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Andy Efstathiou

Andy is the Banking Sourcing Research Director at NelsonHall where he has global responsibility for Retail and Commercial Banking BPS, Capital Markets BPS, and RPA, AI, and FinTech services in Banking, including consulting, design & deploy, and operations support.

Transforming Mortgage & Loan Services

Market Analysis

by Andy Efstathiou

published on Sep 02, 2022

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Report Overview:

Andy Efstathiou briefly introduces his 2022 global market analysis report on 'Transforming Mortgage & Loan Services'. The full report consists of 111 pages.

 

 

Who is this Report for:

NelsonHall’s 'Transforming Mortgage & Loan Services' report is a comprehensive market assessment report designed for:

  • Sourcing managers investigating sourcing developments within the lending and banking industry
  • Vendor marketing, sales, and business managers developing strategies to target service opportunities within the lending and banking industry
  • Financial analysts and investors specializing in the lending and banking industry sector. 

Scope of this Report:

The report analyzes the global market for mortgage and loan services and addresses the following questions:

  • What is the current and future market for mortgage and loan services?
  • What is the size and growth of the mortgage and loan services market by market segment?
  • Within mortgage and loan services, which processes are emerging strongly?
  • What are the market segments for mortgage and loan services and their characteristics? What are the drivers, benefits, and inhibitors for each segment? What are vendor capabilities by segment?
  • What technologies and platforms are being utilized and what are the implications by market segment?
  • What are vendor challenges and critical success factors by market segment?
  • How vendors are positioned within each mortgage and loan services market segment?
  • Additional topics include contract lengths; pricing models; partnerships; acquisitions; delivery center locations and the use of offshoring; vendor targeting by client size, geography, and industry.

Key Findings & Highlights:

The M&L industry is adapting to new business conditions where they need to increase agility to deal with cyclicality and launch new products in a shorter time frame. Data management has moved to the center of what is needed to address consumer needs and new customer acquisitions. Operations need to be able to scale up/down with higher accuracy and a very low cost of delivery.

M&L services vendors are moving from engagements providing CX to engagements reskilling employees,  providing data management, and opening platforms Vendors are focusing on three activities:

  • Transforming workforce skills from origination to default management and from IT support to transformation
  • Improving data management
  • Open platforms to enable an ecosystem of partners to deliver greater value to customers.

Tier 1 lenders are looking for increasing operational agility with process automation and migration to the cloud. Smaller lenders require productized solutions and BPS/BPaaS services. All managers are increasing their data management and process automation buy.

In the future, clients will continue to focus on data management and migrate to a hybrid multi-cloud. Operational delivery will become agile to support reducing time-to-market and support volume fluctuations. Services vendors will expand their presence with regional/local lenders by entering new markets and productizing offerings. They will also expand their work with specialty and commercial lenders using automation as a hook. Finally, services vendors will support tier one lenders and services vendors with cloud migration and reduced time to market .

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