The Banking, Financial Services and Insurance (BFSI) industry is undergoing a radical shift, one driven by rise of FinTechs, changing business models, mounting regulation and compliance pressures. The advancements in digital banking are clear indicators that organizations in the BFSI space need core modernization. Maintaining a competitive edge without leveraging leading-edge technologies can be quite challenging in a landscape where customers demand 24X7 access to financial services.

Whether you are looking for solutions in retail and corporate banking, asset and wealth management or risk and compliance space, AgreeYa can be the ideal partner for your organization every step of the way. At AgreeYa, we specialized in digital transformation services and have a proven track record of helping organizations streamline their operations and provide data-driven insights into customer needs.

Banking everywhere except at a bank, instant and real-time payment models, 24X7 customer service with AI based Chatbots and real-time analytics and insights are transforming the future of banking. Open Banking APIs provide a wide range of benefits for the customer, eventually resulting in enhancing customer experience. We assist in digitally transforming businesses and improve quality, efficiency, optimize costs, mitigate risk, and enhance overall customer experiences.

We Assure

AgreeYa is here to help the BFSI organizations – not only as a service orchestrator but as your trusted strategic partner. We are committed to sharing both the risks and rewards, providing our technological expertise, a global perspective, and a proven track record of delivery. Our expertise lies in simplifying cumbersome business processes by offering strategies and solutions that enhance your operational efficiency and prioritize customer-centricity by enabling flexible architectures with top-notch tools and solutions.

Challenges We Solve

Leveraging new and notable technologies, innovations, accelerators, and efficiency-led approaches for the financial sector, we support your business transformation.


Operating model transformation for highly agile delivery models.


Enable scale with AI to increase operational efficiency, and drive personalization.


Assess risks, detect fraud, authenticate users, and safeguard against malicious activities.

Hybrid cloud

Embrace continuous cloud modernization and drive transformation at scale.

Our Service Offerings

AgreeYa helps financial sector organizations reinvent and optimize their business processes for breakthrough innovation and competitive advantage with financial management products and enterprise solutions and services.

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  • Core Banking Operations
  • Banking as a Service (BaaS)
  • Digital Risk and Compliance
  • Automation in Lending and Mortgage
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Governance, Risk and Compliance
  • Digital AML and KYC
  • Automated Payment Screening
  • AI-based Fraud Detection and Prevention
  • Reporting and Analytics
  • Intelligent Security Operations Center
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Financial Services
  • Portfolio Management
  • Financial Risk Management
  • Enterprise Risk Management and Regulatory Compliance
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  • Augmented Risk Assessment
  • Legacy Modernization and Cost Optimization with Automation
  • Enhanced Compliance with Data Analytics
  • Top-notch Customer Experience with Omnichannel Platform

Segments We Serve

We work with organizations across the financial services industry, from insurance to wealth management.


Move from commoditized products to added-value solutions

  • Core Banking
  • Retail Lending
  • Mortgages
  • Payment Processing
  • Commercial Financing
  • GRC

Financial Services

Achieve scale and stability with automated front and back offices

  • Investment Banking
  • Middle and Back Office
  • Wealth Management
  • Private Equity and Prime Services


Increase throughput and improve customer experience

  • Life and Annuity
  • Property and Casualty
  • Specialty and Reinsurance

Impact by the Numbers

AgreeYa curates and harmonizes leading-edge technologies from premier partners and innovators, ensuring a smooth integration of these solutions to deliver exceptional results at the forefront of innovation.

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Cost savings delivered compared to previous models
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Reduction in network downtime
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Faster issue resolution
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Live engineer support
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Priority access to hotfixes and critical updates
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Dedicated helpdesk and NOC Services