Asset & Wealth Management
Marketing & Sales Intelligence.
Delivering differentiated insights and intelligence to various teams of asset and wealth management firms – including strategy, product development, marketing, sales & distribution, and client servicing – for quick, more informed, and accurate decision making.
Asset & Wealth Management
Intelligence That Will Give You An Edge.
Stay ahead of your competition with actionable intelligence on competitor motivations and behaviours, industry disruptions, product development, pricing, brand positioning and more. Evalueserve understands the criticality of a well-structured competitive intelligence machinery for Investment Managers and offers a customized domain-specific AI solution for Asset and Wealth Managers.
Our Advantage
Delivering Results.
Productivity gains
Annual day saved
Increase on competitive tracking coverage
Our Capabilities
Business Intelligence.
Gain competitive edge, improve efficiency and productivity by leveraging unparalleled customized intelligence and actionable insights on three key aspects – market, competitors, and product
Market Analysis & Strategy
Critical data and insights on the overall market sizing, emerging trends and drivers, risks and opportunities, competitor and investor landscape, disruptive technologies, and government regulations
Competitive Intelligence & Strategy
Dig deeper to understand your competitors by discovering their business and operating models, strategic initiatives, competitive and customer positioning, brand messaging, M&As, and benchmarking analysis based on KPIs like AUM, fund flows, customer growth, fees, financials, etc.
Product (Offer) Intelligence
Gather insights on new product developments across the value chain, product strategies, product positioning, benchmarking, opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments
Our Products
AI-Powered Products That Scale.
Spreadsmart
Automate financial data extraction for valuation. Improve accuracy and increase the speed of financial spreading by 70%.
Insightsfirst
AI-enabled platform that empowers you to get an edge in the market through differentiated insights and recommendations.
Insightloupe
Combination of human expertise and best-in-class technology to patent landscaping; obtain expert–backed IP and R&D insights.
Publishwise
An AI-powered platform that lets users swiftly recommends content for proposal creation using intelligent search, NLP and ML.
Related Industries
Additional Industries.
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.