Investment Banking BPM Services

Introduction

The investment banking industry has adopted digitisation and new-age technologies at a rapid pace. Banks are undertaking aggressive steps towards building a strong base consisting of data, processes, and customer experience, with technologies such as AI, ML, cloud, and blockchain leading from the front.

We have been supporting operations for some of the leading global investment banks since 2004 across their trade value chain. We apply our proprietary Process Progression Model (PPMTM) framework and help organisations to transform operating models, improve business performance, and standardise processes with reduced costs.

Our Offerings

We have extensive experience in supporting some of the leading global investment banks across front-, middle-, and back-office operations including:

  • Research and Analytics
  • Pitchbook Support
  • Reference Data Management
  • Clearing and Settlement
  • Collateral Management
  • Reconciliation
  • Credit and Market Risk
  • Payments
  • Client Services
  • Corporate Action
  • Commodities Pricing and Data 
  • Sell-side Research and Analysis 
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Why us?

We are uniquely placed in driving process transformation by leveraging our cross-functional teams across technology, consulting, and operations, and our home-grown Nia and AssistEdge product suites to drive digitisation across value chain. We have delivered benefits such as:

  • Formulated an internal shared service utility for a global investment bank resulting in 15% YOY process and productivity improvement.
  • Designed 7,000 process maps spanning across 9 global locations for a global investment bank resulting in business process standardisation and identified automation opportunities.  

We have a dedicated CoE (Wealth Management, Asset Management, and Investment Banking) that focuses on best practices, monitoring regulations, metrics/benchmarks, knowledge management, training, and partnerships. Our on-demand e-Learning modules with certification are accessible anytime, anywhere.

We have strategic partnerships with global leaders/fintech/regtech in the Investment Banking space across advisory, platform, and RPA/ML/AI providers, giving our clients the best solution tailormade to their needs.

We take a holistic view and provide an end-to-end integrated technology and operations solutions to our investment banking clients. 

Our Transaction Reconciliation Solution (ITRS) provides end-to-end reconciliation capabilities leading to efficient operations and improved ROI.

We have a strong Investment Banking operations practice providing support to our global clients by leveraging our Global Delivery Model, including onshore, nearshore, and offshore delivery centres.

Request for services

Find out more about how we can help your organization navigate its next. Let us know your areas of interest so that we can serve you better