Accelerate digital transformation for Banks
Banking and Payments
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 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 capabilities
We leverage data and analytics to uncover issues, generate solutions, implement them and monitor the performance.
Case Study
BSI Financial, a mortgage solutions leader, successfully leverages the “Cloud-first” and “AI-first” strategies.
Case Study
Full-service mortgage provider significantly saves cost and improves customer experience with a high performance, scalable, self-serving loan solution.
Our Practice Areas
Wealth and Asset Management
Transform your customer value chain
Revolutionize your value chain, from customer engagement to business operations and regulatory/compliance risks.
Our client and advisor lifecycle solutions include:
- Building a digital portal for customer acquisition, onboarding and retention
- Advisor workstations to administer superior service to 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
- Outsource non-core functions
Our regulatory, compliance and reporting services include:
- A 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 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 risks.
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
Accelerating Value Through Integrated Accounts Payable Optimization
We help Banks, Business Enterprises, and Healthcare Organizations in reducing cost, increasing revenue, and reinforcing customer, partner, and employee satisfaction with our integrated accounts payable optimization capability
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, a prediction engine to forecast transaction volumes and tools for targeting and campaign management to drive customer adoption.
Proven integrated payables solution, supported by IncedoPay multi-party platform
Ability to customize to client situation and needs, with modular solution components
Global payments, banking, and healthcare resources and expertise
Focus on client value quantification and delivery excellence
Track record of success with multi-year client relationships
Digital transformation, data, and AI leadership
Solution Spotlight
Analytics as a Service
We provide integrated analytics, insights and recommendations using our proprietary, cloud-based ML platform to drive impact across the banking value chain.
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.