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Advisory Services Leveraging Hands-on, Practical Experience

eClerx provides a suite of consulting services which include process assurance and operational excellence, EDM and data transformation, transition management and technology solutions across various functional areas. One of our differentiating factors is that our advisory resources come from the field and have years of hands-on experience managing and executing the functions they advise on. Our clients have benefited from eClerx’ short time to market, deep domain expertise, and nimble development methodology, delivering a jump-step increase in productivity, accuracy, and control.

Client On-boarding Process Review

eClerx performed end to end process review and capacity analysis of a global bank’s client on-boarding group and provided strategic recommendations for improvement

KYC Process Review - Driving Efficiency and Regulatory Compliance

eClerx reviewed the KYC procedures of a leading global bank and proposed enhancements and IT practices, saving over 1,250 man-hours each month

Global Middle Office Dashboard Deployment

eClerx has built a Middle Office Risk dashboard that centralizes, standardizes and reports trade information and exceptions across desks