General Archives

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Strategies to keep physically and mentally healthy while working from home

The feeling of restlessness, both mentally and physically, is something that people find themselves struggling with.

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SFTR novel timelines and LEI data management

The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.

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How to maximize your time and your team’s effectiveness in times of a crisis

It was not long after we rang in the Lunar New Year in January this year, that our entire China team of 350 people were operating at a 100% work from home model.

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Premium Automotive Manufacturer Becomes One of the Largest Car Sharing Services Across the Globe

A premium passenger and commercial automotive manufacturer was looking to stay ahead of the curve by pre-empting the disruptive trend of vehicle sharing and co-ownership.

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Global Specialty Chemicals Company Uses Innovation 360 to Accelerate Decision Cycle

A global specialty chemicals company was facing a constant challenge in building an efficient decision-support system when streamlining its innovation pipeline.

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How Evalueserve delivers new insights to equity derivatives and ETF desks

The global markets research team of a leading European investment bank had been reeling under ever-increasing cost pressure.

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Major Oil & Gas Company Improves Acquisition Strategy through Customized Insights

An oil & gas supermajor in Europe had aggressive production increase targets where a large portion of their strategy was dependent upon inorganic expansion.

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How a large retail US bank created a solution for account updates and a dynamic market intelligence dashboard

A top global bank needed our help with making process improvements to flag high-risk accounts.

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7 Step Process to identify and retain top customers

It takes far more cost and effort to gain a new customer than it does to retain one. Read our 7-step process for identifying and retaining you most valuable customers.

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Big 4 Audit Firm Reaches Audience Through Redefined Business Model

Evalueserve helped a Big 4 audit firm reassess their business model according to thought leaders within their client base.

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Support for Brand Adherence and Consistent Creative Expression

The client wanted a partner that could provide formatting and document design support to its consultants and case teams.

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Design Support for Brand Adherence and New Visual Expression

The client was seeking a team that could support its marketing and business groups on campaigns, client communication, and research, used both for internal and external marketing and business development.

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Multi-function Solutions for Global Gains

Learn how we’ve helped our client enable multi-function solutions for global gains

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Knowledge Management Consultation for Accelerated Business Development

We helped a global real estate investment and management firm save over 5,000 hours annually by streamlining the process of creating, storing, and accessing key data.

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Adding Strategic Value with Tactical Automations

Our client was looking for an experienced firm to undertake strategic research-related innovations for its global team of consultants.

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Global Law Firm Obtains New Business Opportunities By Mapping Sector Trends

A leading global law firm faced difficulty with prioritizing top business opportunities within the Asia Pacific region.

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Does China’s economic savior lurk in the shadows?

What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.

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LIBOR set aside – who’s next in line?

The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?

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How to lower trading cost and volatility

What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.

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Boost productivity and time to market with Automated Model Update Solution

Our Automated Model Update Solution reduced the time spent on updating financial models dramatically. Research associates were able to save approximately 40-70% time on model updates.

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Gathering and Sharing Firm News and Reports – without the Pain

We used a combination of automation and process redesign to improve both speed and information quality, freeing up analysts’ time and improving the quality of portfolio managers’ decisions too.

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Meeting Commercial Challenges with Offshore Index Support

To secure sustainable growth and deliver high-quality services to their end clients, banks need skilled offshore teams who can support their business throughout the index life cycle.

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Give Your Research and Quant teams The Tools to Discover New Insights

We helped the Global Markets Research team of a leading European investment bank dramatically improve efficiency, freeing them up to explore new ways to add value.

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Reporting Dashboard Turns a Chore into an Opportunity

We built an automated dashboard tailored in line with client’s needs to make reporting far faster and more efficient, allowing both standard and custom reports to be created, configured, and shared more quickly than ever before – benefiting both the bank and its clients.

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Make your model validation 50% more efficient

We helped a leading US investment bank to decompose the process of validation and to automate key processes for testing and documenting, delivering significant time savings and business benefits.

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Should young investors focus more on dividend stocks?

See why young investors looking to invest for a long term should consider dividend stocks.

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Factor indices – still too sophisticated for LatAm?

Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?

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Why a Robo-advisor Centric Strategy Will Pay Off

Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.

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Boost Productivity with Integrated Workflow via Researchstream

This client needed an effective workflow management system that could handle a large volume of projects involving functionalities/features such as knowledge management, search, and reporting.

Data Analytics

Is HR analytics on your agenda?

Read how analytics can help maximize the potential of your human capital.

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Increasing Marketing Impact for a Global Asset Manager

A large-scale investment manager engaged Evalueserve to develop a target operating model for its marketing team that would enhance its operational efficiency, marketing effectiveness, and overall customer experience.

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Building the Right Knowledge Management System

Our client needed such a system to manage not only their own ongoing creation of knowledge assets, but also the significant volume being created by third-party vendors.

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How a major auditor used Researchstream to take control of knowledge problems

This case study explains how a leading US audit, advisory and assurance firm used our software platform, Researchstream, to take control of their internal knowledge projects. Researchstream provides an end-to-end workflow management system for research projects that streamlines and automates key processes and supports quicker, easier collaboration.

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Why Dividends Matter for Young Investors (too)

Dividend stocks are often associated with older investors looking for a regular yield, while young investors target short-term price movements. But does the relentless pursuit of price returns actually work?

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Enhance Productivity for Pitchbook Creation via Pitchready

Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.

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Predictive sourcing: What will the future bring?

Predictive sourcing holds out the promise of making procurement decisions using accurate predictions based on the analysis of big data.

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Non-Core Digitalization: Lessons from the Market

Does one ‘digitalization’ strategy apply to all business functions alike? To find out how to make non-core digitalization a success, read our Insights article.

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Adding social listening to your strategic toolkit

The client wanted to leverage social media platforms to conduct an Active Online Listening (AOL) project, to help generate better insights around smart cities and understand key topics being discussed.

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Can SAR devaluation help KSA reinvigorate its economy?

Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.

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4 Key Trends Shaping the Procurement Landscape

We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.

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Putting Cognitive Technologies to Work

Cognitive technology is transforming the way firms do business. In this article we explore how forward-looking companies around the world are putting cognitive technology to work across a range of business functions.

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Growth? Customer Data Holds the Answers

Consumer behavior is changing fast, business environments are increasingly volatile, and more and more marketplaces are going digital. In this turbulent landscape, it’s no wonder that securing organic, profitable incremental growth is the single most important challenge facing corporations today.

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MiFID II – wins or losses for asset managers?

The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.

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Brexit: Navigating through the uncertain climate

The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.

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Brexit: What US Investors Need to Know

Brexit – a work in progress, with everything still to pay for. This industry insights examines the economic and commercial impacts of Brexit, including the key factors you should consider if your portfolio covers UK firms.

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Reimagining asset management – one step at a time

The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.

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Reducing Junior Banker Churn: a Vital Task for Automation

Retaining promising junior bankers has become a high priority for investment banks. Automation has demonstrable advantages in terms of increased efficiency and reduced costs, but what about the potential for increased satisfaction?

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Suits, hoodies and machines – the future APAC banker profile

While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.

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Improving Delivery of Professional Services: Value of Last Mile Focus

The efficiency increases of mind+machine gains impact businesses on the scale of their operations. The time-to-market of solutions will drastically come down and so will the costs, and the potential reach will increase multi-fold thanks to such innovations.

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Sectors to watch after the US presidential elections

Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.

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The winning formula for sell-side research teams

Over the last few years, sell-side research firms have been under tremendous pressure to produce higher volumes of research that offer even deeper, better, and newer insights but with limited resources.

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How to Create Value Through Our 360º Framework?

The client was losing market share due to increased competition from other market leaders and new service providers. They had access to considerable internal and external data but lacked the bandwidth to perform detailed analyses.

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Do You Know What Consumers Say About Your Drugs?

Are you part of the global pharma conversation? Do you have the systems in place to join it? More and more pharmaceutical and healthcare companies are finding the need to actively engage with patients, physicians and key opinion leaders.

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Balancing Human and Robot Advice in Wealth Management

Assets under management by robo-advisors are on the rise and both startups and industry leaders are investing in this new technology. But what does that mean for human financial advisors?

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Deal Street Asia: IndusAge Raises $23m from Family Offices, HNIs; Makes First India Investment

Clairvolex helps companies in filing, managing and monetising patents, and competes with global players like Thomson Reuters, CPA Global, Evalueserve and Questel. Its clients include telecommunication and technology companies in the US and Europe.

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Computable: IT Manufacturer HGS India Opens Office in The Hague

After acquiring Treparel, Evalueserve now holds an office on the HSD Campus. HSD (the Hague Security Delta) Campus is the national innovation center for the security cluster, founded by the Hague and with the support of the European Union (ERDF / Opportunities for West).

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