Lending Services
Accelerating New Borrower Identification and Onboarding
Evalueserve helps lending institutions to stay ahead of the competition with technology-enhanced services like prospect screening, sector tracking, preparation of client reviews/sighting papers, customer analytics and more. With a broad array of services in the pre-lending space, Evalueserve drives growth of accounts and helps in revenue generation via new borrowers.
Our Capabilties
Service Offerings
Screening & Profiles
Enhanced lending opportunities through analytical screening of prospects and creating borrower profiles.
Deal Pitch reports
Creating deal pitches on financial performance, borrower’s overview and sector analysis.
Initial Sighting Paper & Public Information Book Support to Coverage
Preparing sighting paper for prospective borrowing opportunities (includes borrower profile and financial capability).
Related Resources
Optimize Your Outcomes
Lending Transformation – Digital Way
In a world of traditional banking when a customer applied for a loan, it took weeks to get to the loan approval decision. Traditional banks made the process seem as difficult as swimming across an ocean!
Providing Credit Approval Support for a Leading Canadian Bank
A top-five Canadian bank wanted to manage the seasonal surge volumes associated with its commercial lending experience while managing regulatory requirements on time.
Financial Spreading – Challenges and Solution
Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.
Financial Industry Reports – It’s Time to Go Interactive
Imagine yourself in a Harry Potter movie, reading a newspaper with pictures that move and characters that smile and wave to you! How cool would that be?
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.
