The mind+machine™ difference
700+ FTEs with extensive experience in company and sector research, portfolio monitoring, credit memos and reviews, buy-side credit research, and building financial models.
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
Proprietary Credit Memo Automation Suite to transform credit review process and enhance efficiency.
- ATUM (Automation Model Update Platform)
Researchstream is a modern, easy-to-use workflow solution
Our patented platform that efficiently automates data extraction from financial statements.
A tool that automates the financial model update process.
A PowerPoint add-in that automates power point functions e.g. creation of Tombstones or banker Bio’s
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.