Solutions for Natixis
Differentiated, AI-enabled, and Scalable Solutions Delivered.
Evalueserve's extensive experience working with global asset and wealth managers helps us understand business problems quickly and offers scalable and integrated multi-functional solutions.
Overview
Uncovering Business Challenges to Help Natixis Fuel Growth
Natixis aims to continue expanding through strategic distribution partnerships and by geographic area beyond France and the US. The firm remains committed to accompanying clients on their sustainable investment journey.
Natixis continues to make progress on its digital innovation and client excellence strategy – for example, the digital platform Asset Studio launched in May 2022 provides investors access to multiple functionalities such as portfolio construction, optimization and analysis tools. Adding an AI-driven competitive intelligence platform like Insightsfirst to their portfolio can be a game-changer in their insights generation strategy.
As the asset and wealth management industry is undergoing unprecedented transformation due to increased margin pressure, digitization of services, the ever-evolving global market scenario, and the emergence of a new era of investors.
Firms need to adjust their strategies immediately to stay ahead of the curve. In addition, they need a more profound view of the changing competitive landscape, upcoming industry trends, tech disruptions, product innovations, and regulations.
Evalueserve’s domain expertise, pool of data analysts and engineers, and proprietary technology solutions can help Natixis transform processes, harness actionable competitive intelligence, and enable faster decision-making.
Integrated Multi-functional Capabilities for Natixis
Delivering differentiated insights for quick, more informed, and accurate decision making
Market & Competitive Intelligence (MICI)
A comprehensive and integrated MICI program comprising of an AI-enabled technology platform, a pool of MICI experts, and well-oiled insights generation processes.
- Market Analysis & Strategy
- Competitive Intelligence & Strategy
- Product (Offer) Intelligence
- Brand & Marketing Strategy
- Thought Leadership Benchmarking
- Competitors' Marketing Spend Tracking
Sustainability Solutions
Scalable solutions for your ESG and Sustainable Investing teams and supporting them with customized data curation and insights to help identify and assess the materiality of ESG risks and opportunities of portfolio companies.
- AI-driven Platform for Tracking ESG Controversies and Opportunities
- Customized ESG Assessment and Scoring
- ESG Data Curation and Customized Industry Benchmarking Solutions
- Strategic and Thematic ESG Research and Data Aggregation
Other Relevant Solutions for Natixis
End-to-end solutions to support client service and distribution teams
Design Solutions
- Infographic Design
- Digital Design
- Visual Storytelling
- A/V Visualization
- Graphic Creation
Fund Marketing Services
- Automated Marketing Content Creation
- Digital Marketing
- Newsletters & Publications
- Sales/Consultant Databases
- Seismic support
- RFP / DDQ / RFI Support
Proprietary Digital Platforms for Accelerated & Deeper Insights
Opportunity Identification, Account & Competitor Intelligence
AI-enabled digital platform that empowers professional services firms to get an edge in the marketplace through differentiated insights curated to specific needs and for user groups across the organization.
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Knowledge Asset – Reuse & Discovery
An AI-powered platform that lets users swiftly lookup past content using Modern Search and recommends content faster using NLP/ML/IR.
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Workflow Management
Workflow and knowledge management platform that automates and streamlines the research request life cycle.
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Strategic and Growing Portfolio of Clients
Among Top 10 Wealth Management Firms
Business Model - Wealth & Investment Management
10+ years Relationship
- Business / product analytics
- Marketing analytics & insights, including campaigns
- Investment risk and fiduciary data management & analysis
- Risk & compliance analytics
Leading Global Asset Management Firm
Business Model - Retail & Institutional Investment
8+ years Relationship
- Market intelligence and competitive intelligence support
- On-demand research (product, regulatory & tech)
- Knowledge & automation solutions
Among Top 15 Global Asset Management Firms
Business Model - Retail & Institutional Investment
3+ years Relationship
- Product and digital marketing support (content design development & distribution)
- Advanced analytics & performance measurement
- Marketing automation support
Trusted Partner to Global Asset and Wealth Management Firms
Dedicated team of experts
- 250+ analysts working for asset and wealth managers.
- Supported by 100+ technology and automation experts.
- Backed by 100+ data analysts and data scientists.
Diverse Capabilities
- Market & Competitive Intelligence
- Sustainability Solutions
- Financial Planning Support
- Design Solutions
- Fund Marketing Services
Proven track record
- 10+ clients added over the last two years.
- Working with 3 of the Top 10 global asset managers.
- Working with 3 of the Top 10 Sovereign Wealth Funds (combined AUM> US$500bn).
Reference Case
Whitespace Analysis and Actionable Recommendations with Product Benchmarking
Evalueserve's Asset & Wealth Management Competitive Intelligence team helped in assessing whitespaces and identifying the most emergent & critical capabilities in the industry. The research aided the client in assessing gaps in its capabilities and potential opportunities within the market and in addressing the pain points by referring to recommendations.
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