BPM Services for Finance Sector

Navigate Your Next

Margin pressures and regulatory changes are forcing financial services enterprises to reassess their business models, operations, and technologies. Infosys BPM’s services for the Financial sector helps organizations to transform their operating models, improve business performance, and standardize processes with reduced costs.

BPM and Digital Transformation
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Why Us?

Our offerings for the Financial Services sector cover key customer areas, viz., Retail Banking, Mortgages & Consumer Finance, Commercial & Business Banking, Cards & Payments, Market Data Services, AML & KYC, Investment Banking & Broker Dealer Operations, Asset Management, and Wealth Management.

  • 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
  • ollections support
  • Commercial cards servicing
  • Payment processing
  • Fraud investigations & reporting
  • 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
  • Customer onboarding
  • Periodic reviews/renewals
  • Remediation
  • KYC remediation service
  • 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


Our Offerings

     

How we deliver business value to the Financial Services Industry

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