Financial Services Solutions

Investment Research

Helping sell-side and buy-side clients differentiate their investment research.


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? 

Digitization and automation of traditional research processes

Enhance visualization and distribution processes using our interactive, automated research tools. 

Monetize research and data assets

Differentiate research and bundling of data assets to unlock a new revenue stream by partnering with Evalueserve to build  an Innovation Hub. 

Time optimization

Streamline your research processes to save analysis time for high-value work with  our technology and service design skills 

Our Advantage

Delivering Results

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Increase in efficiency

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Reduction in turnaround time

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Model accuracy

Our Capabilities

Transforming Research Processes to Increase Efficiency and Monetize Data

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.

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.

Financial Services Solutions

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.