EXL creates strategic value for investment banking, asset management, custody and fund administration and brokerage firms by looking deeper into their processes and business functions.
- Sales and Demand Generation
- Omni Channel Marketing
- Customer Service
- Fraud Investigation
- Customer Retention
- Collections and Settlement
- Lockbox Functions
- Mailroom Services
- Reconciliations
- Electronic Document Management
- Deposit Services
- Adjustments / Records Services
- Fraud Detection
- Sales and Demand Generation
- Omni Channel Marketing
- Customer Acquisition
- Customer Service
- Account Servicing
- Transaction Processing
- Payment Processing
- Collections and Settlement
- Fraud Operations
- Lead Generation and Sales Support
- Loan Origination
- Underwriting Support
- Indexing
- Final Docs.
- HMDA Review Processes
- Loan Closing
- Post Closing
- Servicing
- Cash Management
- Escrow Management
- Default Management
- + Collections
- + Loan Modification
- + Loss Mitigation
- Document Management
- Customer Acquisition
- Loan Origination
- Lending Services
- Underwriting
- Application Processing
- Private Banking
- Business Banking
- Treasury Services
- Customer Asset Management
- Trade Finance
- Wealth and Trust Management
- Investment Management
- Brokerage and Insurance
- Commercial Servicing
- Commercial Credit
- Front / Middle / Back-Office Service Support
- Accounting and Reporting
- Risk & Compliance
- Post Settlement Processing
- Trade Services
- Treasury Services
Digital Intelligence is the foundation of everything we do, and inspires our ideas and research.
Real results
For businesses that aren't satisfied by good enough, or profitable enough, we use Digital Intelligence to deliver real results.
Increasing cross-sell on digital platforms
In today’s banking and financial services industry, increasing regulatory and compliance requirements, the mandate to improve ROI following the global financial crisis, and the imperative to harness digital technologies to improve the customer experience are all intensifying the drive to transform. EXL partners with institutions to help them stay competitive, improve customer centricity, enhance compliance and risk management and accelerate growth and profitably.
Our professional team has deep experience in all key segments of financial services, including investment banking, asset management, non-banking financial institutions, retail banking, and brokerage. This context enables us to apply banking-specific business intelligence tools to all aspects of your business, from the front office through the middle office to the back office.
Together, we create real, measurable value by deploying advanced analytics, AI, robotics, domain expertise, data, human intelligence and other domain-specific technology solutions to help you stay ahead.