Financial Services Solutions
Investment Research
Helping sell-side and buy-side clients differentiate their investment research.
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.
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- Solutions for Financial Services
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
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.