Deal Automation Suite
Boost Front Office Productivity with AI
From decades of experience supporting global investment banks, we understand the constant pressure you face to meet tight deadlines.
We’ve identified the most manual, repetitive, and tedious tasks, and captured them within in our deal automation suite. Move beyond optimizing your workforce strategy, and leverage technology to boost productivity across your teams.
We offer several out-of-the-box tools for qualitative research, quantitative analysis, and pitchbook creation. You may also choose to build custom automations specific to your unique needs. Our automation studio experiments with new use cases to drive innovation and improve accuracy with Artificial Intelligence (AI) and Machine Learning (ML).
Scale productivity across your team.
Reduce manual errors.
Designed by investment banking experts with decades of experience.
Reference Case
Deal Automation Suite Achieves Significant Productivity Improvements
A global investment bank headquartered in Switzerland partnered with Evalueserve for over a decade to improve the junior banking experience. Today, junior bankers at the investment bank are assisted by Evalueserve's full Deal Automation Suite.
Related Resources
Optimize your outcomes.
RiskMinds Discussion Highlights: Implementing a Risk-Based Approach to Model Risk Management
The recent pandemic significantly stressed the model tiering approach presenting a clear to need for a model risk management system.
SR 21-8: Rationalizing Model Risk Management for BSA/AML Models and Systems
The recently issued interagency statement SR 21-8 is a non-binding guidance note with very useful and practical suggestions on how banks can juggle resources between SR 11-7 and AML/BSA compliance.
Financial Crime and Risk Management— Separate Origins, Converging Practices
The traditional types of risk such as credit and market risk are about losses and are able to be quantified. It may not always be easy to mitigate risk, but the first step is to gather data and make calculations that provide a basis for decisions about whether any given business is worth doing.
Combating Financial Crime Through Model Risk Management
Models are complicated things, and the principles of model governance, implementation, and use are there to make sense of them, make them explainable, and confirm that they work. Let’s take a closer look at how financial institutions currently do that and check our recommended practices for robust financial crime prevention, detection, and reporting.
Related Industries
Additional Industries.
Investment Banks
Corporate & Commercial Banks
Asset & Wealth Management
Deal Automation Suite
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Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.