Overview

Evalueserve's Capital Market Product Support offers a suite of services designed to enhance efficiency and effectiveness in capital market operations. Leveraging a combination of domain expertise and advanced technology, Evalueserve provides tailored solutions to meet the unique challenges faced by financial institutions. Their offerings encompass a broad spectrum of support, ensuring that clients can navigate the complexities of the capital markets with confidence.

Features and Capabilities

• Presales Support:
  • Sales/Consultant Database Service: Maintain and update sales and consultant databases to ensure accurate and up-to-date information.
  • Seismic Support: Assist in managing and optimizing Seismic platforms for effective content delivery.
  • Fund Factsheet Creation: Develop comprehensive and compliant fund factsheets tailored to client needs.
  • RFP/RFI/DDQ and Content Management: Manage and respond to Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs), ensuring timely and accurate submissions.
• Client Servicing/Post-sales Support:
  • Fund Marketing Content Management: Oversee the creation, maintenance, and distribution of fund marketing materials to ensure consistency and compliance.
  • Daily Bulletins/Newsletters: Produce and distribute daily market updates and newsletters to keep clients informed of relevant developments.
  • Client/Investor Reports: Generate detailed reports for clients and investors, providing insights into fund performance and market trends.
  • Marketing Presentations: Create compelling presentations to support marketing efforts and client engagements.
• Digital Marketing Solutions:
  • Web Content Management: Manage and update web content to ensure accurate and timely information dissemination.
  • Website Audit: Conduct comprehensive audits to assess website performance, usability, and compliance.
  • Data Quality Assurance (QA): Implement rigorous data QA processes to maintain the integrity and accuracy of information.
  • Search Engine Optimization (SEO) Audit: Evaluate and enhance website SEO to improve visibility and search rankings.
• Technology and Automation:
  • Process Re-engineering: Analyze and optimize existing processes to improve efficiency and reduce time-to-market.
  • Micro-automations: Implement targeted automation solutions to streamline repetitive tasks and enhance productivity.
  • Advanced Analytics: Utilize data analytics to provide actionable insights and support decision-making processes.
• Design Solutions:
  • Collateral Design: Create visually appealing and compliant marketing collateral that aligns with brand guidelines.
  • Compliance Approvals: Ensure all marketing materials undergo thorough compliance reviews to meet regulatory standards.
  • Collateral Distribution: Manage the distribution of marketing materials across multiple platforms to reach the target audience effectively.
• Dedicated Expertise:
  • Analyst Support: Access to a team of over 250 analysts specializing in asset and wealth management.
  • Technology and Automation Experts: Supported by more than 100 technology and automation professionals to deliver innovative solutions.
  • Data Analysts and Scientists: Backed by a team of over 100 data analysts and scientists to provide deep insights and analytics.