What gives us the edge?
Domain expertise and global reach
Our core team of 200+ trained professionals has over 10 years of end-to-end commercial banking domain experience serving global clients working across the underwriting value chain as well as diverse functions including business banking, capital finance, equipment finance, private banking, home mortgage, and commercial real estate.
Flexible engagement model
We offer multiple options of engagement models (managed service, FTE-based, and license-based models) with customizable capability to ramp-up quickly to suit variable client needs.
Innovation to enhance efficiency
Our proprietary solution, Spreadsmart, offers ~50% cost and time savings with 99.6% accuracy along with workflow and knowledge management, and SLA tracking.
200+ trained professionals and 100+ Spreadsmart licenses across our commercial banking clients, serving divisions including business banking, capital finance, equipment finance, wealth management / private banking, home mortgage, and commercial real estate.
Comprehensive training programs
Exhaustive in-house e-learning and classroom programs on credit research and financial spreading, specifically designed keeping in mind client guidelines.
End-to-end mind+machine™ solutions for commercial banks
Our tools enable your team to stay ahead of the competition and focus on what matters.
- Prospect List Generation
- Company Profiles
- Industry Research
- Peer Comparison
- CRM Analytics
Credit Origination and Underwriting
From borrower onboarding to credit memos, our solutions help you make better decisions.
- Borrower onboarding and Financial Spreading
- Documentation support and validation checks
- Spreading Public and Private companies on industry specific templates (dealer finance, Insurance, Healthcare, real estate, etc.)
- Credit Appraisal
- Perform initial risk rating for borrower to decide the loan terms and details, including the lending rate
- Financial Modeling
- Collateral Analysis
- Covenant Analysis
- Transaction summary
- Company overview
- Industry overview
- Historical and projected financial analysis
- Collateral analysis
- Risk rating rationale
- Credit Memo
Our support across the portfolio monitoring chain leverages domain expertise with in-house solution.
- Credit Reviews
- Approval/Credit Package
- Covenant Tracking
- Monitoring Industry Triggers for Early Warning Signs
Transform the way you manage risk through our state-of-the-art tools and domain expertise.
- Pricing/Profitability analysis
- Enterprise risk
- Validation of credit frameworks
- Risk Reporting (VaR, Stress Test, Model validation, model monitoring)
- Credit & Operations Risk
- Risk Adj. Performance Analysis
Click here to learn more about our Risk & Compliance solutions
Our accurate and fast data extraction tool enables faster extraction and seamless integration.
- Spreadsmart: an automated application to extract data from financial statements
Our financial spreading solution which helps in automating data extraction process efficient and also helps in management of workflow, knowledge and SLA tracking with multiple language capabilities and seamless integration with cloud as well as on-premise platforms
Talk to one of our experts
Get in touch today to ﬁnd out about how Evalueserve can help you improve your processes, making you better, faster and more efﬁcient.