Coforge’s business process solutions for banking and financial services are built on a strong foundation of operational excellence. We combine deep domain expertise with AI-driven business process transformation to enhance efficiency, compliance, and customer experience.

Coforge serves key segments of banking and financial services, including:

• Retail banking

• Payments and cards

• Commercial banking

• Asset and wealth management

• KYC/AML

All our services are supported by advanced automation and data-driven decision-making capabilities. We enhance operational performance across front, middle, and back-office functions by modernizing workflows, optimizing lending and servicing operations, redesigning digital customer journeys, and upgrading risk and compliance processes for global banks.

Our AI-enabled BPS model delivers Six Sigma accuracy, significant reductions in fraud losses, chargeback aging, and improved onboarding compliance for major banks. Our solutions integrate automation, human-in-the-loop expertise, and patented compliance technologies to drive operational resilience.

Our strength in core banking modernization, digital channels, and cloud-enabled platforms enables banks and financial institutions to run leaner, more scalable operations while maintaining regulatory compliance and high service quality.

Retail Banking

Coforge has more than 20 years of experience working with large retail banks to transform high volume, customer-facing financial processes. With 600+ processes delivered globally, Coforge is trusted by some of the world’s largest financial institutions, including Fortune 100 global banks, top U.S. retail banks, and leading card networks.

We combine deep domain expertise with advanced AI, custom LLMs, and automation to transform high volume, customer-facing financial operations. Delivered through secure onshore, nearshore, and offshore centers with rigorous regulatory and data security controls, our AI-driven workflows augment human decision making to improve customer experience, enhance process accuracy, and significantly reduce operating costs.

Commercial Banking

Our payment and treasury management, account set-up and servicing, commercial lending and credit/risk solutions combine domain expertise with AI and automation to enhance customer experience, improve process quality and reduce operational costs.

We securely deliver more than 500 banking processes globally. We have more than 15 years of commercial banking experience, including Fortune 100 Global Banks, five of the top 25 U.S. banks, and two of the largest U.S. commercial banks.

Asset and Wealth Management

Coforge has more than 20 years of experience in asset and wealth management, strengthened by AI-enabled processes, advanced analytics, and digital accelerators. Our intelligent front, middle, and back-office solutions integrate agentic AI, data orchestration, and AI-driven insights to maximize operational resilience, improve compliance, and deliver up to 70% cost efficiency for global investment firms.

We support a highly sophisticated client ecosystem, including two Fortune 100 Global Banks, five major U.S. banks, and a global investment operations leader that manages, advises, or administers more than $1 trillion in assets.