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Exponentia for Financial Services

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“Never before in history has innovation offered promise of so much to so many in so short a time”
– Bill Gates, Founder of Microsoft

AI Consulting Services by 
Exponentia.ai

The last decade has seen several innovative technology-led disruptions by fintechs and traditional organizations, identifying new niches and use cases.

Do you want to enable focused use cases like reducing your Loan Approval turnaround time to a few seconds, while still keeping all your risk parameters in check? Or identify fraud detection in disbursals? Or have a multi-product gamified Scorecards and Sales incentives for your large, distributed salesforce? Or wider ones that help you meet your GDPR and data governance requirements while maintaining customer centricity and hyper personalization?

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Data Platform Modernization

With a plethora of applications and integration touchpoints, it is becoming increasingly easy to connect to newer applications and add more data creating complexity at the backend to integrate all the data and identify unique characteristics and data points. We take advantage of all this while also leveraging the same for algorithms and machine learning insights to deliver better results.

Fraud Detection

With the volume of transactions going up along with the technology to easily clone or create fraudulent touchpoints, a business needs to be more alert than ever to serve the genuine customers and weed out fraudsters, on top of meeting regulatory compliances. Be it in loans disbursal or insurance claims or know your customer norms, we can guide you through the journey.

Scorecards & Incentive Calculation

The sales team is like the lifeline of your organisation. With the growing complexity of product mixes and personalised offerings, it can get really complicated and time consuming to track the incentives payable to your frontline workforce apart from maintaining gamified scorecards and performance metrics. Our Onetap based solutions can also help you drive compliance on product disclosures by the sales team apart from regular Cross-Sell / Up-Sell.

Wealth Management

Using AI and machine learning we are transforming wealth management so that you can prioritising client-centric, flat-fee advisory services over traditional product-focused models. We recognise the importance of adapting to your clients' evolving needs, offering personalized solutions tailored to their specific life stages and financial goals. Our team is committed to helping you provide a wide range of investment options, from basic products to advanced ventures, and leveraging analytics to empower your clients in making informed decisions.

Data Platform Modernization

With a plethora of applications and integration touchpoints, it is becoming increasingly easy to connect to newer applications and add more data creating complexity at the backend to integrate all the data and identify unique characteristics and data points. We take advantage of all this while also leveraging the same for algorithms and machine learning insights to deliver better results.

Fraud Detection

With the volume of transactions going up along with the technology to easily clone or create fraudulent touchpoints, a business needs to be more alert than ever to serve the genuine customers and weed out fraudsters, on top of meeting regulatory compliances. Be it in loans disbursal or insurance claims or know your customer norms, we can guide you through the journey.

Scorecards & Incentive Calculation

The sales team is like the lifeline of your organisation. With the growing complexity of product mixes and personalised offerings, it can get really complicated and time consuming to track the incentives payable to your frontline workforce apart from maintaining gamified scorecards and performance metrics. Our Onetap based solutions can also help you drive compliance on product disclosures by the sales team apart from regular Cross-Sell / Up-Sell.

Wealth Management

Using AI and machine learning we are transforming wealth management so that you can prioritising client-centric, flat-fee advisory services over traditional product-focused models. We recognise the importance of adapting to your clients' evolving needs, offering personalized solutions tailored to their specific life stages and financial goals. Our team is committed to helping you provide a wide range of investment options, from basic products to advanced ventures, and leveraging analytics to empower your clients in making informed decisions.

Contact

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Got a question, email us at - engage@exponentia.ai

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UK

US

Singapore

8 Eu Tong Sen Street #14-94,
The Central

+65 94879376

India

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