RAPID DIGITAL ASSESSMENT Accelerate digital transformation for Banks and Wealth Management firms Financial Services We combine our domain expertise with proprietary data and payments platforms to speed up your digital transformation journey. What makes Incedo different Domain expertise We have deep experience in wealth and asset management, banking and payments and have worked with large and growing global clients. Solution focus From improving customer engagement, increasing share of revenue from digital channels, driving digital product adoption to optimizing business operations, we provide solutions that drive business impact. Strong data and analytics capability We leverage data and analytics to uncover issues, generate solutions, implement them and monitor performance. Case Study BSI Financial, a mortgage solutions leader, successfully leverages “Cloud-first” and “AI-first” strategy. Learn More Case Study Full-service mortgage provider significantly saves costs and improves customer experience with a high performance, scalable self-serving loan solution Learn More Our Practice Areas Wealth and Asset Management Learn More Banking Learn More Payments Learn More Wealth and Asset Management Transform your entire customer value chain Revolutionize your value chain from customer engagement, business operations to regulatory/compliance risk. Our Client and advisor lifecycle solutions include: Building digital portal for customer acquisition, onboarding and retention Advisor workstation to administer superior service for investors Marketing and Sales Analytics for cross-sell/upsell personalized campaigns to drive customer retention Our Financial and portfolio solutions use Data and AI, Experience Design and engineering to help with: Portfolio construction and rebalancing, Investor portfolio performance analytics Risk tolerance/goal based planning Portfolio operations that include modelling, rebalancing, liquidation and tax harvesting Portfolio performance analytics. Our Operations process optimization and automation deliver transformational change for core operations and record keeping services. We work with Wealth managers to design efficient workflows, identify automation opportunities using data science and outsource non-core functions. Our regulatory compliance and reporting services include trade review system, compliance and regulatory reporting, annual client contact documents, supervision tools and customized solutions for investment managers. Banking Realize value from your digital investments Get true worth from your digital investments with our digital services and platforms blended with our deep domain know-how. Working with us will help you to increase the share of revenue from digital channels and streamline business operations. Our CX optimization solutions include journey optimization across the customer lifecycle and AI/ML focused solutions to create personalized experiences. Our risk management solutions optimize risk exposure using AI/ML based modelling and analytics for credit, operational and regulatory risk. Our operations transformation services include customer centric journey re-design and process re-engineering, intelligent process automation for operations, integrated cloud-based self-service analytics, and AI/ML driven efficient capacity management and remediation. Payments Transform your transaction lifecycle Our payment solutions enable businesses to process payments, transfer funds cost-efficiently and manage the transaction lifecycle. We also support these solutions with analytics. Working with us will allow you to accelerate the adoption of new payment methods and channels, reduce processing costs by speeding up AP automation, automate the regulatory and audit compliance processes and leverage data and analytics to accelerate product adoption and reduce operating costs. Our AP automation services will help you with PO matching and payments reconciliation, native integration with ERP systems and automation of end-to-end payment cycles; Our payment rails have ready to implement integration points across ACH, Zelle, Mastercard Send, Prepaid cards and other payment channels Our payment analytics services include anomaly detection, prediction engine to forecast transaction volumes and tools for targeting and campaign management to drive customer adoption. Solution spotlight Learn More Join Incedo Do amazing things. Collaborate and solve problems that matter. Search Open Roles Rapid digital assessment Register for a 30-minute, no-obligation, digital assessment Benchmarking of your digital journey against competitors and other best-in-class leaders with key issue identification. Portfolio of tactical and strategic recommendations that can enhance NPS, traffic and conversion KPIs. Execution roadmap based on impact, timelines and project complexity. 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