Capital Markets BPO Service Provider Profile Compendium

Transcription

1 Capital Markets BPO Service Provider Profile Compendium BFSI BPO Market Report: January 2015 Preview Deck

2 Our research offerings for global services Subscription information The full report is included in the following subscription(s) BFSI BPO In addition to published research, a subscription may include analyst inquiry, data cuts, and other services If you want to learn whether your organization has a subscription agreement or request information on pricing and subscription options, please contact us: Corporate Headquarters Office: info@everestgrp.com European Headquarters Office: unitedkingdom@everestgrp.com Market Vista TM Global services tracking across functions, sourcing models, locations, and service providers industry tracking reports also available BFSI 1 information technology BFSI 1 business process Healthcare information technology Information technology Cloud Vista TM Global sourcing Locations Insider TM PricePoint TM Finance & accounting Procurement Human resources Recruitment process Contact center Transaction Intelligence Custom research capabilities Benchmarking Pricing, delivery model, skill portfolio Peer analysis Scope, sourcing models, locations Locations Cost, skills, sustainability, portfolio plus a tracking tool Tracking services Service providers, locations, risk Other Market intelligence, service provider capabilities, technologies, contract assessment 1 Banking, financial services, and insurance 2

3 Everest Group s definition of BFSI includes the following three segments Banking, Financial Services, and Insurance (BFSI) Focus of this report Banking Retail financial services (B2C 1 ) Cards Retail banking Lending Commercial banking (B2B 2 ) Capital markets Investment banking Asset management Custody & fund administration Brokerage Insurance Life & pensions Property & casualty Reinsurance Note: This report covers vertical-specific BPO within the capital markets space. It does not include coverage of horizontal business processes such as F&A, HR, procurement, and contact centers 1 Business-to-Consumer relationships 2 Business-to-Business relationships 3

4 Table of contents (page 1 of 2) Topic Page no. Section I: Capital markets BPO service provider landscape snapshot 6 Section II: Profile of capital markets BPO Leaders 11 Cognizant 12 eclerx 18 Syntel 23 TCS 28 Section III: Profile of capital markets BPO Major Contenders 33 EXL 34 Genpact 39 HCL 44 IGATE 49 Infosys 54 Mphasis 59 Tech Mahindra 64 Viteos 69 Wipro 74 WNS 79 Xchanging 84 Section IV: Profile of capital markets BPO Emerging Players 89 Hexaware 90 NIIT Technologies 95 4

5 Table of contents (page 2 of 2) Topic Page no. Appendix 100 PEAK Matrix framework 101 Glossary of key terms 103 BFSI BPO research calendar 104 References 105 5

6 ABC (page 1 of 5) Capital Markets BPO overview Company overview XXX Key leaders Headquarter: XX XX Recent acquisitions and partnerships Revenue (US$ million) XX XX XX Number of FTEs XX XX XX Number of clients XX XX XX Website: Suite of services Recent developments Source: Everest Group (2015) 6

7 ABC (page 2 of 5) Capital Markets BPO location landscape Minot Des Moines New York London Hyderabad Pune Mangalore Bangalore Kolkata Hong Kong Chennai Singapore Source: Everest Group (2015) 7

8 ABC (page 3 of 5) Capital Markets BPO capabilities and key clients Key Banking Engagements Client name LoB Region Year since client XX XX Cards United States 2006 XX XX Commercial banking United Kingdom 2007 XX XX Retail banking Global 2010 XX XX Lending Australia 2011 Banking BPO revenue mix by geography Revenue in US$ million 100% = xx Commercial banking Retail banking Cards Banking BPO FTE mix by segment FTEs in numbers 100% = xx North MEA America Banking BPO FTE split by delivery location FTEs in numbers Banking BPO number of contracts by buyer size 1 Number of active contracts 100% = xx 100% = xx Onshore Medium Europe APAC Large Small Lending Offshore Source: Everest Group (2015) 8

9 ABC (page 4 of 5) Capital Markets BPO technology solutions/tools Banking-specific solutions/tools Analytics XXXXX XXXXX Platform/cloud XXXXX XXXXX Social media and mobility 9

10 ABC (page 5 of 5) Capital Markets BPO Competitive position and assessment ABC is a Major Contender on Everest Group PEAK Matrix for banking BPO 75 th percentile High Leaders Major Contenders Market success 25 th percentile ABC Emerging Players 75 th percentile Market share by region North America Europe South America Asia Pacific xx xx xx xx xx Market share by banking BPO line of business Cards Retail banking Lending xx xx xx xx Middle East & Africa Commercial banking Delivery capability assessment Dimension Rating Remarks Scale Low Low 25 th percentile High Capital markets BPO delivery capability (Scale, scope, technology solutions, delivery footprint, and buyer satisfaction) XXX High Low Overall market share By clients By FTEs By revenue xx xx xx Overall remarks XXXXX XXXXX Scope XXX Technology capability XXX Delivery footprint XXX Buyer satisfaction XXX Source: Everest Group (2015) 10

11 BFSI BPO research calendar Topic Capital markets BPO Service Provider Profile Compendium Insurance BPO Service Provider Profile Compendium Published Current Release date February 2014 March 2014 BFS BPO Annual Report 2014 Low on Growth, High on Regulations BFS BPO Adapts to the New Normal Insurance BPO Annual Report 2014 Banking BPO Service Provider Landscape with PEAK Matrix Assessment 2014 Insurance BPO Service Provider Landscape with PEAK Matrix Assessment 2014 Capital Markets BPO Service Provider Landscape with PEAK Matrix Assessment 2014 Banking BPO Service Provider Profile Compendium 2014 Capital Markets BPO Service Provider Profile Compendium 2014 Insurance BPO Service Provider Profile Compendium 2014 Resurgence of the mortgage BPO market Commercial Insurance - The Rise of Specialty Lines BFS BPO Annual Report 2015 Insurance BPO Annual Report 2015 Banking BPO Service Provider Landscape with PEAK Matrix Assessment 2015 August 2014 September 2014 October 2014 November 2014 November 2014 December 2014 January 2015 Q Q Q Q Q Q

12 Additional BFSI BPO research references The following documents are recommended for additional insight on the topic covered in this report. The recommended documents either provide additional details on the topic or complementary content that may be of interest 1. BFS BPO Annual Report 2014 Low on Growth, High on Regulations BFS BPO Adapts to the New Normal (EGR R-1191); This report assists key stakeholders (buyers, service providers, and technology providers) understand the changing dynamics of the BFS BPO market and help them identify the trends and outlook for future. In this backdrop, this report provides comprehensive coverage of the global BFS BPO market including detailed analysis of market size & growth, buyer adoption trends, banking and capital markets BPO solution characteristics, and service provider landscape 2. Capital Markets BPO Service Provider Landscape November 2014 (EGR R-1292); This report uses Everest Group s proprietary PEAK Matrix to assess and rate service providers on various dimensions of their capabilities. It also discusses key emerging trends in the fast growing capital markets BPO market 3. BFSI Capital Markets BPO Compendium February 2014 (EGR R-1048); The objective of this compendium is to provide key stakeholders a snapshot of the offerings and capabilities of 13 major capital markets BPO service providers. Specifically, the report allows service providers to compare their areas of strength and those of development with other service providers in the marketplace. It also helps existing and potential buyers of capital markets BPO services to assess the service providers on the capabilities that they desire For more information on this and other research published by the Everest Group, please contact us: Rajesh Ranjan, Partner: Anupam Jain, Practice Director: Manu Aggarwal, Senior Analyst: Amardeep Modi, Analyst: FS BPO Team: rajesh.ranjan@everestgrp.com anupam.jain@everestgrp.com manu.aggarwal@everestgrp.com amardeep.modi@everestgrp.com FSBPOresearch@everestgrp.com Website: Phone: info@everestgrp.com 12

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