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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.

Mphasis - Next Generation Wealth and Asset Management Operations Services

Vendor Analysis

by Andy Efstathiou

published on Nov 14, 2017

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Report Overview:

This NelsonHall assessment analyzes Mphasis’ offerings and capabilities in W&A operations services. Mphasis is one of a number of W&A operations services companies analyzed in NelsonHall’s comprehensive industry analysis programs. 

Who is this Report for:

NelsonHall’s Next Generation Wealth and Asset (W&A) Management Operations Services vendor assessment for Mphasis is a comprehensive assessment of Mphasis’ Next Generation W&A services offerings and capabilities designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of capital market process outsourcing and identifying vendor suitability for W&A services RFPs 
  • Vendor marketing, sales and business managers looking to benchmark themselves against their peers 
  • Financial analysts and investors specializing in the support services sector. 

 

Scope of this Report:

The report provides a comprehensive and objective analysis of W&A operations services offerings, capabilities, and market and financial strength, including:

  • Identification of the company’s strategy, emphases and new developments 
  • Analysis of the company’s strengths, weaknesses and outlook 
  • Revenue estimates 
  • Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts 
  • Analysis of the company’s offerings and key service components 
  • Analysis of the company’s delivery organization including the location of delivery locations. 

Key Findings & Highlights:

Mphasis, founded in 2000, provides infrastructure technology, BPS, and applications services including application architecture design, development, integration, and management services. Mphasis is organized by industry; banking and capital markets is its oldest industry unit, and its largest single industry revenue generator. Mphasis was started by an exCitibanker, and among its first clients were two global banks based in the U.S

This report focuses on Mphasis’ wealth and asset management operations services, which it groups within the BFS vertical. It has provided wealth and asset management services since 2002, when it established Mbroker, an Indian based firm, registered with NASD (now FINRA) with licensed resources (Series 7 etc.), which delivered BPS services to brokerage firms. The acquisition of licensed employees gave Mphasis a distinctive delivery capability that has allowed it to successfully pursue additional middle-office BPS work at securities firms. 

In 2011, Mphasis started building tools that would enhance labor. In 2015, it began to develop combined technology and operations offerings which would allow KPIs to be outcome based and pricing to be based on the same metrics (AUM) that are used by clients to generate revenues.

Table of contents:

Table of contents:

  • Background
  • Revenue Summary
  • Key Offerings
  • Delivery Capability
  • Delivery
  • Products and Partnerships
  • Pricing and Contracts
  • Target Markets
  • Strategy
  • Strengths and Challenges
  • Strengths
  • Challenges
  • Outlook

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