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.
An engineering simulation software company based in the US wanted to improve the level of engagement with its customers, recognizing a lack of targetable customer personas and an incomplete picture of the customer journey.
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.
We set up a dedicated team with experience in credit risk model monitoring and various data analytics tools, including SAS. A senior risk specialist supported the team.
The client’s credit risk reporting and analytics team were tasked with meeting the reporting and analytical needs of credit risk managers across the WIM line of business.
We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.
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.
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%.
Evalueserve created an expert team that could adapt as needed, covering docketing and paralegal tasks. Evalueserve also brought in the expertise to optimize existing processes to ensure greater productivity.
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.
We helped a major US bank transform the productivity and accuracy of their financial spreading process with our patented financial spreading software, Spreadsmart.
The client wanted to leverage freely available meteorological data to improve predictions of pesticide sales.
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.
The client found it challenging to identify key controllable and uncontrollable factors that drive customer churn at the dealer level. This in turn made it impossible to develop effective strategies to reduce churn.
Evalueserve provides a dedicated offshore research desk for a leading third-party global logistics firm’s competitive and market intelligence (CMI) team.
Evalueserve offers a unique combination of logistics domain knowledge, proven best practices for sales engagements and a mind+machine approach for scalability to deliver a comprehensive view of the various delivery & supply chain influencers such as warehousing hubs, demand hubs, transportation cost, cost per supply chain activity and more.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
Customer-centric data analytics can help in the assessment of customer bases and construction of versatile frameworks for sales enablement and customer interactions.
Aware of the potential of social media as a source of marketing, strategy, and adverse event information, a major pharmaceutical company wanted to invest in AOL.
Sector & Account Intelligence
MICI for Asset & Wealth Management
CI for Management Consulting Firms
ESG Intelligence for Asset Managers Fund Marketing & Digital Marketing Intellectual Property Management MICI for Real Estate
ESG Controversy Monitoring for Asset Managers
Patent Analysis
RPA For Risk Model Management
© 2025 Evalueserve. All rights reserved.