Corporate Banking Support

Make your credit review process robust and efficient through comprehensive mind+machine™ solutions

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MAKE YOUR CREDIT RISK REVIEW PROCESS FAST, ACCURATE, AND EFFICIENT

Corporate Banks globally are undergoing seismic changes driven by need for improving economic profits, meeting ever increasing regulatory requirements, adopting digitization and meeting increased customer expectations. These challenges continue to evolve; hence it is imperative that banks re-evaluate their operating model to keep pace with changing banking environment.

Evalueserve understands Corporate Bank’s requirements and what it takes to stay ahead. Our focus on digital transformation, process re-engineering, insightful customer analytics, operational flexibility and customized solutions have allowed us to solve above challenges for our clients across the entire Corporate Banking value chain. Our proprietary Credit Review Automation Suite can improve the productivity of the underwriting and portfolio monitoring process by up to 60% keeping accuracy at 100%, and let your team focus on what is important for their corporate clients.

With proven expertise in credit research domain, and our proprietary automation tools, we provide our transformational services to several leading Corporate Banks.

Digitize YOUR CORE PROCESSES to make them MORE EFFICIENT AND accurate

  • Empower your risk analysts

    Credit Review Automation Suite:

    To improve efficiency and accuracy of your underwriting and portfolio monitoring process

  • Spend more time mitigating risk

    Managed Resources:

    To manage uneven workflow cost effectively through customized staffing models

  • Streamline reporting tasks

    Faster Turnaround:

    Enhanced efficiency that helps bankers execute credit reviews in a timely manner

  • Risk and Compliance - Employee conduct

    Workflow and Knowledge Management:

    Integrated platform that tracks upcoming credit reviews, streamlines workflow, and helps to re-use previous memo and financial model

  • Empower your risk analysts

    Real Time Update:

    Automated real-time news updates on selected portfolio companies

The mind+machine™ difference

  • Domain Expertise

    700+ FTEs with extensive experience in company and sector research, portfolio monitoring, credit memos and reviews, buy-side credit research, and building financial models.

  • Cross-domain synergies

    Deriving synergies from 1,000+ sector experts serving investment banking sector teams and sell-side research analysts

  • Process Transformation Capability

    Proprietary automation tools that help our clients achieve 60% efficiency

  • FLEXIBLE ENGAGEMENT MODEL

    Customized staffing and pricing model to suit client requirements

  • EXHAUSTIVE TRAINING PROGRAM

    CFA Certified robust training program dedicated especially for Credit Research Analysts

END-TO-END MIND+MACHINE™ SOLUTIONS FOR CORPORATE BANKS

  • Prospecting and Relationship Management Support

    We provide sales support to front line relationship managers and senior bankers, to identify and acquire new clients.

    • Company Screening
    • Client Discussion Material / Pitchbooks
    • Company Profiles
    • Industry Research
    • Newsletters and Market Updates
    • Public Information Book
    • Case Studies/Situation Overviews

  • Underwriting and Portfolio Monitoring Support

    We provide extensive support to Portfolio Managers during the Credit Review Process.

    • Credit Memos – Underwriting Memos, Annual and Quarterly Reviews
    • Financial Modelling
    • Earnings Summary
    • News Tracking (Company as well Industry)
    • Sector level portfolio monitoring

  • CRM and Business Management Support

    We provide customer relationship and business management support to CXOs.

    • Operational Performance Analysis
    • Financial Performance Analysis
    • Workforce Analytics
    • Sales and Marketing Analytics
    • Competitive Intelligence
    • Salesforce Support
    • Custom Dashboards

  • Digital Platforms

    Proprietary Credit Memo Automation Suite to transform credit review process and enhance efficiency.

    • Researchstream

      • Researchstream is a modern, easy-to-use workflow solution

    • Spreadsmart

      • Our patented platform that efficiently automates data extraction from financial statements.

    • ATUM (Automation Model Update Platform)

      • A tool that automates the financial model update process.

    • Pitchready

      • A PowerPoint add-in that automates power point functions e.g. creation of Tombstones or banker Bio’s

    • Insightsfirst

      • An AI enabled platform that provides real-time market and company insights for tracking borrowers.

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.

Talk to an Expert