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.
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 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 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.
A leading hearing aids company was seeking to competitively position its products in the US market, based on its competitors’ product features, price to franchise and final price to end-users, bundling options in terms of end-user prices and the price mark-ups.
Know how Evalueserve’s proprietary AI-driven platform provided actionable competitive intelligence and enabled a leading B2B scientific and laboratory equipment supplier to scale up its CI program and go-to-market strategies.
Discover how our comprehensive competitor benchmarking study in the advice market empowered a large institutional asset manager to make well-informed decisions and enhance their strategy.
Discover how Evalueserve’s macrotrends tracker and competitor intelligence monitor empowers energy industry players to navigate disruptions and seize opportunities in a dynamic market.
Explore how Evalueserve supported one of the top global dental devices company in devising differentiated sales and marketing strategies using competitive insights driven by subject matter experts and proprietary AI tools.
Discover the hidden potential of the electric vehicle charging market and uncover strategic investment opportunities with our comprehensive analysis and insights.
Discover how our deep-dive analysis helped a leading asset and wealth management firm revamp its fee schedule, align with industry norms, and encourage positive consumer behavior, ultimately enhancing revenue and client retention.
Discover how a Fortune 100 Financial Services firm improved its market positioning through a comprehensive competitor assessment, identifying key strengths and areas for growth, and refining its marketing and sales strategy.
Explore how AI-driven data insights revolutionized KOL engagement in the pharmaceutical industry, enabling unbiased collaboration, informed decision-making, and enhanced patient outcomes.
Protect your intellectual property with Evalueserve’s programmatic solution. Streamline operations, safeguard assets, and gain a competitive edge in the consumer electronics industry.
Discover how a leading hygiene brand adapted to post-COVID consumer demands by aligning their R&D strategy. Stay ahead of the competition with an innovative roadmap that meets evolving needs in infection prevention. Strengthen your market position and maximize growth potential.
Multinational electronics corporation uses Insightloupe to enhance their electric vehicle (EV) fleet strategy. The platform provides R&D intelligence, IP trends analysis, and white space research. Opportunities identified in the EV battery management system market include battery scheduling, fraudulent battery detection, and battery swapping. Insightloupe helps the client with IP and market strategy, enabling them to capitalize on market potential and expand their business.
Gain insights into how a manufacturing giant for construction waste processing used Insightloupe’s Innovation Intelligence to define their technology roadmap. Discover how they stayed ahead of the competition, made informed strategic decisions, and adapted their business to remain relevant in the evolving market landscape.
Optimizing fabric care R&D with Insightloupe’s dynamic benchmarking led to tailored scouting & strategic control for a consumer goods corp. Reduced experiments & clear results enabled efficient innovation. The client achieved cost & time savings by selecting optimal ingredients & partners.
While responding to business opportunities, our client often struggled to collate relevant material quickly, as it was difficult to search the latest pre-sales assets in their current repository.
The corporate and product strategy team of a global commercial real estate (CRE) consulting firm was considering to enter the proptech business segment by building in-house capabilities and engaging in new partnerships or acquiring an existing brand.
Our client wanted to launch new ESG funds for European investors. For this, the client wanted to track current and prospective portfolio companies on various economic (E), social (S), and governance (G) parameters using a prioritization framework. The client also wanted to continuously monitor portfolio companies as required by the SFDR, SEC, and other ESG regulations.
One of the largest global Edtech providers for online teaching and learning wanted a comprehensive overview of the current and future state of the global Edtech market. For this, the client wanted to follow its main competitors closely and understand consumer and education trends, emerging technologies in online learning, and any changes in the workforce in detail.
In this article, we discuss how our 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.
An international Law Firm found that Searchstream offered a simple and effective way to submit patent search requests. This is crucial to their due diligence processes given the quickly developing technology creating a necessity for frequent searches.
Thermo Fisher 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.
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.
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.
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.
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.
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.
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 multibillion-dollar logistics provider wanted to use AI to drive go-to-market activities, including trailer forecasting and customer segmentation.
A global development consulting firm realized that its employees were responding to requests for proposals (RFPs) without referencing previous relevant proposals.
A prominent international consulting firm recognized the power of staying one step ahead in the race for digital dominance. To elevate their marketing strategy, they aimed to analyze their competition’s social media footprints and gain valuable insights into their success.
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
A global payments company wanted to understand why one of their three call centers received significantly lower ratings on customer satisfaction than the others. The company’s customer experience group had long used Evalueserve to conduct surveys.
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.
Evalueserve provided category and supplier intelligence for a multinational oil and gas company that had previously struggled with knowledge management.
Evalueserve helped implement its AI-driven Insightsfirst Opportunity Radar (ORAD) to detect opportunities from over 200,000 public and industry-specific sources. To ensure high relevancy and avoid noise, all opportunities were curated by our in-house experts.
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.
A global aviation-industry OEM supplier had information on pricing for products and services they and their competitors offer. That information was not readily available to their sales team, as much of it was stored in unconventional sources such as PDF catalogs.
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.
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.
Syngenta wanted a solution that would ensure that competitive and market intelligence data and analysis was available to all of their teams.
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 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 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.
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.
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 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.
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 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.
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 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.
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.
Evalueserve developed a tracking system that aided the client in spotting inefficiencies across multiple facilities.
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.
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.
A leading global law firm faced difficulty with prioritizing top business opportunities within the Asia Pacific region.
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 client’s existing offshore strategy was based on a dedicated one-toone support model, with very few analysts having access to offshore teams.
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.
This client was looking for deeper, more sophisticated analysis of clients’ portfolios in relation to their investment goals, plus a rigorous way to evaluate the performance of their accounts and financial advisers.
We helped a top global asset manager tame their data with a sales and marketing performance dashboard that integrates data from multiple online and offline channels.
We helped a leading US investment bank to decompose the process of validation and to automate key processes for testing and documenting, delivering significant time savings and business benefits.
We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.
