Evalueserve

🚀 Excited to share the July 2026 edition of our Monthly Market Pulse: Trending Themes in Asset & Wealth Management! This month's edition explores three transformative trends that are reshaping the future of the Asset & Wealth Management industry: 🤖 From Recordkeepers to Digital Coaches AI is revolutionizing defined contribution retirement plans, enabling personalized participant engagement, scalable guidance, and improved retirement outcomes. 🔗 Tokenization: From Experimentation to Competitive Advantage Asset managers are moving beyond pilots and embracing tokenization as a strategic growth lever to enhance product innovation, operational efficiency, and investor access. 💡 AI-Augmented Advice in Wealth Management Together, these trends highlight how AI, digital assets, and evolving client expectations are driving a fundamental transformation across the industry. Organizations that proactively invest in these capabilities today will be better positioned to compete and grow in the future. A big thank you to everyone involved in bringing together the latest market developments, industry perspectives, and strategic insights featured in this edition! Deepesh Bhatnagar Mayank Buttan Almas Akram Rishabh Hingar Vibhuti Narang Bhavna Matta Pallavi Sinha #AssetManagement #WealthManagement #ArtificialIntelligence #AI #GenerativeAI #RetirementPlanning #DefinedContribution #Tokenization #DigitalAssets #Blockchain #FinancialServices #InvestmentManagement #WealthTech #Innovation #FutureOfFinance #FinTech #AdvisorTechnology #MarketTrends #ThoughtLeadership #Evalueserve

As demand for lithium continues to grow alongside the global energy transition, investors are increasingly evaluating projects long before they begin production. But how do you determine value when operating cash flows don't yet exist? In our latest article, we discuss: ✅ Why traditional valuation metrics are often insufficient for early-stage lithium assets ✅ The importance of resource-based benchmarking and risk-adjusted valuation approaches ✅ Key factors that influence investor confidence and project value ✅ Best practices for presenting realistic valuation ranges rather than false precision An essential read for investors, advisors, and mining executives navigating the evolving lithium landscape. 🔗 Read our full insights here: https://lnkd.in/eCv3-qSs Sandeep Kadyan Divya Khosla Varsha Srivastava Rajat T. Deepesh Bhatnagar Shilpa Chaudhary Saurav Aggarwal #LithiumMining #MiningFinance #EnergyTransition #MiningInvestment #Valuation #CriticalMinerals

We're excited to share that Gururaj Bhat, our Head of Data & AI, will deliver a solo talk at Ai4 next week. 📅 Tuesday, August 4th | 11:05 AM | Palazzo Ballroom D 💡🎤"The ROI Illusion: Why Most Enterprise AI Isn't Paying Off" The reality check is hard to ignore: $2.5 trillion in global AI spend in 2026, yet 95% of GenAI pilots fail to scale, and most deliver no P&L impact. The core problem is that most AI business cases measure activity, not outcomes. More users, more pilots, more tokens. But the CFO is asking one question: what actually changed in the business? Drawing on his 25+ years of experience at Google Cloud, Wipro, and now Evalueserve, Guru will break down what separates companies creating real enterprise value. It comes down to a few consistent habits: starting with the workflow, not the tools; tying AI to business outcomes; redesigning work rather than just tasks; and controlling tokenomics. If you're investing in AI and wondering why it hasn’t scaled successfully or generated real impact, this session is worth your time. Evalueserve is also a proud sponsor of Ai4; stop by Booth 1413 to continue the conversation. #Ai4 #EnterpriseAI #AIStrategy #DataAndAI

The conversation around AI is rapidly shifting from "What's possible?" to "What's delivering results?" A compelling example is Evalueserve's recent case study, where the implementation of agentic AI drove 25-30% efficiency improvements in investment banking workflows, particularly across deal origination and execution processes. What's most exciting is that these gains aren't simply about doing the same work faster. They represent a new operating model where AI agents can support complex, knowledge-intensive workflows, helping teams enhance productivity while focusing on strategic decision-making. We're only at the beginning of what's possible with agentic AI in financial services. Read the full story here: https://lnkd.in/dbchjJ8R Nitin Garg Mangesh Patnaik Gaurav Goyal  Jehan Panthaki  Ankur Thapar, CFA Nishant Gupta #AI #AgenticAI #InvestmentBanking #FutureOfWork #FinancialServices #DigitalInnovation

We are very excited to introduce Patrick Barnett, who is joining us as our new VP and Head of Data & AI partnerships. Patrick brings over 25 years of leadership experience driving global strategic alliances, hyperscale partnerships, and enterprise go-to-market (GTM) strategies across Data, Cloud, and AI ecosystems.  Working closely with our CEO and leadership team, Patrick will focus on strengthening and scaling the strategic partnerships that are central to our growth. His deep expertise in alliances, market development, and revenue growth will be a tremendous asset as we continue to expand our capabilities and impact. We are thrilled to have you with us, Patrick. Welcome to the team! #LifeatEvalueserve #Welcome #Evalueserve #Partnerships

Feel like you’re being asked to do more with the same resources? That's the reality of investment banking today. The question isn’t whether AI can save time, it’s whether those savings translate into meaningful business outcomes. For a bulge bracket investment bank, we embedded AI into deal origination workflows The result? A 20% reduction in handling-time and a 26% increase in monthly output without adding headcount. 🔗 Click thought the carousel below to learn more and click this link to read the full story: https://lnkd.in/en74-tgg #AI #InvestmentBanking #Productivity #AgenticAI #FinancialServices #DigitalTransformation

𝗧𝘄𝗼 𝗰𝗹𝗶𝗲𝗻𝘁 𝘀𝘁𝗼𝗿𝗶𝗲𝘀. 𝗧𝘄𝗼 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀. 𝗢𝗻𝗲 𝗰𝗼𝗺𝗺𝗼𝗻 𝗹𝗲𝘀𝘀𝗼𝗻. When AI is built around real business workflows, it doesn't just automate tasks, it helps teams make better decisions, faster. 𝗔 𝗙𝗼𝗿𝘁𝘂𝗻𝗲 𝟱𝟬𝟬 𝗵𝗼𝗺𝗲 𝗮𝗽𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿 revived confidence in its should-cost modeling process by using Agentic AI to transform inconsistent supplier data into structured negotiation intelligence, cutting turnaround time by 𝟱𝟬–𝟴𝟬%. Meanwhile, a 𝗴𝗹𝗼𝗯𝗮𝗹 𝗽𝗵𝗮𝗿𝗺𝗮𝗰𝗲𝘂𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 preparing HTA submissions across three European markets used AI-powered pre-submission stress testing to identify critical evidence gaps before review, accelerating evidence synthesis by 𝟯𝟴% and avoiding surprise NICE objections. Different industries. Different challenges.  The same outcome: 𝗔𝗜 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝗺𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗺𝗽𝗮𝗰𝘁. Read more here → https://lnkd.in/dPwitKg9 #AgenticAI #EnterpriseAI #ProcurementAI #ShouldCostModeling #PharmaAI #MarketAccess #BusinessTransformation #Evalueserve

𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗶𝗱𝗲𝗮𝘀 𝗱𝗼𝗻'𝘁 𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜. 𝗧𝗵𝗲𝘆 𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝘀𝗲𝗲𝗶𝗻𝗴 𝗶𝘁 𝗶𝗻 𝗮𝗰𝘁𝗶𝗼𝗻. That's exactly what our recent 𝗜𝗣 𝗮𝗻𝗱 𝗥&𝗗 Town Hall was about. Teams shared how they're already using AI to 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀, 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆, and deliver 𝗺𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗺𝗽𝗮𝗰𝘁, showing that AI is no longer a concept for the future. It is already creating tangible impact today. Led by our 𝗖𝗢𝗢, Sumeet Chander, who provides executive leadership for our IP and R&D business, alongside senior leaders Ankur Saxena and Suneet Kaul, the discussion explored the evolving business landscape, our strategic priorities, and how innovation and collaboration will continue to drive growth. Thank you to everyone who participated and contributed to an open exchange of ideas. #Leadership #TownHall #AI #Innovation #Technology #DigitalTransformation #FutureOfWork #Teamwork #IPRD #Evalueserve

We’re excited to announce that Sharad Sinha has joined Evalueserve as Chief of Staff to the CEO. He brings 25+ years of experience across management consulting, cloud go-to-market strategy, partner ecosystems, and enterprise transformation. He most recently spent six years at Google Cloud, where he led industry solutions strategy and GTM programs focused on AI, data, and analytics. Before Google Cloud, Sharad held leadership roles at AWS, Oracle, EY, and Booz Allen Hamilton. At Evalueserve, he will work closely with our CEO and leadership team to translate strategy into execution, strengthen alignment across the organization, and accelerate our growth as a domain-led AI services firm. 👏 Welcome to the team, Sharad! #LifeatEvalueserve #Welcome #Team #Evalueserve

🏆🌟 #EvalueserveChile receives the award “Impulso Regional a la Inclusión” from AVANZA Inclusión. Proud to participate in the event, bringing companies together to share practical approaches to workplace inclusion. This recognition reflects the progress Evalueserve has made and reinforces the commitment to building a workplace where everyone can contribute and thrive. #Evalueserve #WorkplaceInclusion #Inclusion Carolina Zamora, Edith Guajardo, Roberto Z., Pamela Kusanovich (Ella / She), Valentina Cabrera Herrera (Ella/She), Catalina Chacón Polloni, Susanne Houdali