Market & Competitive Intelligence (MICI) for Asset and Wealth Management Firms
AI-enabled Intelligence Program
A hybrid market and competitive intelligence program for actionable and timely results.
Stay ahead and drive competitive advantage
Make Informed Decisions with Future Fit Competitive Intelligence
The level of competition within the Asset and Wealth Management space has reached a new high and sustaining the same profitability margin and growth has become difficult to achieve. Strategies that have been successful in the past become redundant in no time amid fast-changing investor preferences and industry disruptions. Competitive Intelligence strategies must constantly evolve and adjust to this dynamic market environment and competitor moves. In such a fast-evolving challenging marketplace, a well-oiled Competitive Intelligence function becomes critical to success.
Evalueserve offers an integrated Market and Competitive Intelligence Program that combines an AI, NLP, and Generative AI enabled digital solution, Insightsfirst, and domain experts. Global Asset and Wealth Management (AWM) firms leverage our MICI program which is scalable and addresses the intelligence needs of multiple stakeholders; we offer:
- AI and Generative AI enabled Technology Platform (Insightsfirst): curates’ information from 200,000+ data sources and provides self-service and timely intelligence on your key competitors
- MICI Processes: streamlined processes to gather, aggregate, and disseminate timely
- Domain Expertise: bring in strategic and actionable insights by identifying underlining leading indicators thereby adding business context to the platform insights
Product launches, tech disruptions, branding/marketing activities to create robust go-to-market strategies.
Eminence and thought leadership content, positioning, and focus areas to identify white spaces.
Measurable Business Benefits
Improvement in productivity
Increase in cost savings
Other business benefits of engaging with Evalueserve include (but are not limited to):
- Insightsfirst offers a generative AI chatbot, Research Bot that leverages large language models (LLMs) and is trained on proprietary domain-specific data to deliver summarized responses.
- Complement your internal competitive and marketing intelligence effort with our scalable technology and domain experts.
- Reduce time-to-market with actional intelligence to strategize, tap opportunities, and mitigate risks.
- Flexible and value-based engagement models.
Market and Competitive Intelligence Solutions for Asset and Wealth Management
Improving Brand Positioning and Revamping Marketing Strategy with Competitive Intelligence
A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.
Optimize your outcomes.
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.
Get an edge in the marketplace through differentiated competitive and market insights curated to specific needs.
Get the highest-quality view of your intellectual property and research and development data when and how you need it.
Facilitating modern workflow with superior proficiency, reliability, and configurability for research and design.
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.