The capital markets operations landscape is advancing quickly as institutions seek to serve a fast growing pool of wealth, pension and alternative asset investors while coping with margin pressure and heightened regulatory scrutiny. At the same time, enterprises are strengthening operational resilience through cloud-native platform modernization, modular BPaaS constructs, and digital risk frameworks. Service providers are scaling capabilities across the trade lifecycle with an advisory-led stance and heavy investment in next-generation technologies.

eClerx has been recognized as a “Leader” and “Star Performer” in Everest Group’s 2025 Capital Markets Operations Services PEAK Matrix® Assessment.

Srawesh Subba, Practice Director, Everest Group said, “Specialization and depth continue to set eClerx apart in capital markets operations.The firm’s consistent investments in modular automation tools, gen AI adoption, and regulatory-sensitive delivery models have enabled it to scale with precision in middle-office and trade operations. As enterprises look for nimble yet risk-aware partners, eClerx has demonstrated strong performance across onboarding, back-office, and compliance operations, leading to its recognition as a Leader and a Star Performer in Everest Group’s Capital Markets Operations PEAK Matrix® Assessment 2025.”

Mahesh Muthu, Principal, Client Engagement at eClerx said,“ We are honored to be recognized as both a Leader and Star Performer in Everest Group’s 2025 Capital Markets Operations Services PEAK Matrix®. Our comprehensive capabilities — from advanced automation and generative AI-powered tools to specialized compliance operations and consulting expertise — enable us to streamline complex capital markets operations for many of the world’s leading financial institutions. As capital markets continue to evolve, eClerx remains committed to delivering scalable, technology-driven solutions that enable clients to navigate regulatory challenges, optimize operational efficiency, strengthen controls, and accelerate business transformation.”

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What you’ll find in this report

The report highlights several of eClerx’s key strengths, including:

  • End-to-end securities and client lifecycle support: eClerx provides the people, technology, and domain expertise to assist financial organizations manage and automate their trade support, client lifecycle management, asset servicing, settlements and clearing, and data management processes.
  • Proprietary solutions built for capital markets operations: eClerx’s award-winning products (Compliance Manager, GenAI360, DocIntel) leverage the latest in automation and generative AI technology to simplify the full trade lifecycle, as well as digitize and centralize important documents to improve business outcomes.
  • Dedicated FCC Center of Excellence: Designed as a high-quality onshore alternative to in-house compliance operations, eClerx’s Center of Excellence partners with the local transitioning military community in Fayetteville, NC to deliver cost-effective expertise and technology to financial institutions all over the globe.
  • Financial consulting from industry experts: With over twenty years of domain experience with investment banking, structured finance, and reference data, eClerx’s team of dedicated finance experts are available to analyze and deliver actionable insights and support business transformations to deliver superior results.

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