Capital Markets BPO Service Provider Profile Compendium– Lending – Cards Commercial banking...

Copyright © 2012, Everest Global, Inc. EGR-2012-11-PD-0807

Topic: Capital Markets BPO Service Provider Profile Compendium

Banking, Financial Services, and Insurance (BFSI) Outsourcing Market Report: December 2012 – Preview Deck


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Everest Group’s definition of BFSI includes the following three segments

Retail financial services (B2C1) – Retail banking – Lending – Cards

Commercial banking (B2B2)

Banking Investment banking

Asset management

Custody & fund

administration

Brokerage

Capital markets Life & pensions

Property & casualty

Insurance

Banking, Financial Services, and Insurance (BFSI)

Focus of this report

Note 1: This report covers vertical-specific BPO within the capital markets space. The report does not include coverage of horizontal business processes such as F&A, HR, procurement, and contact centers Note 2: While qualitative information (recent developments, technology tools, and recent acquisitions and partnerships) is up-to-date, all numbers in this report pertain to contractual information as of December 2011

1 Business-to-consumer relationships 2 Business-to-business relationships


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Table of contents

Section I: Capital markets BPO service provider landscape snapshot 5 Section II: Profile of capital markets BPO Leaders 9 Cognizant 10 eClerx 16 Syntel 21 TCS 26 Wipro 31 Section III: Profile of capital markets BPO Major Contenders 36 Genpact 37 HCL 42 iGate 47 Infosys 52 WNS 57

Section IV: Profile of capital markets BPO Emerging Players 62 Capgemini 63 EXL Service 68 Mahindra Satyam 73 Section V: Appendix 78 PEAK Matrix framework 79 Glossary of key terms used in the report 80 BFSI outsourcing research agenda 81 Additional capital markets BPO research references 83

Topic Page no.


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ABC (page 1 of 5) Capital markets BPO overview

Recent acquisitions and partnerships XX XX XX XX

Recent developments XX XX XX XX

Suite of Services XX XX XX XX

2009 2010 2011

Capital markets revenue (US$ million) XX XX XX

Number of FTEs XX XX XX

Number of clients XX XX XX

Source: Everest Group (2012)

Company overview XX XX Key leaders XX XX XX XX

Headquarter: XX, XX Website: www.abc.com

http://www.abc.com/


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ABC (page 2 of 5) Capital markets BPO location landscape

Chennai

London

Singapore

Minot Budapest

Phoenix

Mumbai Hong Kong New Delhi

Source: Everest Group (2012)


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X%

X%

X% X%

ABC (page 3 of 5) Capital markets BPO – capabilities and key clients

Split of FTEs by location FTEs in numbers

Capital markets BPO revenue mix by geography Revenue in US$ million

Key Capital Markets engagements

Client name Line of Business Region Year since client

XX XX Fund accounting and administration U.S. 2007

XX XX Asset management Europe 2007

XX XX Asset management U.S. 2008

XX XX Investment banking & wealth management U.S., Europe, and APAC 2009

XX XX Investment management Europe 2010

Capital markets BPO FTE mix by segment FTEs in numbers

X%

X%

X%

X%

X%

Europe

Offshore

Onshore

100% = XX

North America

Asia Pacific

100% = XX 100% = XX

Investment banking

Brokerage Custody & fund administration

Asset management

Note: Based on the contracts signed till December 2011 Source: Everest Group (2012)


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ABC (page 4 of 5) Capital markets BPO technology solutions

Tools XX XX XX XX

Solution description

XX XX XX XX

Year launched 2011 2011 2010 2010

Line of business • Investment banking • Asset management

• Investment banking • Asset management • Investment banking • Asset & wealth

management

Number of clients

XX XX XX XX


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ABC is a Major Contender on Everest Group PEAK Matrix for capital markets BPO

ABC (page 5 of 5) Competitive position and assessment

Delivery capability assessment Assessment dimension Rating Remarks Scale XX

Scope XX

Technology capability

XX

Delivery footprint XX

High Low

Market share by region

North America Europe South America Asia Pacific

XX% XX% XX% XX%

Market share by capital markets BPO Line of Business

Investment banking

Asset management

Custody & fund administration Brokerage

XX% XX% XX% XX%

Overall market share

By number of contracts By FTEs By revenue

XX% XX% XX%

Overall remarks XX XX XX XX

Capital markets BPO delivery capability

Mar

ket s

ucce

ss

High

Low Low High

eClerx

Leaders

Major Contenders

Emerging Players


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BFSI Outsourcing research agenda (page 1 of 2)

Topic Release date

Published Current

June-2012 IT Application Outsourcing (AO) in Banking – Trends and Future Outlook

August-2012 Application Outsourcing (AO) in Banking: PEAK Matrix Provider Landscape – Evolution at Play

September-2012 IT Application Outsourcing (AO) in Insurance – Navigating Business Challenges through Technology

October 2012

Applications Outsourcing in Banking – Service Provider Profile Compendium

October 2012 Global Sourcing Trends in the U.S. Mortgage Industry

October 2012

A PEAK into the Leaders, Major Contenders, and Emerging Players of the Banking BPO Market

October 2012 Webinar Deck: PEAK into the BFSI Outsourcing Market

June-2012 Report Card for the Indian IT Majors – Pecking Order Analysis of the "WITCH" Group

July-2012 BFS BPO Annual Report 2012 – Strong Growth Post the Downturn

May-2012 Trade Reconciliations Business Process Outsourcing (BPO)

October 2012 IT Application Outsourcing (AO) in Capital Markets Annual Report – Change is the only constant

November-2012 Insurance Business Process Outsourcing (BPO) Market 2011-2012 – Annual Report

October 2012 Application Outsourcing (AO) in Insurance: PEAK Provider Landscape – Policies for Growth and Differentiation

http://research.everestgrp.com/Product/11748









https://research.everestgrp.com/Product/11829































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BFSI Outsourcing research agenda (page 2 of 2)

Topic

Published Current

November-2012 Banking BPO Service Provider Profile Compendium

November-2012 A PEAK into the Leaders, Major Contenders, and Emerging Players of Capital Markets BPO

Release date

Q1-2013 IT Application Services in Capital Markets – Service Provider Profile Compendium 2012

Q1-2013 IT Application Services in Insurance – Service Provider Profile Compendium 2012

Q1-2013 BFSI BPO Service Provider Profile Compendium – Insurance BPO

December 2012 BFSI BPO Service Provider Profile Compendium – Capital Markets BPO

December-2012 A PEAK into the Leaders, Major Contenders, and Emerging Players of Insurance BPO

December 2012 Service Provider Landscape for IT application services in Capital Markets – PEAK report 2012











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Additional Capital Markets 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 2012 – Strong Growth Post the Downturn (EGR-2012-11-R-0710a); 2012. The global industry for Business Process

Services (BPS) for Banking and Financial Services (BFS) is growing at a fast pace of over 16% annually. After a dip during 2008-2009, due to the global financial crisis, BFS BPS is back on track, seeing rising contract numbers in both 2010 and 2011. Although BPO services account for only 10% of the overall market for BFS BPS, adoption of BPO is now expanding globally. This report brings together insights from Everest Group’s research program in BFS BPO across banking and capital markets. The report highlights key trends in both BPO markets, the drivers and challenges for greater BPO adoption, service provider profiles and strategies for growth and profits, and the unique issues that confront the BFS BPO industry today

2. Trade Reconciliations Business Process Outsourcing (BPO) (EGR-2012-11-R-0681a); 2012. Trade reconciliations is an important segment of capital markets BPO, and the most frequently outsourced function in capital markets BPO contracts. While the global potential for trade reconciliations outsourcing is in the range of US$1.8-2.4 billion, only about 5-10% of this market has been captured, representing significant untapped potential. Most mature service providers in the capital markets BPO space also offer trade reconciliation services from offshore locations, and this is becoming an important area of growth for service providers. In this research, we analyze the current trends and the future outlook for BPO in offshore trade reconciliations, focusing on market size and potential, buyer adoption trends, and the service provider landscape and solutions trends

3. Capital Markets Business Process Outsourcing (EGR-2012-11-R-0636b); 2012. This report examines the global third-party capital markets BPO industry. It focuses on market size and growth trends in capital markets BPO, market potential, key drivers, and challenges. It also looks at BPO maturity by LoB, trade-lifecycle, and asset classes, solution characteristics, including scope and contract term, technology models, pricing structures, performance metrics, and global sourcing. It also provides an assessment of the global third-party service provider landscape by scale, scope, delivery footprint, and investments

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Capital Markets BPO Service Provider Profile Compendium– Lending – Cards Commercial banking...

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