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.
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 used a combination of automation and process redesign to improve both speed and information quality, freeing up analysts’ time and improving the quality of portfolio managers’ decisions too.
To secure sustainable growth and deliver high-quality services to their end clients, banks need skilled offshore teams who can support their business throughout the index life cycle.
We helped the Global Markets Research team of a leading European investment bank dramatically improve efficiency, freeing them up to explore new ways to add value.
We built an automated dashboard tailored in line with client’s needs to make reporting far faster and more efficient, allowing both standard and custom reports to be created, configured, and shared more quickly than ever before – benefiting both the bank and its clients.
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.
This client needed an effective workflow management system that could handle a large volume of projects involving functionalities/features such as knowledge management, search, and reporting.
A large-scale investment manager engaged Evalueserve to develop a target operating model for its marketing team that would enhance its operational efficiency, marketing effectiveness, and overall customer experience.
An engineering simulation software company based in the US wanted to improve the level of engagement with its customers, recognizing a lack of targetable customer personas and an incomplete picture of the customer journey.
Our client needed such a system to manage not only their own ongoing creation of knowledge assets, but also the significant volume being created by third-party vendors.
We set up a dedicated team with experience in credit risk model monitoring and various data analytics tools, including SAS. A senior risk specialist supported the team.
The client’s credit risk reporting and analytics team were tasked with meeting the reporting and analytical needs of credit risk managers across the WIM line of business.
We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.
This case study explains how a leading US audit, advisory and assurance firm used our software platform, Researchstream, to take control of their internal knowledge projects. Researchstream provides an end-to-end workflow management system for research projects that streamlines and automates key processes and supports quicker, easier collaboration.
Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.
Evalueserve created an expert team that could adapt as needed, covering docketing and paralegal tasks. Evalueserve also brought in the expertise to optimize existing processes to ensure greater productivity.
The client wanted to leverage social media platforms to conduct an Active Online Listening (AOL) project, to help generate better insights around smart cities and understand key topics being discussed.
We helped a major US bank transform the productivity and accuracy of their financial spreading process with our patented financial spreading software, Spreadsmart.
The client wanted to leverage freely available meteorological data to improve predictions of pesticide sales.
The client was losing market share due to increased competition from other market leaders and new service providers. They had access to considerable internal and external data but lacked the bandwidth to perform detailed analyses.
The client found it challenging to identify key controllable and uncontrollable factors that drive customer churn at the dealer level. This in turn made it impossible to develop effective strategies to reduce churn.
Evalueserve provides a dedicated offshore research desk for a leading third-party global logistics firm’s competitive and market intelligence (CMI) team.
Evalueserve offers a unique combination of logistics domain knowledge, proven best practices for sales engagements and a mind+machine approach for scalability to deliver a comprehensive view of the various delivery & supply chain influencers such as warehousing hubs, demand hubs, transportation cost, cost per supply chain activity and more.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
Customer-centric data analytics can help in the assessment of customer bases and construction of versatile frameworks for sales enablement and customer interactions.
Aware of the potential of social media as a source of marketing, strategy, and adverse event information, a major pharmaceutical company wanted to invest in AOL.
