In the high-stakes landscape of banking, financial services, and insurance (BFSI), resilience begins with readiness. We embed AI in finance and capital markets firms to modernize operations, automate risk controls, and ensure regulatory alignment, without slowing innovation.
With AI-powered intelligence at the core of eClerx’s financial services and technology suite, our complex solutions for compliance, client lifecycle management, and trade operations make you agile, efficient, and audit-ready at every step.
Our capabilities
Financial Services Operations
Reimagine the way you work, using finance transformation services that are built on a foundation of AI and automated tools, deep expertise, and skilled teams. Collaborate with partners who can deploy AI in fintech solutions, help mitigate risk, and provide customized services for managing client lifecycles to financial services operations.
Financial Crime Compliance
Navigate the evolving landscape of regulatory reporting and financial crime compliance with our AI-infused solutions. As award-winning fintech solution providers, our automation, anti-money laundering, and comprehensive KYC onboarding capabilities keep your firm audit-ready always.
Technology Services
Improve workflows, move legacy systems to the cloud, bring in flexible managed services, or develop applications for the developing needs of the banking, financial services, and insurance industry. eClerx offers technology-based services that make it easier to grow and scale without disrupting business.
Customer Experience
Build faster and more personalized BFSI services and interactions with AI-powered customer experience platforms and GenAI-powered chatbots. With quality assurance monitoring and real-time expertise, we improve every stage of the customer journey.
Digital Marketing Services
Optimize customer journeys and improve the performance of digital marketing strategies by infusing AI in capital markets strategies, as well as other banking, financial services and insurance functions. From marketing automation to competitive insights, we’re with you every step of the way.
Data & Analytics
Turn complex financial data into clear insights with AI, driving compliance, reducing risk, and improving decision-making, helping your team anticipate trends, meet regulations, and operate more efficiently.
Finance & Accounting
Deploy scalable finance and accounting solutions to help manage compliance, risk, and complex financial transactions. Keep up with evolving regulations while maintaining accuracy and efficiency with automated solutions that keep costs down.
Compliance Manager
Bring together your entire client lifecycle workflow into one powerful platform that provides a 360-degree view of the client across business lines and depth. eClerx Compliance Manager (eCM)is powered by AI, and takes care of client operations from onboarding and KYC to risk analysis, compliance, maintenance events, and off-boarding.
Upcoming events
1/4
Join us at ACAMS, Las Vegas 2026
September 29, 2026
Las Vegas, NV 89158
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