Empowering firms to drive resilience, insight, and growth
EXL partners with investment banks, asset managers, and capital markets firms to simplify complexity, modernize operations, and elevate customer experience. With deep industry expertise and advanced analytics, we deliver tailored digital solutions that enhance regulatory compliance and improve operational resilience to unlock measurable growth.
EXL impact
A trusted partner for industry leaders
With a proven track record, we serve some of the largest financial organizations in the world, helping them build future-ready operations.
6
Supporting 6 of the top 10 US banks
9
Serving 9 of the top 20 global banks
3
Partnering with 3 of the top 5 asset management firms
8+
Empowering 8+ fintechs, payment networks, and lenders
What we do
Analytics, AI, and cloud solutions to deliver insights at speed
AI & Advanced Analytics
<p>Transform data into a competitive edge by uncovering insights, streamlining workflows, and driving smarter decisions at scale.</p>
Data engineering
<p>Gain real-time, clean, connected, compliant data you can trust—driving faster decisions, stronger compliance, and greater value across the enterprise.</p>
Intelligent automation & digital transformation
<p>Streamline operations with smart automation, cutting costs, errors, and delays while freeing your team to focus on value.</p>
Cloud & infrastructure modernization
<p>Modernize your tech with scalable cloud solutions that boost performance, enable seamless integration, and eliminate infrastructure bottlenecks.</p>
Who we serve
Driving growth with domain expertise and AI in the workflow
Investment banking & broker-dealer services
<p>AI, automation, and analytics to accelerate deals, automate research, and optimize trade operations for investment banks and broker-dealers, driving growth and efficiency.</p>
Asset & wealth management
<p>AI and digital platforms to help asset and wealth managers modernize services, optimize portfolios, and automate reporting to enhance client loyalty and scalability.</p>
Private equity & alternatives
<p>Intelligent automation and data solutions to streamline diligence, analytics, and operations for private equity firms, driving efficiency and accelerating value creation.</p>
Commercial banking & securities services
<p>Automation, digital workflows, and analytics to streamline operations, reduce risk, ensure compliance, and drive growth.</p>
Our solutions
Solutions tailored to capital markets
Proven outcomes
EXL delivers measurable, impact-driven results for capital markets leaders.
20%
annual efficiency delivered
88%
reduction in defects within 6 months by suggesting better language in documents
20–25%
increase in conversions across the purchase journey
10–15%
fraud reduction
FAQs
How is AI used in capital markets?
<p>AI is used in capital markets to enable predictive modeling, enhance decision-making, and improve risk management. It powers fraud detection, portfolio optimization, and market trend analysis through advanced data analytics and machine learning. Capital Market services and solutions leverage AI to analyze massive datasets in real time, uncover actionable insights, personalize customer solutions, and streamline operations for greater efficiency and accuracy. Additionally, AI ensures robust governance and compliance, which are critical in a highly regulated industry.</p>
How can EXL help my asset management firm succeed?
<p>We use AI and advanced analytics to optimize portfolio decisions, enhance compliance, and improve investor outcomes. <br><br>Our capital market services and solutions analyze vast and complex data sets, uncovering actionable insights that drive superior investment performance. We streamline compliance processes, helping firms stay ahead of regulatory changes while mitigating risks. Partnering with EXL means achieving measurable results, improving investor satisfaction, and aligning operations with your strategic goals.</p>
Can these solutions integrate with existing digital platforms?
<p>Yes. Our flexible capital market solutions are designed to seamlessly integrate with your current systems and processes. </p>
How quickly can we expect results from a transformation project?
<p>While timelines vary, many clients see significant improvements in efficiency and accuracy within six months. <br><br>These improvements include increased efficiency in operational workflows, enhanced accuracy in <a href="https://www.exlservice.com/industries/banking-and-capital-markets/asset-management">portfolio management</a> and compliance processes, and faster, data-driven decision-making. From consultation to completion, we prioritize realistic expectations and measurable results aligned with your goals.</p>
What makes EXL different from other capital markets service providers?
<p>We combine AI-driven insights, scalable digital transformation solutions, and industry-specific expertise to deliver results that create lasting impact.</p>
Unleash the full potential of your
capital markets operations
Take the lead in the evolving world of capital markets. With EXL’s AI
and digital transformation solutions, you are equipped to drive customer
satisfaction, enhance portfolio performance, and thrive in a
competitive landscape.
