Mphasis: Application and Digital Services in Capital Markets
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Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
We have a substantial footprint in the mortgage domain, serving multiple clients with a range of service offerings. With more than 3500+ resources catering to Capital Markets, Customer Lending, Wealth and Brokerage, Mortgage industry, we have more than 75 clients across geographies including US, UK, Europe, Asia-Pacific and Australia.
•37% of all accounts in the US RIA industry; while approx. 7M customers trade via portals developed
•16+ buy side and sell side institutions utilize our services in middle and back office operations
•CMMI accredited & ISO 20000 certified operations
•Domain Competency Center: Industry certifications like FINRA, CISI
•Collaboration with industry bodies like EDM, FIBO and point solutions in areas like reconciliation, corporate actions, reference data, trading ops etc.
Mphasis Wealth Management, Brokerage and Mortgage Services combines the best in class industry practices, cutting edge technology and efficient work processes for quality focused and customer centric service delivery.
Digital Risk (DR), a 100% owned subsidiary of Mphasis, represents top clients from the mortgage industry. Our client base includes 4 out of 5 largest US banks & 11 out of 15 Leading Mortgage Lenders. We have 150+ Licensed Mortgage employees in 48 states and DC.
Mphasis delivers applied technology solutions and services for the global Wealth Management, mortgage and consumer lending industries. Our Digital Implementations implemented across Top Global financial firms:
•Smart Machines & Cognitive Intelligence
•DevOps & Automation
•Conversational Systems and Chatbots
•Digital Mortgage Point-of-Sale (POS)
•Optical Character Recognition (OCR) and Automated Document Recognition (ADR)
•Robotic Process Automation (RPA)
•Machine Learning (ML) & Artificial Intelligence (AI)
•Digital Transformation Consulting
•IOT Architecture
•Microservices Architecture
•Marketing Tech Integration
•Cloud based Platforms
•Pervasive Computing & Mobility
•Next-Gen Application Development
•Cybersecurity
Mphasis Front2Back™ (F2B™️) Methodology for Modernization
Mphasis enables customers to reimagine their digital future by applying a unique formula of integrated cloud and cognitive technology. Mphasis X2C2 formula for success (shift anything to cloud and power everything with cognitive), drives five dimensions of business value with an integrated consumer-centric Front to Back™ (F2BTM) Digital Transformation. Mphasis’ core reference architectures and tools, combined with domain expertise and hyper specialization are the foundation for building strong relationships with marquee customers.
F2B (Front-to-back) transformation: Non-invasive bolt-on solutions targeted for end-user / business community that provides rapid business ROI in short bursts
Mphasis X2C2 - Anything to Cloud, Powered by Cognitive:
•Right sized transformations delivering chunks of business value in a timely manner
•Best way to introduce disruptive technology (X2C2) to legacy environments
•Reference architecture-based transformation: leverages technology from previous iterations to reduce marginal cost of implementation
Key Features
Mphasis Capabilities and Experience in Capital Markets
Our service offerings within Capital Markets, Customer Lending or Mortgage operations include:
•Strategy and Consulting
•Process Automation
•Custody and Fund Services – NAV, Fees and Accruals Calculations, Financial Reporting, Book Allocations, Income Processing, Tax Reclaims, Client Services
•Reconciliations
•Trade Support, Booking and Settlements, Trade Surveillance
•Financial Reporting
•Portfolio Accounting, Services for Tax Assessment, Cost Basis, KYC Remediation
•CRM Workbench, Campaign Management, Advisor Self-service
•End-to-end Origination Fulfilment
•Origination Support Services
•Valuations – Collateral Underwriting and Appraisal Reviews
•Quality Control
•Due Diligence and Litigation Support, Line of Defense Reviews
•Governance, Risk and Compliance
•Servicing – Legal and Agency, Modification Reviews
Mphasis has extensive experience in loan origination, asset evaluation and whole loan surveillance – servicing several top banks in the US and UK. We are currently servicing 4 clients in the Credit Origination and Loan Life Cycle management.
Mphasis IP-based solutions, Tools and Platforms:
We have our own IP in Digital Commercial Credit Origination. Our key offerings include:
•LoanFXTM: A next generation front-end digital mortgage point-of-sale platform with intelligent virtual agent (IVA) capabilities. With its fully featured and CRM-integrated portal, it provides customers and loan officers complete control throughout the mortgage lifecycle
•LuminateTM: An intelligent and automated document and optical character recognition solution that leverages the strength of robotic process automation (RPA).
•QCynergyTM: A due diligence and quality control portal that synergizes efficiency of performance
•AmplifyTM: A performance enhancing solution that integrates business intelligence and call analytics to improve workflow fulfillment and call center efficiency