Services We Provide
Optimize Your Processes.
We have over 15 years’ of experience working with capital markets and commercial, retail and investment banks. We’ve channeled that knowledge into helping our clients stay relevant, competitive and compliant.
Investment Banking Advisory
Accelerate your deal flow with technology-driven solutions backed by decades of industry experience.
Lending Services
Approve loans and monitor portfolios more efficiently with expert services and domain-specific technology accelerators.
PE Advisory
Technology-driven research and analytics support for private equity, venture capital, and investment firms.
Investment Research
Reduce costs by utilizing our highly trained offshore financial research and data analytics team.
Risk Transformation
Streamline risk operations to keep up with evolving regulations.
Asset & Wealth Management
Differentiate, scale, and market your products more effectively.
Innovation & Intellectual Property
Quality-focused IP search, patent watch, and innovation scouting.
Data Analytics
Harness data with domain-specific AI so your decision-makers can deliver ROI.
Industries
Financial Institutions We Support.
Leveraging our deep expertise in financial sectors, we specialize in optimizing banking processes and workflows.
Our streamlined approach boosts efficiency and incorporates advanced technology, ensuring our clients excel in the rapidly evolving financial services industry, both in operational excellence and compliance.
Top Global Asset Managers
Top Global Investment Banks
Countries with Active Engagements Globally
Our Values
How We Are Different.
Financial Experts
Our highly trained experts have extensive experience working with all types of financial institutions across various sectors, domains, and regulations.
Domain-Specific Accelerators
In working with financial services clients, our experts have identified the most impactful automation opportunities and developed accelerators specifically for their workflows.
Modular Technology
We configure our solutions with pre-built components to decrease time to value, boost productivity, and fast-track your RoI.
Related Resources
Explore Our Domain Expertise.
Reimagining Model Risk Management: New Tools and Approaches for a New Era
Explore how financial institutions are transforming Model Risk Management with new tools, automation, and AI in this collaborative report by Chartis Research and Evalueserve.
Navigating Private Markets in 2024
Insights on navigating private markets in 2024, focusing on emerging trends, technologies, and future prospects amid market volatility.
Why Peel Hunt Partnered with Evalueserve to Transform Equity Research Distribution
In this testimonial, Lars Mitchell, Head of Research Publications at Peel Hunt discusses partnering with Evalueserve to come up with a unique solution for equity research distribution through our Insightsfirst platform.
Using Generative AI in Banking
In this webinar, we discuss opportunities to incorporate Generative AI into investment banking and lending processes with real-world examples.
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.