Client Stories - Evalueserve - Case Studies

Global Appliance Manufacturer Optimizes Media Mix and Improves Marketing ROI With Joint Google Cloud–Led AI Intelligence

Csongor Eross — Tue, 21 Apr 2026 11:37:55 +0000

Discover how a global appliance manufacturer improved marketing ROI by 28% using an AI-powered marketing mix modeling solution on Google Cloud.

Global Bank Partners with Evalueserve to Automate Covenant Monitoring Using AI

Tammy Duong — Tue, 24 Feb 2026 17:00:29 +0000

Global bank boosts efficiency and accuracy with AI-driven, automated covenant monitoring through Evalueserve’s Spreadsmart platform

Scaling Spend Intelligence Through an Agentic Operating Model

Marcin Milewski — Thu, 19 Feb 2026 16:39:00 +0000

Learn how an agentic operating model scaled spend intelligence by improving supplier normalization, classification, and audit-ready analytics.

Industrial Solutions Provider Achieves 60% Faster Opportunity Identification with Agentic AI–Led Intelligence

Csongor Eross — Wed, 11 Feb 2026 10:27:18 +0000

Learn how an industrial solutions provider used agentic AI–led intelligence to uncover early market signals, prioritize high-value opportunities, and strengthen sales outcomes.

Modernizing Competitive Intelligence: From 6 Days to Minutes for a Global Energy Storage Leader

Csongor Eross — Thu, 29 Jan 2026 11:23:22 +0000

Explore how Modernizing Competitive Intelligence transformed decision-making in a global energy storage firm.

Scalable Portfolio Monitoring Support Helps Leading Bank Accelerate Reviews and Increase Client Time

Tammy Duong — Mon, 12 Jan 2026 02:37:31 +0000

Discover how a leading North American bank streamlined portfolio monitoring and annual reviews with scalable, tech-aligned support—accelerating turnaround times and freeing portfolio managers to focus on client relationships

Accelerating U.S. Expansion via M&A for a Leading Canadian Bank Through Financial Spreading Support

Tammy Duong — Mon, 29 Dec 2025 23:58:20 +0000

A leading Canadian bank streamlined its U.S. expansion by partnering with Evalueserve for financial spreading and data integration support, improving data quality, reducing migration costs, and enabling teams to focus on higher‑value credit and risk decisions.

Modernizing Portfolio Operations: Proven Quality and 40% Cost Savings

Andrada Cioflica — Thu, 18 Dec 2025 17:18:01 +0000

See how automation and optimized workflows delivered 30–40% cost reduction for a leading investment manager with over $50B in AUM.

Major Exchange Modernizes Index Operations with Next-Gen Platform and Process Overhaul

Andrada Cioflica — Wed, 17 Dec 2025 07:13:50 +0000

Discover how a major exchange modernized index operations through advanced technology and process improvements, enhancing scalability and performance.

Enhancing Counterparty Credit Review Efficiency for a Leading North American Bank

Tammy Duong — Thu, 30 Oct 2025 04:53:34 +0000

Evalueserve partnered with a leading North American bank to scale FIG counterparty credit reviews, accelerating turnaround and strengthening consistency aligned with internal governance. By combining specialized domain expertise with an optimized global delivery model, the bank achieved ~50% lower per-review costs without compromising quality.