The Industry
Win More Deals by Maximizing Productivity
Investment banking is a demanding sector that is constantly changing. We understand your top priorities are keeping your teams ahead of the game, closing deals, and winning business. However, junior bankers are burdened with lengthy manual tasks, causing high attrition and a widening talent gap.
Our technology-driven solutions can unleash your organization’s full potential by automating time-consuming tasks across multiple product sectors. Eight of the top 10 global investment banks trust Evalueserve. Our extensive experience delivering over 10,000 automations resonates with our clients, which include bulge-bracket banks, commercial banks, boutiques, and mid-market firms.
Productivity Improvement
Top Global Investment Banks
Countries with Active Engagements Globally
Services We Provide
Optimize Your Processes
Investment Banking Advisory
End-to-end deal support from origination to execution. Our AI-powered solutions include valuation, transaction advisory, restructuring, product support, and more.
Advanced Analytics
High-quality insights, backed by domain-specific AI, for enhanced decision-making in the deal origination and transaction processes. Leverage our deep sector expertise to deliver ROI.
Back Office Support
Accelerate with AI across multiple functions, including 24/5 BIS and library coverage, desktop publishing and design, and marketing support such as content production, analytics, and marketing information systems.
Investment Research
Build efficiencies in your research process using micro-automations and contextual productivity suites for projects such as financial modeling, thematic research, database management, economics/equity strategy, and credit research.
Innovation & R&D Intelligence
Fuel innovation through AI-driven actionable insights and enable your organization to thrive in today’s competitive world. As the world’s largest provider of R&D intelligence solutions, Evalueserve provides the strategic perspective needed to stay ahead of the competition and technology curve.
Related Resources
Explore Our Domain Expertise
Why Peel Hunt Partnered with Evalueserve to Transform Equity Research Distribution
In this testimonial, Lars Mitchell, Head of Research Publications at Peel Hunt discusses partnering with Evalueserve to come up with a unique solution for equity research distribution through our Insightsfirst platform.
From Handshakes to Signatures – Navigating MA Closure Dynamics
Explore the intricate landscape of M&A deal closure, its challenges, key considerations, and strategic approaches for a successful outcome with Evalueserve’s comprehensive assistance.
Securing Success in Deal Execution: Risk Mitigation Through Due Diligence
Explore how Evalueserve’s experienced team navigates deal execution, mitigating risks through comprehensive due diligence, ensuring successful transactions and protecting stakeholders.
Generative AI – The Next Big Leap in Financial Services – Research & Analytics
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI for business growth while ensuring responsible implementation.
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.
