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Resources overview

Latest Resources

Enhance Productivity for Pitchbook Creation via Pitchready

Case Study

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%. 

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Eight Key Trends in Sell-side Research under MiFID II

Industry Insight

MiFID II is revolutionizing the way investors pay for their research. Check the most recent trends emerging in the research industry and see how much buy-side can expect to pay for research, and what will they be willing to pay for.

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How Cognitive Technology is Transforming Procurement

White Paper

Cognitive technology has the power to change the way we do business profoundly and transform the way procurement professionals approach their work. In this white paper, we examine three key areas of cognitive technology and their impact on the Procurement function: machine learning, natural language processing and artificial intelligence (AI).

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Evalueserve in the News

Microsoft: Find out how a global professional services firm optimizes data management and innovation

For more than a decade, organizations have been outsourcing business processes to control costs and increase agility. That was good news for Evalueserve, which began providing data management services to a global customer base in 2000. Over time, the company began offering more complex analytics and business optimization services that required advanced backup and storage solutions. But as the volume and complexity of data grew, Evalueserve needed to find a more scalable and easily managed platform.

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CEOWorld Magazine: Data Analytics and the Ring of Knowledge

Data analytics is rapidly becoming a critical field for all businesses. But in this cacophony of commentary around Big Data, Artificial Intelligence, Internet of Things, Cloud, and mobile, how do you decide where to spend your efforts? As a business leader, what is it that you need to know? Also, what is the mind+machine approach and how can it help you?

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Our Blog

Don’t Get your Basics Wrong – AI, Machine Learning, or Big Data

In recent times, my conversations with general managers have inevitably veered to the topic of Artificial Intelligence (AI) and Machine Learning (ML). What puzzled me was the lack of true understanding of these terms and the imprecision with which they were being used.

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How to be a trusted partner for a company’s IP department

High-volume tasks like docketing can become overwhelming, meaning work on patent analytics and designing new services can suffer. BASF’s IP group has decided to work with Evalueserve. Why does outsourcing such sensitive work require a lot of trust?

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Industry insights

Eight Key Trends in Sell-side Research under MiFID II

MiFID II is revolutionizing the way investors pay for their research. Check the most recent trends emerging in the research industry and see how much buy-side can expect to pay for research, and what will they be willing to pay for.

Discover more

Non-Core Digitalization: Lessons from the Market

Does one ‘digitalization’ strategy apply to all business functions alike? To find out how to make non-core digitalization a success, read our Insights article.

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Press Releases

Evalueserve launches Spreadsmart for fast and accurate financial spreading

Evalueserve, a global provider of research, analytics and data management services, has launched its newest offering: Spreadsmart, a financial spreading software that provides a fast and accurate solution to commercial lending and credit assessment businesses.

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Evalueserve expands its Board

Professional services provider Evalueserve is welcoming Dr. Christian Casal and Armin Meier to its Board of Directors to strengthen its leadership team. The background and experience of the new members complements the current Board, which consists of Marc Vollenweider, Chief Strategist and Co-founder of Evalueserve; Timo Vättö, Chairman of Evalueserve; and Daniel Wälchli, Executive Board Member of IHAG Holding.

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Case studies

Enhance Productivity for Pitchbook Creation via Pitchready

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%. 

Discover more

Boost Efficiency with Fully Automated Financial Spreading

Banks depend on fast, accurate financial spreading to process credit applications promptly and minimize risk, but existing manual processes can be cumbersome, inaccurate and slow.

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White Papers

How Cognitive Technology is Transforming Procurement

Cognitive technology has the power to change the way we do business profoundly and transform the way procurement professionals approach their work. In this white paper, we examine three key areas of cognitive technology and their impact on the Procurement function: machine learning, natural language processing and artificial intelligence (AI).

Discover more

Demystifying MiFID II – The Future of Sell-Side and Buy-Side Research

The unbundling of research provisions in MiFID II is likely to have a significant impact on all market participants. How will the new rules affect investment firms / sell-side firms, asset managers / buy-side firms, and research partners?

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