Overview
Rethinking Operating Models in the Digital Era
Investment firms are turning to automation and digital tools to enhance their research function. Both sell-side and buy-side research teams are increasingly focused on producing differentiated research and delivering it through digital channels that meet investor needs. Alternative data sets are being combined with advanced analytics techniques to generate actionable insights.
How does the traditional research function differentiate its strategy and research products, while optimizing processes? How do you scale up your proprietary datasets and use them to generate meaningful insights, ultimately monetizing your data assets?
Enhance visualization and distribution processes using our interactive, automated research tools.
Differentiate research and bundling of data assets to unlock a new revenue stream by partnering with Evalueserve to build an Innovation Hub.
Streamline your research processes to save analysis time for high-value work with our technology and service design skills
Our Advantage
Delivering Results
Increase in efficiency
Reduction in turnaround time
Model accuracy
Our Capabilities
Transforming Research Processes to Increase Efficiency and Monetize Data
Core Research
Build efficiencies in the research process by using micro-automations and contextual productivity suites for projects such as financial modeling, thematic research, database management, economics/equity strategy, and credit research.
Data Solutions
Unlock new insights from your data assets with advanced analytics, alternate data, market research/channel checks, data management and reporting, and visualization.
Publishing & Distribution
Leverage our domain expertise with end-to-end support across the digital publishing value chain and in-house technology to assist your teams with design and editorial, publishing, and entitlement and distribution.
Research Support
Optimize research management activities such as corporate access, COO support, research marketing, and CRM analytics and reporting.
Reference Case
Boost Productivity and Time to Market with Automated Model Update
Our client is a global bulge bracket investment bank and we support their equity research teams across multiple geographies. With increased pressure to reduce time to market, equity research teams get stretched to update their financial models quickly, especially during peak earnings season, when multiple companies report on the same day. Analyst teams needed a solution to update their models faster – but without compromising on data accuracy.
Related Resources
Optimize your outcomes.
Using hybrid staffing to optimize costs and boost efficiency
Our client’s existing offshore strategy was based on a dedicated one-toone support model, with very few analysts having access to offshore teams.
Dynamic Marketing Handouts: Interactive content replacing static PDFs and PPTs
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.
Economic Insights: The Impact of Covid-19
As Covid-19 continues to spread, the burden of disease has been asymmetrically distributed, as countries find themselves at different stages of the pandemic.
IASB Refocuses on Transparency and Improved Presentation of Financial Statements
The International Accounting Standards Board (IASB) published the draft proposal of a new standard – General Presentation and Disclosures in December 2019 – which is expected to replace the existing IAS 1.
Related Products
AI-optimized products that scale.
We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.
Researchstream
Streamline research requests and improve knowledge management with Researchstream, a modern workflow platform that’s highly configurable and built for investment banking needs.
Pitchready
Modernize pitchbook creation with Pitchready, a PowerPoint add-in for faster, easier access to client-ready logos, tombstones, and templates.
Compsbuilder
Accelerate the valuation process with a one-stop platform for trading comps and benchmarking data. Automatically remove duplications and standardize data for re-use.
Spreadsmart
Automate financial data extraction for valuation. Compatible with various file types. Improve accuracy and increase the speed of financial spreading by 70%.
