Financial Services
Overview
In the rapidly transforming industry of big fintech, wealthtech and agile platform players, it is imperative for financial services procviders to keep up with change and adopt digital transformation. Cognine works with companies across every sub sector of financial services including microfinance, banking, payments, insurance, wealth and asset management areas.
We bring in approaches that are tailored to meet specific technology maturity goals of enterprises.
Financial verticals we serve
Fintech
We bring in an integrated set of capabilities to help you design, develop and scale your applications.
Asset & Wealth Management
Strategy and end to end solutions for streamlining operations, and automating the wealth management process
Microfinance
Custom banking applications for managing customer accounts, loans, deposits and other investment products
Fintech
Cognine works with fintech entrepreneurs to get their idea into the market by creating game-changing technology solutions. It’s no surprise that Fintech has disrupted every aspect of the financial sector. Yet, standing out and scaling up is a difficult task. Cognine drives your innovation and success with decades of fintech experience, simple implementations, technical agility, and the scalability you require to keep expanding. We bring capabilities across:- Building data intensive products across the financial services spectrum
- Digital Lending and Credit
- Mobile banking & payments
| A | Applications | B | Automation | C | Analytics |
| 1. | Architecture | 5. | Data QA | 9. | Data Lake |
| 2. | Cloud native development | 6. | Test Automation | 10. | Dashboards & Reports |
| 3. | UX | 7. | DevSecOps | 11. | NLP |
| 4. | Integrations | 8. | RPA | 12. | Data Quality |
Asset & Wealth Management
Our comprehensive expertise in technology strategy, digital transformation and operations enables organizations to adapt quickly and effectively to the significant structural factors altering the Wealth & Asset Management sector, optimize their platforms, processes, products and super-charge business growth. We bring capabilities across:- Advisor Compensation Systems
- Client Relationship Management
- Portfolio Management
- Business & Technology Strategy Consulting
| A | Applications | B | Automation | C | Analytics |
| 1. | CRM | 5. | Data Migration | 9. | Account Growth |
| 2. | Advisor Portals | 6. | AML & KYC Automation | 10. | Fund flows |
| 3. | Portfolio Management | 7. | Digitalizing paper-based data | 11. | Recent Transactions |
| 4. | Integrations | 8. | Report aggregation | 12. | Data Quality |
Microfinance
Microfinance sector has been a laggard in terms of technology adoption and digital transformation in the broader financial services sector. While the large institutions lack the ability, small institutions claim lack of financial resources as the main challenge in bringing technology to their organizations. The industry is also cautious about not losing their competitive advantage of personal touch with their customers. Over the last couple of years, there has been a tremendous shift in the technology adoption mostly due to the pandemic and after affects. Automation of loan application and management of the related documentation. Cognine expertise in this area spans:- Front office – Customer life cycle management, verification, approval, contracting & disbursement
- Back office – Banking applications, Financial management, Risk management
- Funding – Investor relations, Contract processing, Reporting
| A | Applications | B | Automation | C | Analytics |
| 1. | Digital Field Applications | 5. | Customer Service | 9. | Sales and Funding reports |
| 2. | Online loan applications | 6. | Compliance | 10. | Custom reports |
| 3. | Mobile Apps | 7. | KYC | 11. | NLP (OCR applications) |
| 4. | Integrations | 8. | Reconciliation | 12. | Data Quality |
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