Evalueserve

☁️ What a day at the Google Cloud AI Industry Innovation Day in Atlanta! It was a fantastic event focused on future-proofing assets for resilient operations.   The discussions were incredibly insightful, highlighting how organizations are tackling the challenge of breaking down data silos and implementing AI at scale. It's clear that those who embrace these AI-driven strategies will gain a significant competitive advantage. 🤖   It was a pleasure to connect with so many industry leaders, including Praveen Rao and Paula Natoli from Google Cloud and other companies driving industrial innovation. Their sessions were incredibly valuable and provided a deeper understanding of the path forward.   🤝 Always valuable to connect with peers who are leading the way in industrial transformation.   Erin Pearson Lee A. Curtis Rajat Singh   #DigitalTransformation #IndustrialAI #GoogleCloud #Manufacturing #SupplyChain #Innovation #AI #AgenticAI

We are pleased to bring you the eighth edition of "The Monthly Market Pulse - Trending Themes in Asset and Wealth Management". This edition delves into three pivotal trends significantly shaping the asset and wealth management sector: 1. Europe’s Actively Managed ETF Revolution: Growth Accelerates, Regional Differences Persist This trend explores how active ETFs are transforming Europe's investment landscape, driven by record inflows and adoption by both institutional and retail investors. It also highlights the rapid growth in markets like Italy and Germany, while noting the UK's slower rate of adoption 2. AI as a Strategic Imperative for the RIA Industry This section investigates the increasing integration of AI within advisory firms, highlighting its role in enhancing advisor efficiency and transforming back-office operations. The analysis also explores how leading RIA firms and FinTechs are leveraging AI for sophisticated tools like automated lead generation 3. Collective Investment Trusts Powering the Next Wave of Growth in the U.S. Retirement Market This part examines the transformative shift in the U.S. retirement market driven by the rapid growth of Collective Investment Trusts (CITs). The analysis details how CITs have become the preferred investment vehicle for target-date funds and are expanding to include small and mid-sized plans, democratizing access to private markets These interconnected trends underscore a dynamic environment where technological innovation, diversified investment avenues, and evolving capital sources are collectively shaping the opportunities and challenges for Asset and Wealth Management firms aiming for future growth. This collective evolution signals a profound transformation across the sector, pushing firms to rethink traditional models and embrace new approaches to remain competitive and relevant. Thanks to Ajay Nahar, Mayank Buttan, and Pankaj Aggarwal for the valuable insights.

The tariff landscape never stops shifting. Be ready to pivot early, reduce risks, and unlock new opportunities. Think of it as your early warning system for tariff changes. 🔗 https://lnkd.in/ej3f9Ke2 #TradeIntelligence #RiskManagement #SupplyChainResilience #AIforBusiness

🚗⚡ The auto industry is in the middle of its biggest shift ever: from gas to hybrids & EVs. But there’s no one-size-fits-all roadmap. - OEMs must juggle ICE profits with EV bets. - Suppliers face high-stakes reinvention. - Emerging markets chase cost-effective hybrids. The future is modular, digital, and region-specific. Move fast, stay agile, and build smart partnerships. https://lnkd.in/eqxCfhpV

🌍 Global IPOs in the first half of 2025 reflected a market in flux – fragmented momentum, sharp regional divergences, and emerging sectoral frontrunners. While deal volumes fell year-on-year, proceeds surged 17%, signalling selective yet strong capital-raising appetite. Asia-Pacific, led by Greater China, outpaced peers with a surge in listings and proceeds, while the Americas saw a late-half rebound despite tariff headwinds. 📉 EMEIA exchanges, however, lagged following a strong 2024, underscoring the uneven pace of recovery. The landscape ahead suggests investors are rewarding quality over quantity, setting the stage for new sectoral leaders and strategic reinvention in IPO markets. 🔗 Read out full insights here: https://lnkd.in/eg9-k79s Narender Verma, Ph.D. #IPO #DealExecution #DealValuation #BoutiqueAdvisoryFirms #M&A #Mergers #DealVoulme #IBAnalytics #DueDiligence #CapitalRaising #Bookrunners #2025Outlook #InvestmentBanking

Agentic AI is becoming a game-changer for businesses across industries. But how can your firm take the first steps toward harnessing its potential? Don’t just watch the shift, be part of it! #AgenticAI #BusinessGrowth #AIIntegration #DigitalTransformation #Innovation

📣 Exciting news! Our thought leadership on Digital Data Analytics (DDA)—co-authored by Erin Pearson and Gabriel Keeler—has been featured in the 2025 State of U.S. Insights & Analytics Report by the Insights Association. The article explores how DDA is transforming the insights industry. Key points include: • 12.7% growth in the DDA market in 2025 • Shift from centralized research to embedded, real-time intelligence • Rise of GenAI and agentic AI systems • Operational use cases driving measurable ROI 🥳 We’re proud to contribute to this definitive industry report alongside other leaders shaping the future of insights. 🔗 Read our piece and the full report here: https://lnkd.in/gYhmW39W #DigitalAnalytics #InsightsLeadership #AI #GenAI #OperationalIntelligence #DDA #MarketResearch #DataDriven #InsightsAssociation #ThoughtLeadership

🚀 Asset Management Is Undergoing a Revolution Marketing is no longer a supporting function—it’s a strategic imperative. Firms must master the art of storytelling and digital engagement to stand out. 🏆 As investor expectations evolve and digital disruption accelerates, marketing teams are stepping up as key drivers of growth, trust, and competitive edge. Evalueserve’s latest blog explores how marketing has become a strategic powerhouse in asset management. Below are some of the key drivers leading to this shift in marketing: 🔹 90%+ of asset managers now use disruptive tech like AI and blockchain 🔹 Fintech platforms are reshaping how investors manage their financial lives 🔹 Brand differentiation is no longer optional—it’s a competitive necessity At Evalueserve, we help firms transform their marketing approach with tailored, compliant, and high-impact collateral that drives engagement and builds trust. 🔗 Dive into the full blog here: https://lnkd.in/eSPErCe3 #AssetManagement #MarketingStrategy #Fintech #AI #ClientEngagement #FinancialServices #DigitalTransformation

🚀 AI is transforming credit operations 🚀 A global bank partnered with Evalueserve to automate credit memo creation using AI agents—cutting manual effort by 30–40%, improving scalability, and enhancing auditability. This is how banks can move faster, smarter, and stay ahead. 👉 Read the full story: https://lnkd.in/eBD5DRQR #GenerativeAI #AIinBanking #CreditTransformation #Evalueserve Saikat Gupta Vivek Sharma

Meet Gabriel Keeler, Vice President of Operations at Evalueserve. From starting in our Latin American HQ in Chile 12 years ago, he has built a career on curiosity, connection, and growth. His advice for anyone new to a company? Build your circle of experts early. Processes and tools are useful, but nothing replaces the guidance of people who’ve been there before. 💬 “Experience is hard to replace. Make time to connect.” We’re proud to have leaders like Gabe shaping the future of our commercial organization and driving meaningful impact for clients worldwide. 🌍 #LifeAtEvalueserve #Leadership #CareerGrowth #ProfessionalJourney