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Business Process Management (BPM) Services for the Financial Services

Margin pressures and regulatory changes are forcing financial services enterprises to reassess their business operations and technologies, particularly through bpm solutions. Business Process Management (BPM) in financial services is now essential for organizations aiming to transform operating models, improve business performance, and standardize processes with reduced costs. Infosys BPM’s services for the Financial sector helps organizations to transform their operating models, improve business performance, and standardize processes with reduced costs, while ensuring regulatory compliance.

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Why Choose Infosys BPM for Financial Services?

Our comprehensive range of BPM services tailored for the Financial Services sector encompasses vital customer segments, namely Retail Banking, Mortgages & Consumer Finance, Commercial & Business Banking, Cards & Payments, Market Data Services, AML & KYC compliance, Investment Banking & Broker Dealer Operations, Asset Management, and Wealth Management. Leveraging cutting-edge BPM finance solutions, we facilitate streamlined finance business processes that enhance efficiency and accuracy across the entire spectrum of financial operations. Our expertise in incorporating BPM in finance management ensures that you benefit from optimized workflows and amplified operational excellence.

  • Account verification
  • Application screening
  • Payments & exception processing
  • Customer service
  • Garnishments
  • Virtual banking
  • Email support
  • Reconciliation & direct entry
  • Account maintenance
  • Bank card claims
  • Online and deposit fraud detection

  • Application processing
  • Pre-underwriting
  • Underwriting
  • Credit review
  • Rate lock management
  • Model validation
  • Document preparation
  • Post closing review
  • Consents processing
  • New loan setup & administration
  • Foreclosure
  • Bankruptcy
  • Loss mitigation
  • Collections
  • Loan modifications
  • REO support
  • Reps & warranties

  • Application processing
  • Statement spreading & research
  • Document preparation
  • Loan booking
  • Loan servicing
  • New account setup
  • Payments processing
  • Reconciliation
  • Commercial real estate finance

  • Application processing & indexing
  • Exception management
  • Cards maintenance
  • Merchant account opening and servicing
  • Regulations e-compliance monitoring
  • Reference data
  • Chargeback
  • Collections support
  • Commercial cards servicing
  • Payment processing
  • Fraud investigations & reporting
  • Global Payments Services

  • Earnings estimates (EE)
  • Analyst recommendation (ANR)
  • Corporate events calendar
  • Flash updates – new stories
  • Flash updates – company filings
  • Business intelligence
  • Mutual fund research
  • Data extraction
  • Data aggregation
  • Data validation
  • Economic events research
  • IRD research

  • Transaction monitoring
  • Watchlist filtering – PEP, adverse news, sanctions
  • Sanction screening (real time)
  • AML remediation service

  • Research & analysis
  • Data management
  • Trade processing & settlement
  • Reconciliation (cash & stock)
  • Corporate actions
  • Clearing and settlement
  • Tax reclaims
  • Asset servicing
  • Financial reporting

  • Market research
  • Trade distribution
  • Trade entry & repair
  • SMF & reference data
  • Corporate actions
  • Reconciliation (cash & securities)
  • Reporting (client & internal)
  • Custody
  • Unit value accounting

  • Application opening/setup
  • Account admin
  • Financial planning
  • Risk & regulatory reporting
  • Fund accounting and reporting
  • Active portfolio management
  • Transfer in & transfer out
  • Dividend correspondence services
  • Reconciliation
  • Corporate actions

Transform your operating models

BPM in Financial Services: Business Process Management Offerings

     

How We Deliver Business Value with BPM in Financial Services

Our approach to BPM implementation in financial services focuses on optimizing response time, increasing process efficiency, and supporting digital transformation. Partner with Infosys BPM to unlock scalable, future-ready business process management tailored to the needs of banks, insurers, and financial institutions.

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