cutting costs and boosting efficiency.
Evalueserve helped a major logistics provider simulate and optimize a new warehouse layout using AnyLogic, improving efficiency without disrupting operations.
Uncover how a leading bank in Saudi Arabia partnered with Evalueserve to revolutionize its data architecture, enhancing performance and reducing costs with the Denodo Platform.
AI-enabled research solutions transforming intelligence for a global consulting firm. See how collaboration enhances strategic business impact.
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.
Learn about Evalueserve’s enhanced research methodology that combines AI-driven results with human expertise to provide credible, actionable insights for strategic decision-making in the tourism sector.
Discover how a government entity optimized spending and prevented budget overruns with a GCP FinOps Dashboard, enhancing cost visibility and supporting digital transformation initiatives.
Uncover the benefits of migrating to Google Cloud Platform for a major financial services firm, including superior uptime, faster queries, and enhanced security, all achieved through a meticulously planned strategy.
Explore how A Saudi Government Ministry modernized its economic monitoring with 24/7 content delivery across three global offices, providing real-time, curated data for enhanced decision-making capabilities.
Learn how Evalueserve helped a global mining company transition to an industry leader by implementing a future-ready strategy, resulting in doubled market share and top-quartile operational performance by 2025.
Our collaboration with a top mining company led to significant improvements in their business planning and budgeting processes, ensuring better coordination in production, cost management, safety, and capital utilization.
Discover the transformation of a marketing consulting firm into a knowledge-driven organization, thanks to Publishwise and Evalueserve’s expertise, enhancing productivity and decision-making.
Explore how our AI-driven solution transforms the underwriting process for a prominent US cyber insurance provider.
Explore how our innovative approach helped a prominent Middle East mining company establish a structured innovation management department, exploring and implementing the latest in mining technology.
Learn how we replaced legacy Excel-based onboarding and offboarding processes with a robust, web-based desktop application. Built using React and ASP.NET, the new tool ensures efficiency, eliminates errors, and reduces task completion time by 70%.
Read our client story to discover how Evalueserve helped a leading private credit firm transform its portfolio monitoring capabilities through custom solutions.
Empower competitive intelligence with GenAI-based annotation to accurately benchmark publications and M&A activities, ensuring precise classification and staying ahead of industry peers.
Enhance your knowledge management with a GenAI solution that leverages advanced data annotation and human expertise for faster, precise information retrieval and streamlined operations.
Discover how a leading home appliance manufacturer saved $6.5M annually through AI-driven supply chain optimization, boosting efficiency and service levels.
Learn how a beauty company enhanced its Amazon marketplace with Evalueserve’s Google Cloud solution, integrating 1P and 3P operations for improved data visibility and growth.
Explore how an infrastructure leader transformed their marketing analytics by optimizing their data lake on Google Cloud, enhancing data governance, streamlining workflows, and ensuring robust security and compliance.
Discover how a consumer goods giant optimized its digital shelf performance with Evalueserve’s Google Cloud-based solution, gaining real-time insights and boosting eCommerce success.
Discover how a global beauty leader transformed its analytics platform with a Google Cloud solution, achieving seamless scalability and consistent reporting for 26 brands across EMEA, APAC, and the Americas.
Evalueserve’s C# add-ins transformed office attendance tracking, cutting processing time to 30 seconds and eliminating errors for increased efficiency.
Read how our tech-enhanced services model improved portfolio monitoring and reporting for the Private Credit Division of a leading alternative investment manager by refining data management, streamlining deal execution processes, and addressing resource constraints.
Strengthen your brand’s market position with data-driven insights and strategic recommendations to enhance Order-to-Cash processes and customer satisfaction.
Discover how a leading retail chain enhanced customer experience and boosted conversion rates through targeted data collection, advanced analytics, and comprehensive feedback, driving sustainable growth and competitive advantage.
Learn how Evalueserve’s comprehensive approach helped an industry-leading energy company improve its pricing, product bundling, and sales strategy, leading to significant business impact.
Explore how we assisted a leading cross-border payment provider by independently reviewing model risk and AI frameworks against regulatory benchmarks and providing targeted remediation strategies
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 a Big 4 advisory transformed its operational capabilities and strategic insights with Evalueserve’s innovative approach leading to a 3x increase in operational efficiency.
Read how Evalueserve empowered a leading private equity firm to streamline operations, driving sustainable growth and success. Dive into our case study to uncover the strategic insights and transformative impact of our tailored solutions.
Leveraging data and analytics to identify the right target audience and tailor marketing efforts.
A leading Swiss apparel brand found itself navigating an increasingly complex and saturated European market, where staying ahead of the competition was essential for success.
Explore how Evalueserve helped a leading global bank elevate its Index Management Process by implementing a complex governance framework and integrating technology and custom automations into its operations.
Read how Evalueserve has established itself as the trusted transition partner for a global bank, leading a highly technical indices transition project integral to a critical merger.
Discover how Evalueserve’s strategic insights helped a leading agribusiness navigate industry changes, identify new opportunities, and drive sustainable growth.
Discover how a major home appliance company leveraged data-driven insights to revamp its business intelligence, streamline digital analytics, and optimize operations.
Discover how a middle-market chemical client tackled supply disruptions, optimizing their product lineup for profitability and market adaptability with the help of Evalueserve.
Discover how Evalueserve’s tailored market & competitive intelligence solutions empowered a leading tech company to refine its product offerings, enhance market positioning, and drive innovation in a competitive cloud landscape.
Discover how a leading retailer revolutionized its digital marketing strategy with Evalueserve’s innovative solution, resulting in improved data accuracy, significant time savings in maintenance, and faster data retrieval.
Discover how we helped a logistics leader enhance customer satisfaction and reduce churn rates through robust data governance, advanced analytics, and innovative solutions.
A shipping insurance company asked Evalueserve to guide its effort to become more customer-centric and digitally advanced. Our collaborative work on the project led to better customer engagement, increased market share, and enhanced compliance with U.S. standards.
Discover how Evalueserve’s in-depth analysis and competitive landscaping of the SBLOC market empowered a Fortune 100 Financial Services firm to benchmark their offerings, devise effective strategies, and respond to rival campaigns.
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.
Evalueserve completed two primary market research projects for a leading multinational medical device company. The medical device company now has a complete view of anticipated changes in the market and can plan their strategy accordingly.
Discover how a Fortune 100 Financial Services firm gained a competitive edge with a comprehensive industry and competitor assessment, enabling informed decision-making.
Discover how Evalueserve helped a Fortune 100 Financial Services firm understand market trends, analyze retirement plans of Fortune 500 companies, and identify promising opportunities for their retirement income offerings.
The competitive intelligence team at a prominent pharma company faced resource and personnel constraints that caused them to miss key competitive updates across their portfolio. They brought Evalueserve on to assemble a specialized team and implement their Insightsfirst platform.
Evonik, a specialty chemicals company, implemented Evalueserve’s AI-enabled Insightsfirst platform. Insightsfirst has given time back to Evonik’s team, allowing them to focus on strategic work.
Discover how Evalueserve optimized a leading investment firm’s competitor intelligence operations, providing timely insights and empowering informed decision-making.
Discover how AI and Evalueserve transformed F500 decision-making, centralizing insights for a digital knowledge revolution.
Discover how a Tier 1 consulting firm enhanced their thought leadership publication pipeline and social media strategy using Evalueserve’s integrated MICI Program and Insightsfirst platform.
A London-based family office that manages the wealth of an ultra-high-net-worth individual (UHNI) engaged Evalueserve to provide a comprehensive assessment of the current and prospective stocks in its portfolio to determine their viability and fitment based on their investment ideology.
Johnson Controls, a global leader in smart buildings aimed to understand the decarbonization journey for sustainable buildings. Evalueserve provided Voice of the Customer research, creating a tailored GTM strategy with insights on customer preferences, and sustainable solutions.
An industrial automation solutions provider wanted a competitive intelligence (CI) platform to assist its sales and marketing teams in improving the company’s presence across the EMEA region.
The client managed several competitor intelligence teams that operated independently and served various business groups. These teams struggled with vast amounts of unstructured data while trying to derive timely insights.
Discover how Tabula-Py, a Python library, revolutionizes data extraction from PDF tables, streamlining financial research processes and reducing human error.
Discover how Evalueserve helped an asset management firm optimize portfolio allocations using Modern Portfolio Theory, ensuring accuracy and resilience in ESG-focused investments.
Discover how Evalueserve’s comprehensive validation of ESG scoring methodologies empowers asset managers to make responsible investments and drive innovation.
Discover how Evalueserve’s comprehensive validation of an asset management firm’s carbon emissions model ensures accuracy and compliance, supporting sustainable investment strategies.
Discover how a leading asset manager enhanced their ESG funds through a validated in-house rating model, enabling informed investment decisions and strategic alignment.
Learn how Evalueserve’s thorough validation of a climate risk model empowers asset managers to make informed decisions, enhance financial performance, and meet ESG goals.
Explore how a global tech giant flourishes through the synergistic blend of innovation and patenting enabled by Evalueserve’s AI-driven intellectual property ecosystem.
Discover how Excel add-ins revolutionize data retrieval and consolidation in Excel, boosting efficiency, reducing errors, and saving valuable time for analysts.
Global tech company thrives with AI-backed IP strategies from Evalueserve. Learn how innovation and patenting thrive together.
Discover how process re-engineering revolutionized marketable fund comparisons for a global asset manager, reducing turnaround time and boosting sales team efficiency.
Discover how a leading asset & wealth management firm gained insights into its digital tools positioning, identified gaps, and leveraged existing capabilities for competitive advantage.
Discover how Evalueserve’s Content Management System migration and Knowledge Solutions streamlined a leading asset manager’s website, enhancing user experience and reducing compliance workload.
Summary A Fortune 500 biopharma company wanted to improve its competitive intelligence (CI) efforts to drive long-term growth. They had challenges
Clarios, a leading global battery producer, was looking to make more informed decisions around commercial strategy, inventory build-ups and capacity planning. They chose to implement Insightsfirst to facilitate such strategic decisions.
Discover how Evalueserve’s solutions streamlined a global asset manager’s marketing process, reducing costs, improving turnaround time, and ensuring error-free outputs.
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, leveraging its expertise and automation capabilities, supports the wealth management division of a global bulge bracket bank. The partnership with Evalueserve ensured the timely and accurate delivery of crucial tasks and unlocked opportunities for the client to focus on strategic growth.
Evalueserve leverages its expertise and global capabilities to support a multinational financial services firm’s COO office with its corporate strategy and development. Partnering with Evalueserve brought the firm new efficiencies in reporting and insight generation.
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.
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.
A global philanthropic institution needed in-depth health data to guide its programs and investments. It partnered with Evalueserve to upgrade its global health indicators dashboard with generative AI, enabling business users to navigate the data more independently.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
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.
Explore how Evalueserve supported one of the leading orthopedic medical device manufacturers by demonstrating its competitive intelligence expertise and using its technical knowledge in the MedTech space and proprietary AI tools.
Discover how a Fortune 100 Financial Services firm gained insights into competitors’ fiduciary offerings and strategies, enabling them to realign and reposition their own services effectively.
A medical devices company engaged Evalueserve to gather intelligence on diabetes care-related market trends and competitor strategies to enhance its market position. Through in-depth analysis and research, they uncovered market gaps, refined their strategies, and executed timely action for better business outcomes.
Discover how Evalueserve’s competitor benchmarking study helped a Fortune 100 Financial Services firm identify gaps, strengthen positioning, and make informed decisions in the industry.
Discover how a Fortune 100 Financial Services firm leveraged competitive benchmarking to analyze key competitors’ Financial Wellness offerings, identify gaps, and realign strategies for market success.
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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