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  • Case Study
  • Building a Launch-Ready Digital Asset Index for a FinTech Firm
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General

Building a Launch-Ready Digital Asset Index for a FinTech Firm

Learn how Evalueserve helped a FinTech firm built a launch-ready digital asset index with robust methodology, vetted data sources, automated workflows, and scalable technology infrastructure.

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Payments
Data Analytics

Building a Modern Analytics Foundation for a Global Payments Leader

Explore how Evalueserve helped a global payments leader modernize its analytics environment with Databricks and Microsoft Fabric. Learn how a governed data foundation simplified business intelligence, accelerated data exploration, and enabled self-service analytics.

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Credit Origination
Artificial Intelligence

Global Bank Future-Proofs Credit Origination with a Financial Spreading Agent

Explore how Evalueserve helped a global bank future-proof credit origination with an AI-driven financial spreading pipeline. Learn how domain expertise, continuous monitoring, and model-agnostic design maintained quality and business continuity.

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business banking transformation
Artificial Intelligence

North American Bank Accelerates Business Banking Transformation with Automation and Agentic AI

Learn how a leading North American bank identified and prioritized 30 high-impact business processes for automation, creating a scalable roadmap for business banking transformation and agentic AI adoption

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data validation
Artificial Intelligence

Transforming Data Validation in Lending Operations with AI-Powered Automation

A leading North American bank modernized its lending data validation process with AI and intelligent automation, improving operational efficiency while maintaining strong governance controls.

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Artificial Intelligence

LitVerse: Living SLR Platform for a Global Biotech’s HEOR Team

Uncover how the LitVerse Living SLR Platform helped a global biotech streamline systematic literature reviews and keep evidence continuously current.

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Artificial Intelligence

How 140 Pharma Commercial Users Gained Direct Access to Decision-Ready Insights

Explore how 140 pharma commercial users gained faster access to insights, strengthening BI adoption and supporting more confident decision-making.

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Artificial Intelligence

38% Faster HTA Evidence Synthesis and Two NICE Objections Prevented Before Submission

Learn how PharmaHTAInsight accelerated NICE & G-BA Submissions through unified evidence synthesis, early risk detection, and audit-ready dossiers.

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Deal origination
Artificial Intelligence

Harnessing AI to Drive Deal Origination Productivity by 26%

Discover how a leading bulge-bracket investment bank partnered with Evalueserve to embed AI into deal origination workflows, increasing team productivity by 26% and reducing turnaround times by 20% without adding headcount

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General

Modernizing Financial Analytics with Google Cloud for Leading Telecommunications Provider

See how Evalueserve and Google Cloud helped a leading telecommunications provider modernize financial analytics, improving operational efficiency by 40%.

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Investment Banking Workflows
Artificial Intelligence

Unlocking 25–30% Efficiency Gains in Investment Banking Workflows with Agentic AI

Discover how a leading global investment bank achieved measurable productivity improvements by deploying agentic AI across deal origination and execution workflows. Through targeted AI agents, human-in-the-loop governance, and robust performance tracking, the bank is on track to realize 25–30% efficiency gains while maintaining accuracy, compliance, and scalability.

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General

Elevating CRE Coverage Across a Leading American Bank

A leading bank teamed up with Evalueserve to transform CRE reviews – accelerating turnaround, boosting visibility, and enabling scalable, high-volume delivery with stronger audit alignment and cost efficiency.

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Artificial Intelligence

Combining Agentic AI with Deep Domain Expertise to Deliver Policy-Grade Economic Impact Assessments for Large-Scale Developments

Uncover how Agentic AI with Domain Expertise delivers policy-grade economic impact assessments for large-scale developments.

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General

Independent Validation of a Client-Developed Economic Impact Assessment for a Large-Scale Coastal Development

See how Evalueserve independently validated a client-developed EIA to strengthen credibility, benchmark assumptions, and support stakeholder confidence.

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General

Top North American Bank Scales CRE Operations Through Domain Expertise and AI

Evalueserve helped a top North American bank scale CRE underwriting through a combination of real estate expertise and AI, enabling faster decisions, stronger risk oversight, and sustainable growth.

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Artificial Intelligence

Global Biopharma Company Achieves Proactive Market Advantage with AI-Led Supply & Portfolio Intelligence

Explore how AI-led supply transforms biopharmaceutical strategies, enabling proactive decision-making and identifying market risks.

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AIM Research Names Evalueserve a Leader in GenAI Services
Artificial Intelligence

AIM Research Names Evalueserve a Leader in GenAI Services

Evalueserve today announced that AIM Research named the firm a Leader in GenAI services, thanks to its domain-specific use cases, robust agentic AI studio, and measurable ROI for clients.

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General

Quantifying €8 Billion in Economic Impact for a European Waterfront Regeneration Project

Learn how a waterfront regeneration project quantified €8 Billion in GDP impact, strengthened investor confidence, and supported long-term urban regeneration.

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Artificial Intelligence

Insurance Firm Speeds Up Underwriting 70% with AI Automation

Discover how AI is transforming insurance underwriting by streamlining processes and reducing turnaround times for better risk assessment.

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Artificial Intelligence

Leading Health Foundation Accelerates Research with AI-Powered Knowledge Retrieval

Explore how AI-Powered Knowledge Retrieval helped a leading health foundation accelerate research, reduce manual effort, and improve decision-making.

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Competitive & Market Intelligence

Competitive Benchmarking of Lifetime Income Marketing Strategies for a Fortune 100 Financial Services Firm

Learn how lifetime income marketing benchmarking enabled a Fortune 100 Financial Services firm to refine positioning in DC retirement plans.

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General

Modernizing Global Quotation Management with Agentic AI for a Leading Automotive Tier-1 Supplier

Evalueserve modernized automotive quotation management with AI workflows, connected data, and auditable quote governance.

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Marketing, Sales & Strategy

Integrated SEO, Competitive & Account Intelligence, and Research Support for a European Consulting Firm

How Evalueserve strengthened SEO, competitive intelligence, and account insights for a European consulting firm.

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Artificial Intelligence

Global Appliance Manufacturer Improves Marketing ROI With Joint Google Cloud–Led AI Intelligence

Discover how a global appliance manufacturer improved marketing ROI by 28% using an AI-powered marketing mix modeling solution on Google Cloud.

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Covenant Monitoring
General

Global Bank Partners with Evalueserve to Automate Covenant Monitoring Using AI

Global bank boosts efficiency and accuracy with AI-driven, automated covenant monitoring through Evalueserve’s Spreadsmart platform

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Artificial Intelligence

Scaling Spend Intelligence Through an Agentic Operating Model

Learn how an agentic operating model scaled spend intelligence by improving supplier normalization, classification, and audit-ready analytics.

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Artificial Intelligence

Industrial Solutions Provider Achieves 60% Faster Opportunity Identification with Agentic AI–Led Intelligence

Learn how an industrial solutions provider used agentic AI–led intelligence to uncover early market signals, prioritize high-value opportunities, and strengthen sales outcomes.

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Artificial Intelligence

Modernizing Competitive Intelligence: From 6 Days to Minutes for a Global Energy Storage Leader

Explore how Modernizing Competitive Intelligence transformed decision-making in a global energy storage firm.

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Portfolio Monitoring
General

Scalable Portfolio Monitoring Support Helps Leading Bank Accelerate Reviews and Increase Client Time

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

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Portfolio Monitoring
General

Accelerating U.S. Expansion via M&A for a Leading Canadian Bank Through Financial Spreading Support

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.

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General

Modernizing Portfolio Operations: Proven Quality and 40% Cost Savings

See how automation and optimized workflows delivered 30–40% cost reduction for a leading investment manager with over $50B in AUM.

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Risk & Compliance

Major Exchange Modernizes Index Operations with Next-Gen Platform and Process Overhaul

Discover how a major exchange modernized index operations through advanced technology and process improvements, enhancing scalability and performance.

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Credit Review
General

Enhancing Counterparty Credit Review Efficiency for a Leading North American Bank

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.

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Artificial Intelligence

Automated Lead Qualification Unlocks $180K Revenue

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.

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AI agents for Big Pharma
Artificial Intelligence

How AI Agents Accelerated Literature Reviews by 20% for Big Pharma

Explore how AI agents revolutionize systematic literature reviews, enhancing efficiency and strategic agility in evidence generation for pharmaceutical companies.

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Risk & Compliance

Rebuilding Mortgage Model Accuracy through Data Integrity and Governance

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.

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Artificial Intelligence

70% Faster Cost Models Using Agentic AI for Chemicals Company

Learn how an AI-enabled approach transformed a chemicals company by significantly reducing cost model development time and enhancing strategic capacity and market responsiveness.

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Artificial Intelligence

Battery Manufacturer Saw 20% Efficiency Gains Using Agents for Competitive Intelligence

Learn how AI agents enhance competitive intelligence, providing sharper, accurate insights and unlocking strategic capacity for leading battery manufacturers.

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Artificial Intelligence

Pharma Giant Cuts Opportunity Evaluation Time by 27%

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.

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Marketing, Sales & Strategy

Strategic Tourism Investment in Saudi Arabia

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.

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General

Comprehensive M&A Advisory Support Powers Successful Divestment

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.

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Marketing, Sales & Strategy

Developing a Framework for a Premier Tourism Destination

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.

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Marketing, Sales & Strategy

Tourism Activation Strategy for a Tier-2 City in Saudi Arabia

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.

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General

Accelerating Index Verification for a Leading Global Bank

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

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General

Global Private Equity Firm Streamlines Early-Stage Research and Boosts Productivity with Generative AI

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.

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Competitive & Market Intelligence

Transforming Multilingual Market Monitoring for a Global Leader in Ed-Tech

Enhance operational efficiency and productivity through multilingual market monitoring with a robust online reporting platform, enabling agile responses to market changes.

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General

Top U.S. Bank Scales Spreading to Drive Credit Innovation

Discover how a top 5 U.S. bank boosted credit innovation and efficiency by partnering with Evalueserve to scale financial spreading support.

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Artificial Intelligence

Establishing an AI Use Case Repository for a Global Consulting Client: An Agentic AI-led Framework

Evalueserve partnered with a global consulting client to enhance project efficiency through AI-driven automation, improving operational performance and supporting long-term digital transformation.

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Artificial Intelligence

Building a Comprehensive Private Equity Deal Repository: A Scalable Agentic AI and Human-in-the-Loop Approach

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.

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Competitive & Market Intelligence

A Company in Benefits Industry Transforms Competitive Intelligence with Insightsfirst

To compete in a fast-moving landscape, a leading company in the benefits industry partnered with Evalueserve to centralize and scale its competitive intelligence.

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Competitive & Market Intelligence

Exploring New Market Opportunities for Online Learning

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.

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Marketing, Sales & Strategy

Tracking Workforce Attitudes on a Global Scale

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.

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Competitive & Market Intelligence

Identify Market Opportunities for Expansion in New Markets

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.

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Competitive & Market Intelligence

Driving Thought Leadership Through Labor Market Intelligence

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.

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Competitive & Market Intelligence

Venturing into New Markets: A Comprehensive Go-To-Market Strategy

Explore how Evalueserve assisted a trade services provider in gaining market insights, identifying prospective customers, and optimizing expansion strategies.

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Competitive & Market Intelligence

Unveiling New Opportunities in Language Assessment

Discover how Evalueserve helped a global language testing provider gain market insights, identify customers, and optimize strategies with comprehensive research and evidence-based decisions.

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Pharma LSHC
General

Global Biopharma Leader Transforms Conference Intelligence with Evalueserve Partnership

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.

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Decarbonization

Middle Eastern Oil & Gas Company Establishes Comprehensive Scope 3 Emissions Baseline

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.

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Artificial Intelligence

Leading Logistics Provider Saves Over $100M Annually by Re-Optimizing Linehaul Network

By reconfiguring its linehaul network with Evalueserve’s optimization model, a leading logistics provider significantly cut costs while improving service performance.

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Artificial Intelligence

Leading Logistics Provider Enhances Delivery Efficiency Through Route Optimization

Evalueserve enabled a major North American logistics provider to optimize last-mile delivery routes using smart algorithms, cutting costs and boosting efficiency.

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Artificial Intelligence

Leading Logistics Service Provider Optimizes Warehouse Layout Using Simulation, Unlocking Significant Operational Efficiency

Evalueserve helped a major logistics provider simulate and optimize a new warehouse layout using AnyLogic, improving efficiency without disrupting operations.

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Artificial Intelligence

Data Ecosystem Transformation for a Leading Middle Eastern Bank Using the Denodo Platform

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.

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Artificial Intelligence

AI-Enabled Research and Intelligence Solutions for a Global Consulting Firm

AI-enabled research solutions transforming intelligence for a global consulting firm. See how collaboration enhances strategic business impact.

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Investment Research

Revolutionizing Research Distribution for a Leading UK Investment Bank

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.

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Artificial Intelligence

Enhancing AI-Driven Insights for Strategic Investments

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.

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Marketing, Sales & Strategy

GCP FinOps Dashboard: Bringing Financial Clarity to Government Cloud Services

Discover how a government entity optimized spending and prevented budget overruns with a GCP FinOps Dashboard, enhancing cost visibility and supporting digital transformation initiatives.

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Marketing, Sales & Strategy

Optimizing Infrastructure Economics: Data Migration from On-Premise Hadoop to Google Cloud

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.

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Artificial Intelligence

Economic Intelligence in Real-Time: Building a Digital Knowledge Platform

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.

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Artificial Intelligence

Doubling Market Share for Major Mining Company

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.

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Artificial Intelligence

24% Improvement in Capital Utilization for Global Mining Company

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.

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Artificial Intelligence

Transforming Knowledge Sharing for a Leading Consultancy

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.

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General

Cyber Insurance Company Uses Generative AI to Accelerate Underwriting Process

Explore how our AI-driven solution transforms the underwriting process for a prominent US cyber insurance provider.

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Artificial Intelligence

Transforming Mining Operations Through Innovation

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.

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General

Doing Away with Excel: New Web-Based Tools Replace Legacy Onboarding/Offboarding Processes

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%.

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General

Leading Private Credit Firm Transforms Portfolio Management

Read our client story to discover how Evalueserve helped a leading private credit firm transform its portfolio monitoring capabilities through custom solutions.

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Artificial Intelligence

Supercharge Your Competitive Intelligence with GenAI-Enabled Annotation

Empower competitive intelligence with GenAI-based annotation to accurately benchmark publications and M&A activities, ensuring precise classification and staying ahead of industry peers.

Read More
Artificial Intelligence

Rapid Information Retrieval with AI-powered Document Categorization

Enhance your knowledge management with a GenAI solution that leverages advanced data annotation and human expertise for faster, precise information retrieval and streamlined operations.

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Artificial Intelligence

Leading Home Appliance Manufacturer Achieves $6.5M Annual Savings Through AI-Powered Supply Chain Optimization

Discover how a leading home appliance manufacturer saved $6.5M annually through AI-driven supply chain optimization, boosting efficiency and service levels.

Read More
Data Analytics

Global Beauty Company Enhances Amazon Marketplace Operations

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.

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Data Analytics

Infrastructure Leader Modernizes Marketing Analytics

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.

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Data Analytics

Consumer Goods Giant Optimizes Digital Shelf Performance

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.

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Data Analytics

Global Beauty Leader Transforms Multi-Brand Analytics Platform

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.

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General

Tracking Office Attendance through In-House C# Add-Ins

Evalueserve’s C# add-ins transformed office attendance tracking, cutting processing time to 30 seconds and eliminating errors for increased efficiency.

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General

Advancing Portfolio Monitoring in Private Credit Through Technology and Expertise

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.

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Marketing, Sales & Strategy

Enhancing In-Store Experiences with Customer Research

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.

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Marketing, Sales & Strategy

Enhancing Product Pricing and Positioning for a Leading Diesel Company

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.

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Risk & Compliance

Securing Tomorrow’s Payments: A Client Story in Advanced AI Model Assessment 

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

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Corporate Banking
General

Corporate Banking Division of Top 10 North American Bank Develops Credit Review Process to Meet Regulatory Compliance

Evalueserve helped the corporate banking team of top 10 North American bank develop and execute a credit review process to achieve regulatory compliance.

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Commercial lending solutions
General

Top 10 North American Bank Improves Portfolio Monitoring with Commercial Lending Solutions

Discover how a major North American bank improved its portfolio monitoring with Evalueserve’s commercial lending solutions.

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Data Analytics

Tech-Enabled Research and Insights Support for a Big 4 Advisory Firm

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.

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General

Private Equity Firm Streamlines Data Processing to Accelerate Growth

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.

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Marketing, Sales & Strategy

Driving Digital Transformation for a Global Lubricants Brand

Leveraging data and analytics to identify the right target audience and tailor marketing efforts.

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Data Analytics

Transforming Swiss Apparel Brand with Actionable Customer Insights

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.

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General

Global Bank Enhanced Index Management Efficiency Through Comprehensive Governance and Automation  

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.

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General

Navigating High-Stakes Mergers: Evalueserve’s Strategic Index Solutions

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.

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Marketing, Sales & Strategy

Evalueserve Supports Product Development Decisions for Leading Agribusiness Company

Discover how Evalueserve’s strategic insights helped a leading agribusiness navigate industry changes, identify new opportunities, and drive sustainable growth.

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Data Analytics

Home Appliance Company Grows eCommerce Sales by >10% with Digital Analytics

Discover how a major home appliance company leveraged data-driven insights to revamp its business intelligence, streamline digital analytics, and optimize operations.

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Competitive & Market Intelligence

Transforming Product Portfolios to Maximize Profitability and Flexibility

Discover how a middle-market chemical client tackled supply disruptions, optimizing their product lineup for profitability and market adaptability with the help of Evalueserve.

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Competitive & Market Intelligence

Comprehensive Market, Competitive and ISV Intelligence for a Tech Company’s Cloud Division

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.

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Marketing, Sales & Strategy

BI Modernization Transforms Decision-Making for Fortune 50 Retailer

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.

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Marketing, Sales & Strategy

Transforming Customer Experience for Leading Logistics Company

Discover how we helped a logistics leader enhance customer satisfaction and reduce churn rates through robust data governance, advanced analytics, and innovative solutions.

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Competitive & Market Intelligence

Shipping Insurance Company Increases Market Share with Customer Insights

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.

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Lending Operations
Artificial Intelligence

AI-Powered Spreading Transforms Lending Operations at Leading Global Bank

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.

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Competitive & Market Intelligence

Evalueserve Conducts Primary Market Research for a Medical Device Company

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.

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Competitive & Market Intelligence

Strategic Assessment of Fortune 500 Companies Retirement Assets

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.

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Competitive & Market Intelligence

Over 30% Time Savings for Big Pharma M&CI Team with Insightsfirst

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.

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Evonik Uses Insightsfirst for Strategic Decision-Making

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.

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Competitive & Market Intelligence

Optimizing Competitor Intelligence: Empowering a Leading Investment Management Firm with Strategic Insights and Efficiency Gains

Discover how Evalueserve optimized a leading investment firm’s competitor intelligence operations, providing timely insights and empowering informed decision-making.

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Competitive & Market Intelligence

How AI-Enhanced Search Transformed Decision-Making at an F500 Industrial Heavyweight

Discover how AI and Evalueserve transformed F500 decision-making, centralizing insights for a digital knowledge revolution.

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Marketing, Sales & Strategy

Tracking Competitors Thought Leadership (TL) Strategy to Develop a Robust Content Pipeline and Increase Engagement Scores

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.

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General

Equity Research Support to a UK-Based Family Office

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.

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Competitive & Market Intelligence

VoC Research Helps Johnson Controls Formulate GTM Strategy

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.

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Competitive & Market Intelligence

4x Increase in Key Account Revenue for Industrial Automation Provider

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.

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Competitive & Market Intelligence

Optimizing Competitor Intelligence: Empowering a Leading Investment Management Firm with Strategic Insights and Efficiency Gains

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.

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Investment Research

Enabling Data Extraction from PDFs using Tabula-Py

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

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ESG

ESG Scoring for Municipal Bonds

Discover how Evalueserve’s comprehensive validation of ESG scoring methodologies empowers asset managers to make responsible investments and drive innovation.

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Greenhouse Gas in Real Estate.
ESG

Forecasting Scenarios of Greenhouse Gas Emissions of Real Estate Portfolios with a Transition Risk Model

Discover how Evalueserve’s comprehensive validation of an asset management firm’s carbon emissions model ensures accuracy and compliance, supporting sustainable investment strategies.

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Intellectual Property Management with AI
Innovation Intelligence & IP Solutions

Intellectual Property Management with AI-Enhanced Solutions for a global technology and innovation leader

Explore how a global tech giant flourishes through the synergistic blend of innovation and patenting enabled by Evalueserve’s AI-driven intellectual property ecosystem.

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Excel Add-ins Boost Data Retrieval for legacy processes.
Investment Research

Excel Add-ins Boost Data Retrieval for Legacy Processes

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

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IP Strategy
Research & Development

Streamlining IP Strategy for global tech company with AI-Powered Innovation Framework

Global tech company thrives with AI-backed IP strategies from Evalueserve. Learn how innovation and patenting thrive together.

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What We Do

Data Foundations & Modernization
Enterprise AI Engineering
Analytics & Decision Intelligence
Domain-Specific Transformation
Consulting & Advisory

Who We Are

About Us
Leadership
Careers
News Room
Media Kit

Insights

Client Stories
Blogs
Perspectives
Events

Corporate

Locations
Governance
Sustainability
Social Responsibility

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