Investment Banking Advisory
Supporting key stakeholders with developing strategies and monitoring effectiveness
Evalueserve has extensive experience of providing support services to deal teams, business managers, and C-level executives of our Investment Banking and Private Equity clients with critical decision-making insights.
We provide CRM Support to Business Development Teams, helping them enhance client relationships and operational efficiencies. Our analysts maintain, enrich, analyze, and report on a wide array of CRM Data for our clients.
Our team also supports Business Heads and CXOs with actionable insights and data-driven intelligence to optimize operations, monitor performance, and enhance overall organizational efficiency. We deliver comprehensive, real-time tactical and strategic reports as well as business intelligence dashboards to help our clients make informed decisions and stay ahead of the competition.
Our Capabilities
CRM and Business Management Support
Our team of research and analytics experts work with the Business Heads and Business Managers to provide decision-ready insights, reports, and dashboards.
CRM Support
Seamlessly manage client’s CRM platforms and keep it accurate and updated for insightful analysis and reporting. Data Maintenance
- Periodic data updates and revisions, maintain change logs, data dictionaries, etc.
- Data quality assessment
- Correct, update, and enrich existing CRM data
- Identify and bridge functional data gaps
- Analyze historical deal trends and prepare case studies
- Creating automated charts to provide insights
COO Support
Support Business Heads and COOs to optimize operational efficiencies by generating strategic reports.
Analytics Solution and Business Reporting
- Coverage Group Reports
- CXO Insights Updates
- Competitor and Sector Intelligence
- Relationship Effectiveness
- Financial Effectiveness
- Operational Effectiveness
- Sales Effectiveness
Optimization
Work with Business Leaders and CXOs to identify critical data sets and create insightful and interactive dashboards.
Business Intelligence Dashboards
- Creating insightful dashboards for enhanced decision making
- Custom automation support to develop platforms and tools to generate tailored reports and perform complex data analysis
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