Evalueserve is a global professional services provider offering research, analytics, and data management services powered by a combination of human expertise and technologies using smart algorithms. It has global teams of over 3,200 skilled professionals available 24/5 in multiple languages. Evalueserve works with clients in financial institutions, investment banking, and risk management.

1. Evalueserve – powered by mind+machine™
Evalueserve is a global professional services
provider offering research, analytics, and data
management services. We are powered by
mind+machine – a unique combination of
human expertise and best-in-class technologies
that use smart algorithms to simplify key tasks.
evalueserve.com/contact
Want to learn more on how our global
teams and onsite+offshore engagement
model can work with you?
Contact us today!
Evalueserve Advantage
Solutions for financial institutions
Marketing, CRM & Predictive
Analytics
• Marketing Analytics
• Customer Analytics
• CRM Analytics
• Predictive Analytics
Production & Distribution Support
• Editorial (with specialization in
financial editing) and Financial
Translation
• Desktop Publishing and Design
• Enterprise Content Management/
News Letter Support
£ € $
Index & Quantitative Research
• Index/Strategy Support
• Modeling Support
• Risk Data Management Solutions
• Risk Reporting Solutions
• Model Building & Documentation
Solutions
• Model Validation & Monitoring
Solutions
• Compliance Support
• Financial Spreading (Credit risk)
Risk Management
Financial Research
• Equity Research
• Fixed Income research
• Strategy and Macro-economic
research
• ESG Research
Investment Banking Support
• M&A Advisory / Corporate
Finance Support
• Equity / Debt Capital Markets
Support
• Valuation Advisory Support
• Marketing and Other Support
Services
Employee movement
to low-cost locations
While offshore strategic locations such as India, China, and Eastern Europe have long
remained favoured destinations, Tier-II cities in the United States are now preferred
destinations for the big banks to set shop onshore.
With as many as 20 - 30% of their headcount now in U.S. cities such as Jacksonville,
Buffalo, Dallas, Nashville… banks are able to retain jobs onshore, while still reducing
compensation expenses.
Wall Street Goes Global...
And that’s not in terms of the number of foreign companies listing on the NYSE or the
Nasdaq. Not is it in terms of the cultural diversity one sees in the heart of New York City!
Top-tier, global I-banks are moving to lower cost, strategic destinations in an effort to
optimize their costs and maintain profitability. Coupled with efficiencies gained at the back
of technology, this is a prevalent trend in the Investment Banking world today.
Viña del Mar
Chile
Rheinbach
Germany
Why Evalueserve?
Evalueserve Centers
Regions where banks are moving to
Gurgaon
India
Cluj-Napoca
Romania
Shanghai
China
• Global team of 3,200+ skilled professionals
• 24 x 5 Availability
• Multi-lingual teams to ensure worldwide insights
• Proprietary optimization tools to improve productivity and efficiency
• Flexible on-site teams
Top U.S destinations:
Source: Reuters.com
of workers remaining in expensive cities by 2024
of workers in offshore strategic locations by 2024
Our Financial Services clients include:
Top 10 global investment banks
Several mid-market investment banks
Top 5 US and UK retail and commercial banks
California
Texas Florida
North
Carolina
Delaware
New Jersey
Utah
Raleigh
USA