Evalueserve

The right signal, at the right time. Abhinav Bansal explains why our sales team doesn’t need more data. 📢 With the right tools and domain expertise, companies can connect the dots across systems, insights, CRMs, and seller workflows to turn market intelligence into real opportunities. #SalesEnablement #CRM #BusinessIntelligence #DataDrivenSales 

Heading to KIMRA next week! With the pace of change across research, knowledge, and AI-led environments, there’s a growing need to rethink how teams structure workflows, ensure quality, and scale insights effectively. KIMRA is a great setting for these conversations—small, senior, and highly focused. If you’re attending, Krista Abeyta from Evalueserve will be there and would be happy to connect. #KIMRA #AI #KnowledgeManagement #CBResourcing #Evalueserve

The asset and wealth management industry is at a turning point. In our latest Monthly Market Pulse, we’ve highlighted three shifts that are hard to ignore: 1. Global Wealth Transfer is reshaping advisory models ~$83T is expected to move across generations, and many heirs are rethinking who they work with. More than half plan to switch advisors—making this a real risk for firms that don’t adapt. 2. Retirement is no longer about saving, it’s about income Plan sponsors are now focused on delivering steady, guaranteed income. That’s driving momentum around annuity-based and structured retirement solutions. 3. Stablecoins are moving into the mainstream They’re evolving beyond crypto and starting to play a role in liquidity management, settlements, and investment operations. Put simply—client expectations, product design, and market infrastructure are all shifting at once. Firms that adjust early will be in a much stronger position. Thanks to our AWM experts and thought leaders for their valuable insights. Pratyush Prabhat, Mayank Buttan, Almas Akram, Rishabh Hingar, Bhavna Matta, Vibhuti Narang #AssetManagement #WealthManagement #AWMTrends #MonthlyPulse #Evalueserve

👏 We are proud to share that #EvalueserveChile has recently received two external recognitions for our inclusion practices, a meaningful reflection of the commitment we continue to build as a center to create positive impact within our teams and in the broader community. #ASPADE recognized us as one of its Strategic Partner Companies, highlighting the collaborative work we have developed together. We were also honored by #AvanzaInclusión with the “Impulso Regional a la Inclusión” distinction, which recognizes the best practices we have implemented in our workplace. These recognitions validate the work we have been driving over time and reinforce our belief that diversity, equity, and inclusion are essential enablers of collaboration, innovation, and sustainable growth. A special thank you to our Chile Inclusion Committee for their dedication, consistency, and impact, and to our country head Carolina Zamora. Their work plays a key role in ensuring that inclusion is an integral part of our culture and the way we operate. Thank you to everyone who contributes to this journey and helps make Evalueserve Chile a more inclusive workplace every day. #Evalueserve #Inclusion #DiversityEquityInclusion #DEI #Chile

Southeast Asia is becoming a testbed for new business models. 💡 From our perspective, turning early market signals into scalable, locally relevant strategies, will make the difference. Which opportunity would you bet on? Full newsletter here 🔗 https://lnkd.in/dDsc2WPA #SoutheastAsia #BusinessTrends #MarketIntelligence #InnovationTechnology

Eid Mubarak from all of us at Evalueserve. May this season bring reflection, gratitude, and meaningful moments with the people who matter most. Wishing our colleagues, clients, and communities peace and joy. #EidMubarak #Eid #Community #Evalueserve

It is always great to have Sumeet Chander in our India offices. Visits are always meaningful, bringing global leadership closer to our teams, reinforcing the importance of connection, culture, and alignment across a multinational organization like Evalueserve. Our HR leaders, Archana Bhatia, Vidhi Trehan, CFA and Noreen Tung, continue to play such an important role in building strong, connected, and people-first teams across geographies. They are the bridge between business goals and the people who make them possible. Strong organizations are built through consistent engagement, local presence, and people who keep culture alive every day. #LifeAtEvalueserve #GlobalCompany #Leadership #HRLeadership

Private markets firms are under real pressure right now. Deal windows are shrinking, teams are leaner, and the bar for decision-making quality hasn't moved. In our latest article, Deepesh Bhatnagar and Arpit Varma, FRM Varma explore how AI is changing the way private equity, infrastructure, and private credit teams execute across the deal lifecycle, and where human oversight still makes all the difference. The piece covers how firms can move beyond experimentation and build AI-led operating models that deliver both efficiency and investment integrity. Read the full article here - https://lnkd.in/dvAmmMZa #Evalueserve #PrivateMarkets #AI #Technology #PrivateEquity  

🎙️ Powering Financial Decisions with Evalueserve In this podcast-style video, Rahul Kathuria takes us inside Evalueserve’s Financial Services practice, where deep domain expertise meets AI-led innovation. Together with Kevin Tjoe, they unwrap how our analysts support financial institutions with sharper insights, faster execution, and greater confidence. "What makes the difference is the combination of proprietary AI-driven tools and human expertise. Together, they enable smarter, faster, and more reliable outcomes for clients making high-stakes financial decisions." Better intelligence, better decisions. Evalueserve East Asia & ASEAN #FinancialServices #AI #InvestmentBanking #AssetManagement #Valuation #Evalueserve 🔗https://lnkd.in/dxW7tdGF

Deal markets aren’t just picking up, they’re changing shape. As we move into the 2026 PE cycle, advisory teams are dealing with a different kind of pressure. Timelines are tighter, workstreams are overlapping more, and expectations on output quality keep rising. What’s becoming clear: 1) Execution speed is starting to differentiate teams 2) Consistency is harder to maintain across multiple live deals 3) High-volume, repeat work is becoming a bigger drag on capacity It’s less about doing more. It’s about doing it in a way that actually holds up when things get busy. Sharing a recent perspective by Anannd Srivastavaa and Vaibhav Goel on what this shift means for advisors: https://lnkd.in/gY6J-VAV #PrivateEquity #Deals #DealAdvisory #ValueCreation #Evalueserve