In this article, we discuss how the 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.
Summary An international Law Firm found that Searchstream offered a simple and effective way to submit patent search requests. This is
ThermoFisher Scientific had issues with its existing competitive intelligence program, so Evalueserve implemented our Insightsfirst platform for them.
A leading pharmaceutical company approached us to support its yearly forecasting cycle, as well as the development of new patient-based models in different therapy areas.
A global pharmaceutical conglomerate wanted to evaluate a portable multi-use device’s potential adoption, coverage, and price acceptance.
An F500 Pharmaceutical company discovered that Searchstream provided a straightforward and efficient way to request their patent search, which was essential to their workstream given the rapidly advancing technology and the demand for more frequent searches.
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.
Evalueserve relaunched the GTM strategy for a digital communications technology giant, prioritizing price optimization and customer expansion recommendations.
Diversification is the name of the game once a business grows and takes on the moniker of an empire. And one major area of diversification, both from a growth and visibility standpoint going forward is sustainability.
Summary After a prominent Saudi Arabian bank acquired another large financial institution, they embarked on a five-year digital transformation plan. As
A prominent Middle East bank wanted to automate its financial spreading efforts to ease pressure on its analysts and lower operational costs.
A pharmaceutical company wanted to better monitor its sector. Because the industry is private in nature, the best place to gain insights is at industry events, but did not have the necessary resources to attend every industry conference and the corresponding sessions.
Waste management becomes a critical factor impacting the achievement of circularity in any major value chain, based on the high volumes of consumption, even at the household level. Our team of experts took this criticality and turned it into a competitive advantage for our client with a focus on agility in the evolving market of waste management through this project.
A leading automobile manufacturer needed support throughout their entire innovation cycle. Evalueserve implemented our Innovaton Engine approach.
Evalueserve implemented a continuous monitoring program for a global healthcare company that wanted to monitor its competitors, the latest technologies, and IP developments in the healthcare domain.
Evalueserve pioneered a B2B2B customer analytics program for a leading construction manufacturer that previously did not have access to end-customer data.
At a time when various initiatives and long-term targets for achieving carbon emissions neutrality have been announced at the global, policy, as well as industry levels, respectively, we came across the opportunity to help shape the future of packaging in a high plastics consumption sector.
A US-based investment management firm wanted to launch ESG funds for investors in Europe. It onboarded Evalueserve as a strategic partner to provide in-depth reviews of its target companies’ E, S, and G performance.
A MedTech pioneer, being a giant in the medical devices industry, needed to monitor a pool of therapeutic areas. They needed a singular centralized solution to get all insights, which they could then distribute internally to the respective stakeholders.
After successfully serving a leading global medical device company in different segments to stay abreast of their close competitors through extensive competitive (CI) monitoring, Evalueserve was internally recommended to their orthopedic department to conduct customized competitive intelligence programs in the orthopedic space on Insightsfirst.
A leading Canadian bank possessed a large model data set from disparate sources. Evalueserve cleaned, standardized, and transformed the data set.
An International CPG firm had been struggling to take timely business decisions as it could not stay abreast of its competitors’ activities and dynamic market trends.
Summary A global investment bank headquartered in Japan encountered regulatory issues with its model monitoring. Together, the bank and Evalueserve created
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.
Evalueserve has been helping a global manufacturer in the energy-storage industry in building and managing a cloud-based portal that assembled competitive information, created briefs on leading companies and assessed market changes that helped to fill in blind spots and complement their understanding of emerging trends.
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.
Evalueserve built a series of risk reporting microservices to help a Japanese investment bank meet regulatory requirements.
Evalueserve created a cloud-based pricing simulator for a B2B industrial manufacturer that wanted to strengthen its product pricing strategy.
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.
A multibillion-dollar logistics provider wanted to use AI to drive go-to-market activities, including trailer forecasting and customer segmentation.
Summary A global development consulting firm realized that its employees were responding to requests for proposals (RFPs) without referencing previous relevant
Evalueserve implemented our AI-powered competitive intelligence program, Insightsfirst, for a specialty chemicals client.
A medical research organization wanted to help more people identify Alzheimer’s in its early stages using artificial intelligence (AI).
Summary A leading U.S.-based consulting firm wanted to monitor its competition’s social media presences to analyze their traction. The consulting firm
Professional Services firms and executives have come to realize that monitoring competitors’ content is an essential step when developing their own content marketing strategy.
A multibillion-dollar logistics provider wanted to develop and implement a data strategy to drive better decision-making.
A Big Four accounting and advisory firm implemented Evalueserve’s Insightsfirst platform because they wanted to enable insights generation related to competitors, their thought leadership, and relevant news.
One of the major Food & Beverage Company’s Procurement Division was looking for a dedicated research partner that can provide cost Intelligence through a well-structured approach, and help them make fact-based negotiations with suppliers to resolve the following challenges
Summary The prevalence of hydrogen in decarbonisation solutions aimed towards a clean energy future is rapidly growing. Hydrogen applications are being
Summary A global payments company wanted to understand why one of their three call centers received significantly lower ratings on customer
Summary An unexpected result of the COVID-19 pandemic was increased model malfunctioning that heightened the importance of model risk management (MRM).
Evalueserve provided category and supplier intelligence for a multinational oil and gas company that had previously struggled with knowledge management.
Summary A Big Four accounting and advisory firm wanted to monitor small and medium companies in the UK’s wealth management sector.
Efficient knowledge management makes it easier for organizations to build on their research and intelligence, understand what works and what hasn’t been tried, and maintain direction in the face of staff turnover.
Evalueserve rearchitected a multibillion-dollar food company’s CRM and email marketing systems and moved all the data to Google Cloud.
Summary Hydrogen is seemingly everywhere when it comes to the future of green energy. Advancements in generating green hydrogen from efficient
Summary A global aviation-industry OEM supplier had information on pricing for products and services they and their competitors offer. That information
Intel chose to partner with Evalueserve to co-develop the AI for a smart scale that would leverage the Internet of Things (IoT) in grocery stores.
Context One of the world’s largest banks and a long-term customer turned to Evalueserve to resolve its corporate finance analytics challenges.
A top-five Canadian bank wanted to manage the seasonal surge volumes associated with its commercial lending experience while managing regulatory requirements on time.
Context Syngenta, a leading global agricultural innovation and technology provider and 2021 CiMi.CON Award winner, wanted to establish a stronger competitive
Summary Facing threats to its business, a chemical and industrial manufacturing company decided to introduce and apply a comprehensive competitive intelligence
Context A global top five wealth management firm running a multi-channel demand generation program sought to optimize its marketing analytics through
The telecom equipment company historically had trouble collecting relevant information on its competitors.
A multinational gas and power company was looking for a comprehensive competitive intelligence program that would showcase all CI data on a single platform.
A global conglomerate that designs, manufactures, and markets professional, industrial, and commercial products and services – wanted to understand where opportunities existed within the EV landscape.
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.
A top US Bank was searching for a partner who could conduct a baseline validation as per SR 11-7 requirements.
A global investment manager with over $800bn assets under management struggled with operational efficiency and marketing effectiveness.
A leading design software provider wanted to have a competitive intelligence system that enabled its product development and strategy teams to have real-time insights and information on its key competitors.
An international implementing agency is providing technical support to the government of India’s Ministry of Health and Family Welfare (MoHFW) country-wide Rotavirus Vaccination Immunization (RVVI) program.
To support lubricant makers expanding into the future mobility space, we are following the fundamentals of our GREEN Framework, designed to generate insights to support decarbonization initiatives from strategy formulation to market execution.
A leading provider of bio-fuels and sustainable aviation fuel is tackling two of the behemoths of un-sustainability – what to do with municipal solid waste and how to decarbonize the aviation industry.
A Big 4 Advisory Firm had trouble making timely decisions since they couldn’t strategically track what their key accounts/clients were doing and what the firm leadership was focusing on.
A mid-tier advisory firm approached Evalueserve for a comprehensive assessment of its client, a retail company with stores across Spain, looking to increase its offerings and scale-up and renovate its existing stores.
A global merchant bank wanted to transition from a disjointed and decentralized file-based system to a more unified cloud-based CRM solution platform, DealCloud.
A global asset manager needed our help with creating a comprehensive and real-time solution for their product team that would support their key functions of market monitoring, innovation scouting, and strategic planning.
Most global asset managers have multiple market and competitive intelligence teams spread across the enterprise that is responsible for providing market insights.
A multibillion-dollar Consumer Electronics giant wanted to set up a patent portfolio assessment and management program to provide a consolidated and regular view to the senior IP management on the kind of patents in the portfolio.
The client wanted to improve their overall process for creating factsheets from the bottom up.
An FMCG company was having difficulty in toxicology data management involving identification, collection of data, and maintenance of updated physchem (eco)toxicology and clinical data.
An American multinational technology company was faced with a growing number of polymers, dyes, pigments, UVCB, and other complex chemicals.
A mid-tier advisory firm, approached Evalueserve to conduct comprehensive assessments on buyers for their client.
A mid-tier corporate finance and restructuring advisory firm focused on the UK market was also facing these challenges.
Our Research and Development (R&D) team combined both intellectual property (IP) research and business research approaches to identify suitable FinTech companies and startups for the client.
A large diversified company had portfolios in apparel, home appliances, and more.
A multi-billion-dollar High-tech major wanted to organically expand its existing patent portfolio, improve the value of patents, and ensure their future utility.
A food and beverage giant was having difficulty finding ways to remain relevant during a shift in consumer needs.
A global company was battling these challenges head-on, as their internal teams had to juggle and execute their own tasks and IDS filing.
A leading chemicals and materials company that had a portfolio mix of commodity and specialty polymers was facing challenges when charting out a robust circular economy roadmap.
A global heavy-equipment manufacturer wanted to understand their website visitor’s behavior by mapping the visitor journey so that they could optimize web content, marketing initiatives and improve the overall visitor experience.
An IT solution provider needed help optimizing their digital channel marketing spend so that they can get the most out of it.
A leading smartphone manufacturer approached us for help in evaluating the patent portfolio of a prominent licensor in the telecommunication industry, the patent portfolio included a diverse set of 100 US patents.
Evalueserve supported a leading mid-market-focused PE firm to manage the data and financials of its portfolio companies.
Evalueserve helped a PE client to manage and analyze its portfolio company’s unstructured data and profitability trends.
A leading M&A advisory firm was looking for solutions to manage staffing issues amid peak workloads without onboarding full-time employees and compromising data confidentiality.
A private equity firm that was handling increased deal flow needed to scan multiple opportunities, analyze significant amounts of target company data, and build and analyze standard financial models.
A private equity firm focused on the food & beverage industry wanted to understand the impact of the COVID-19 shutdown on its portfolio companies.
Our team provided the client with a comprehensive and robust analysis identifying relevant patent literature that disclosed synergistic data of different combinations of pesticide mixtures, toxicity and Greater than Additive Effects (GTA).
The bank needed resources experienced in Financial Due Diligence who could provide end-to-end support, including creating a full-fledged FDD databook and report.
A leading global management asset company struggled with having no workflow system in place when tracking and prioritizing content requests.
An oil & gas giant envisioned reducing its carbon footprint by modifying its existing supply chain.
A premium passenger and commercial automotive manufacturer was looking to stay ahead of the curve by pre-empting the disruptive trend of vehicle sharing and co-ownership.
A global specialty chemicals company was facing a constant challenge in building an efficient decision-support system when streamlining its innovation pipeline.
The global markets research team of a leading European investment bank had been reeling under ever-increasing cost pressure.
An oil & gas supermajor in Europe had aggressive production increase targets where a large portion of their strategy was dependent upon inorganic expansion.
A top global bank needed our help with making process improvements to flag high-risk accounts.
The bank needed help with bringing together and refining diverse risk management processes surrounding their high-risk portfolio management, in order to improve their report turn-around times.
A leading US investment bank was struggling with providing the right number of staff with the right language skills at the right time, in order to deal with the peaks and troughs in enhanced due diligence work.
The Evalueserve team was tasked with finding a way to proactively track and analyze the industry trends and innovations.
The Insightsfirst platform solution allowed this client to identify and take timely action on relevant, recent, and valuable potential opportunities in the payments market.
A multi-billion dollar corporation wanted to increase its presence in the EMEA region by taking an integrated approach towards the market.
Evalueserve developed a tracking system that aided the client in spotting inefficiencies across multiple facilities.
A major global industrials company needed Evalueserve’s help with managing their spend data.
Our client requested a tool that would drastically reduce stakeholder decision-making time for a field follow machine.
A US hypermarket retailer needed to redesign its inventory and distribution framework.
Evalueserve was tasked with developing a solution that can handle high volume inventory across four distribution centers, while providing continuously updated insights for the client and their stakeholders.
Evalueserve helped a Big 4 audit firm reassess their business model according to thought leaders within their client base.
The client wanted a partner that could provide formatting and document design support to its consultants and case teams.
The client was seeking a team that could support its marketing and business groups on campaigns, client communication, and research, used both for internal and external marketing and business development.
Learn how we’ve helped our client enable multi-function solutions for global gains
We helped a global real estate investment and management firm save over 5,000 hours annually by streamlining the process of creating, storing, and accessing key data.
The client needed dedicated support to manage and update its data assets. It expected the support partner to handle multiple activities.
Our client was looking for an experienced firm to undertake strategic research-related innovations for its global team of consultants.
A leading global law firm faced difficulty with prioritizing top business opportunities within the Asia Pacific region.
Achieve the benefits of automated data management through highly customized technology that suit specific objectives.
How Evalueserve helped a multi-billion dollar food sales company migrate their email marketing and CRM system to the cloud.
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