Financial Services Operations

What We Do

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Financial Services Operations

Capital markets are under constant strain with rising volumes, tighter regulations, and the cost of financial risk management. Market pressure is testing resilience like never before, and institutions need partners who can deliver accuracy, speed, and scalability without pushing costs up.

With over 20 years of domain experience, we help financial institutions unlock value across the full spectrum of securities and client lifecycle management. Our AI lifecycle management and digital solutions streamline trade support, clearing and settlement services, and advanced operations. We are trusted by the world’s top financial institutions to deliver scalable services that boost accuracy, efficiency, and compliance at every stage.

overview

800K+

trade exceptions processed daily

350K+

KYC refreshes processed annually

30K

OTC confirmations drafted per month

USD 4T

cash flow settled annually
Trade Support
Trade Support
Empower quick and accurate trade process execution with domain experts and automation tools. We offer banking and financial services consulting and support across all post-execution activities for futures, securities, and derivatives.
Client Lifecycle
Client Lifecycle
Streamline onboarding and client management processes with a policy-driven, risk-based approach. Capture crucial financial risk management parameters and simplify onboarding operations with AI lifecycle management tools for smoother client experiences and improved compliance.
Asset Servicing
Asset Servicing
Ensure timely, error-free execution of corporate actions, dividends, and other servicing needs. Leverage specialized asset servicing solutions that improve accuracy and reduce risk through centralization and automation.
Settlements & Clearing
Settlements & Clearing
Build a reliable process for comprehensive settlement services across global markets and products. Deploy a blend of automation, scalable operations, and skilled experts to support high volumes, stringent timelines and ongoing regulatory requirements.
Data & Document Management
Data & Document Management
Manage data end-to-end across client, product, market, and risk-related information. We offer advanced AI data management support for financial markets operations management, including reference data, assessing risk, and optimizing operations.
Lending Operations
Lending Operations
Execute front to back lending operations spanning deal building, secondary trade processing, participation and agency servicing, covenant tracking, and cash matching with accelerators to convert legal documents into structured data, workflow exceptions, and integrate with industry utilities.
Compliance Manager
Compliance Manager
Transform KYC operations with our regulatory compliance manager, built with AI-based technology. It utilizes a maker-checker workflow with an integrated data harvesting engine for better data collation and categorization. This allows for faster and more accurate automated due diligence, AML screening software, and regulatory compliance across their entire organization.
DocIntel
DocIntel
Use DocIntel to convert large volumes of complex documents into machine-readable formats. Apply intelligent document processing technology to scan these documents and generate digitized data, bringing high quality insights, faster turnaround and improved reporting accuracy.
Banking, Financial Services & Insurance
Banking, Financial Services & Insurance
Transform and accelerate complex BFSI services or time-consuming middle office operations. As fintech solution providers to firms in the top finance and capital markets, we use a blend of AI and automated tools, domain expertise, and capital markets technology systems to support at scale.

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