Banking & Financial Services

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EXL has been in the professional services space providing industry leading solutions and expertise to ourglobal clients. Over the past 25+ years, we have significantly matured to understand client and customer's needs and have inducted data led digital and analytical capabilities, enhanced our solution-oriented offering of Digital, Data and Domain that differentiates us from our competition in the market.

EXL have end-to-end capabilities in the Banking and Financial services sector, recognized by clients across Global Banks, fintech, asset management firms, payment technology, payment networks, lenders etc. and by industry analysts firms.

Key Client base is highlighted below:

- 6 of the Top 10 US Banks

- 9 of the Top 20 Global Banks

- 3 of the Top 4 Payment Networks

- 3 of the Top 5 Asset Management Firms

- Fortune 250 Payment processors & Facilitators

- 8+ FinTechs, Payment Techs & lenders

Few recognition by analyst firms :

- Customers’ Choice in Gartner Peer Insights Data & Analytics Service Providers, 2020 & 2021 & 2022

- HFS Research 2nd in Employee Loyalty; Super Seven Services Employers 2022

- Major Player IDC MarketScape: Worldwide Intelligent Automation Services Vendor Assessment, 2022 & Worldwide Digital Customer Care Services 2021-22 Vendor Assessment

- Leader Advanced Analytics and Insights (AA&I) Services PEAK Matrix® Assessment 2023

- Innovator in Avasant Banking Process Transformation 2023 RADARVIEW™

- Strong Performer "The Forrester Wave™: Customer Analytics Service Providers, Q2 2023"

Key Features

EXL has capabilities across BFS Value Chain with data led digital and advanced analytical capabilities that generate real-time insights and have developed AI-driven solutions to increase speed to outcome

- Customer care

- Consumer lending

- Commercial Banking

- Core banking

- Collections

- Fraud and Dispute operations

- Wealth & Retirement

- Retail banking

- Cards

- Consumer Lending

- Commercial banking

- Capital markets

- Risk & Fraud

Key Benefits

EXL's main differentiator is its flexibility to adapt to this evolving situation and continue to support its clients with minimal disruption. With the experience and learnings from this situation, we have been able to strengthen our operations management framework to sustain and scale our delivery from multiple locations spread apart geographically and work from anywhere.

Leverages our foundation of domain and data , EXL infuses it with our five building blocks of transformation:

1. Customer Interaction,

2. Artificial Intelligence,

3. Data and Analytics,

4. Advanced Technologies and

5. Digital Products

Key AI / Digital Tools and platforms are listed below :

1. X-BOT is a cloud-based Robotic Process Automation (RPA) platform that supports hyper-automation, enabling financial institutions to streamline and enhance their business processes.

2. EXL’s CWS (Client Workflow Solution) is an end-to-end workflow management solution designed to streamline operations and enhance customer experience through efficient process management.

3. EXL’s SmartEmail.AI is a smart and dynamic, Artificial Intelligence based Email management solution designed to streamline and enhance email handling process within the financial services industry.

4. Audit Automation System (SmartAudit.AI) –EXL digital smart audit solution is a modularized AI based quality audit solution with the potential to increase the audit coverage to ~60-70% without proportionate increase in cost thereby creating capacity for auditors to focus on higher risk audits.

5. EXL XTRAKTO.AI™ is Intelligent Document Processing solution that converts unstructured content into structured data with the power of AI and cloud technologies.

6. EXL’s Engage.AI offers a cutting-edge AI-based chat solution tailored for financial services industry, revolutionizing customer engagement and operational efficiency.

7. EXL Paymentor™ is an AI-powered collections and receivables management platform that creates a unified and personalized collection journey for debtors. It is an industry-leading cloud-based solution to improve collection operations, collection analytics, and all aspects of full-cycle collections.

8. POS Financing : It is an innovative financing solution that brings credit availability upfront in the purchase journey. It provides the following benefits to lenders: Quick Merchant integration, Customer onboarding via online & offline mediums, Real time underwriting, Seamless merchant settlement, End-to-end customer servicing

9. EXL Code Harbor : EXL’s Generative AI powered code assistance tool helps in code generation & migration, summarization & governance and testing and help build enterprise capabilities.

10. EXL EXELIA.AI™ is a pre-trained solution for human like interactions through voice & chat, developed across industry specific use cases.

11. Conversational BI : LLMs driven solution to generate meaningful insights on structured enterprise data sources with natural language querying. This helps business users query and generate insights on heaps of data without knowhow of technologies like SQL or BI tools.

12. AI enabled Agent Assist (SmartAgentAssist.AI) – EXL’s Smart Agent Assist solution is an AI based Voice & Chat solution that assist Agent through real time speech to text, LLM based intent recognition, entity and sentiment extraction, generative AI nudges, procedural guidance, thereby automating manual tasks and providing them intelligence for faster query resolution.

13. Digital Operations EXL Nervehub™ is a highly modular, robust and configurable, industry agnostic platform to digitize operations management, link operational metrics with outcomes, manage digital workforce, and provide real-time insights for better decision-making.

14. Bank Transaction Insights : EXL™ Bank Transaction Insights offers a one-stop solution for mining deep insights from bank data.