ACCELERATING
SPECIALIST  BFSI GROWTH

Driving modernization, resilience, and innovation across asset, investment, and retirement ecosystems.

YOUR PARTNER IN FINANCIAL
TRANSFORMATION

Intelli Platforms partners with global financial institutions to modernize, stabilize, and optimize business models, processes, and technology stacks.

With over four decades of collective BFSI experience and deep domain expertise across Asset Management, Investment Management, Retirement Services, Employee Benefits, Brokerage, and Insurance, Intelli takes a boutique, specialty-driven approach to operational and digital transformation.

As the industry moves toward AI, automation, and data-driven engagement, Intelli helps clients embrace next-gen capabilities while preparing for the wealth transfer to Gen Z and millennial investors.



SHAPING THE FUTURE OF FINANCIAL SERVICES

Asset & Investment Management

  • Active ETFs surge, with fixed-income leading inflows
  • T+1 settlements demand automation and intraday operations
  • Industry consolidation for scale and private markets
  • Tokenization pilots moving toward production

THE MODERNIZATION MATRIX

Service Pillar

Strategic Focus

Outcomes

Strategic Advisory

  • M&A support and integration
  • AI and digital adoption roadmaps
  • Legacy retirement and transformation
  • Regulatory and compliance frameworks
  • Outsourcing and GCC Advisory
  • Seamless transitions
  • Digital maturity acceleration
  • Regulatory risk mitigation
  • Global cost efficiencies

CTO Services

  • Cloud and modern compute
  • Advanced observability and health
  • Secure, high-speed networking
  • Resilient cybersecurity protocols
  • High-availability infrastructure
  • Proactive system optimization
  • Fortification of data sovereignty
  • Improved business continuity

CIO Services

  • Modernizing enterprise apps and platforms
  • Unifying disparate SaaS ecosystems
  • Modular API and microservices
  • QA Testing and Automation
  • Elimination of departmental silos
  • Reduced administrative overhead
  • Accelerated time-to-market
  • Enhanced user engagement

CDO Services

  • Strategic data architecture design
  • Rigorous enterprise data management
  • Ethical data governance frameworks
  • Synthetic data for ML readiness
  • Actionable Analytics & Roadmap
  • Established data sovereignty
  • Global privacy compliance
  • Precise predictive insights
  • Safe and rapid testing of AI models

AI & Automation

  • Intelligent automation for STP
  • Agentic AI and autonomous workflows
  • Strategic AI Roadmap
  • Secure enterprise AI platforms
  • Human-in-the-loop ethical governance
  • Superior operational efficiency
  • Deployment of an "AI workforce"
  • Scalable, ethical AI successes
  • Quality and speed improvements

EXPERTISE ACROSS
THE FINANCIAL ECOSYSTEM

  • Asset Management

  • Investment Management

  • Retirement Services

  • Employee Benefits

  • Brokerage

  • Insurance

OUR BFSI CAPABILITIES AT A GLANCE

Operational Transformation

Modernizing financial operations for agility and resilience.

  • Target operating models and IT-OPS efficiency frameworks
  • Strategic sourcing and OPS risk assessments
  • Shadow contingent NAV design and deployment



TRUSTED BY
LEADING FINANCIAL
INSTITUTIONS

  • Asset Servicing: Fund Admins, Transfer Agencies, BPOs
  • Asset Managers: Hedge Funds, PE Funds, Mutual Funds, SMA Portfolios
  • Asset Owners: Pension Funds, Family Offices, Insurance Providers, HNW Clients

SOME OF OUR
BFSI COLLABORATIONS

Clients Include: Northern Trust, Rockefeller,
Broadridge, Citi, SEI, Ascensus, Inspira, PBUCC
  • Retirement: FIS, Fiserv, Ascensus, SEI, Delta Data
  • Asset Servicing: Northern Trust, SS&C, Broadridge, DTCC
  • Investment: OMS, PMS, IBOR/ABOR, Data Lakes

BUILDING THE
FUTURE OF FINANCIAL
INFRASTRUCTURE

  • Tokenization, Active ETFs, and T+1 readiness
  • Cloud and AI adoption for scalable infrastructure
  • Front: Product strategy, distribution, client experience
  • Middle: Portfolio operations, analytics, risk, and compliance
  • Back: Fund administration, trade support, and accounting
  • Change: Conversions, vendor selection, PMO/Agile transformation
  • Controls: InfoSec, privacy, resiliency, and audit readiness
A FORCE MULTIPLIER

DRIVING BFSI GROWTH
WITH GSI PARTNERS

Our GSI Partners Provide:

  • Engineering scale and global delivery

Intelli Platforms Delivers:

  • Deep BFSI domain expertise
  • Proven experience building large-scale BFSI business units
  • Knowledge of global IT majors and client wallet share

Combined Value Proposition:

  • Faster delivery with lower risk
  • Co-sell into mutual BFSI accounts to expand market share

Our Differentiators:

  • Unique accelerators, including Conversions, T+1 Toolkits, and SECURE 2.0 Playbooks
  • 2x growth potential through platform plays and SMB wins

EXTENDING BFSI EXPERTISE
ACROSS KEY PLATFORMS

  • Banking

    FIS, Fiserv, Finacle, Temenos

  • Brokerage & Trading

    SunGard, SEI Wealth Platform, Eagle Pace, Calypso, Fidessa, SmartStream Recon

  • Buyside

    Aladdin, Advent Geneva, Advent Partners, SS&C, Delta Data, EDM Stack, Digital Twins

  • Insurance

    Duck Creek, Guidewire, DXC Cyberlife, Vantage, WMA

  • 2,000+
    customer engagements
  • 40+
    years of collective industry experience
  • Access to 100s
    of SMEs across core BFSI domains
  • Proven transformation success across operations and technology
From legacy systems to next-gen platforms, Intelli enables BFSI enterprises to evolve faster,
operate smarter, and grow stronger.

LET'S REDEFINE THE FUTURE OF FINANCIAL SERVICES

Partner with Intelli Platforms to accelerate your transformation, unlock operational excellence, and lead the next era of BFSI innovation.

Talk to Our Experts

Let's build what's next. Together.