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BFSI

Overview

As a global IT services leader specializing in BFSI, Sonata offers customized and skilled expertise in: 

  • Cloud solutions for payments, core banking, and more
  • Streamlining operations and reducing costs
  • Enhancing customer experience with personalized services
  • Supporting Fintech and InsureTech platforms
  • Ensuring regulatory compliance

Sonata specializes in developing tailored solutions and proof-of-concepts (PoC) designed specifically for the BFSI domain, ensuring unparalleled efficiency and effectiveness.

Following the acquisition of Quant Systems, we have expanded our offerings in the BFSI sector, further enhancing our ability to deliver innovative solutions that drive modernization and transformation within the industry. 

overview
Offerings

Where We Deliver Innovation

  • Retail Banking

    Retail Banking

    Elevate Customer Experience: Innovative solutions tailored to enhance satisfaction and loyalty
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    1. Elevate Customer Experience: Innovative solutions tailored to enhance satisfaction and loyalty
    2. Streamline Operations: Industry expertise applied to optimize functionality and efficiency
    3. Personalized Services: Customized solutions for a more engaging banking experience 
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  • Mortgage Lending

    Mortgage & Lending

    Revolutionizing Lending: Optimize loan origination, underwriting, and risk assessment
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    1. Revolutionizing Lending: Optimize loan origination, underwriting, and risk assessment
    2. Automate Tasks: Improve accuracy and operational efficiency while ensuring compliance
    3. Empowering Lenders: Elevate customer experiences, drive growth, and unlock operational potential
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  • Insurance

    P&C Insurance

    Comprehensive Offerings: Policy administration, claims management, customer engagement, and more
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    • Comprehensive Offerings: Policy administration, claims management, customer engagement, and more
    • Technology Integration: Automated underwriting and intelligent automation for operational efficiency
    • Tailored Solutions: Adapt, compete, and thrive in the dynamic market with transformative solutions
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Powering Your BFSI Transformation

A Suite of Cutting-Edge Solutions

Digital Contact Center 

Enhance customer engagement and drive revenue with omnichannel experiences, self-service, personalized interactions, and advanced analytics 

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Digital Contact Center

Generative AI

Dynamics Copilots and OpenAI/Azure OpenAI API for streamlined operations, accelerated application development, and enhanced customer experiences

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Generative AI

Data Privacy

AI-driven solutions automate privacy programs ensuring GDPR, CCPA, and GLBA compliance.

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Data Privacy

Microsoft Fabric

Analytics platform for data-driven insights, AI-powered experiences, and seamless data integration, enhancing decision-making and operational excellence.

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fabric

Advanced Technologies

RPA, AI/ML, and blockchain solutions to streamline processes, enhance customer interactions and analytics, ensuring heightened security.

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Advanced Technologies

Sonata Advantage

'Major Contender' in Lending IT Services for 2023 By Everest Group
'HFS - Enterprise Innovator' in Generative Enterprise Services for 2023
Proud member of Microsoft’s Dynamics Inner Circle for FY23/24
Empowering BFSI modernization with expanded offerings post-acquisition of Quant systems
Industry-led IPs include Digital wallets, Intelligent Chatbot, Progressive Web Apps, and IntellQA – AI accelerated Testing 
Pioneering Responsible Generative AI with Harmoni.AI

Our Partners

Trusted Partnerships for Unparalleled Success

Our enduring partnerships, spanning over 20 years, with leading banking, mortgage, and lending clients underscore our commitment to delivering lasting value and fostering mutual success. 

Partner with Sonata to Transform Your BFSI Operations.
 

Microsoft Partnership for BFSI AWS Partnership for BFSI

Google Partnership for BFSI Salesforce Partnership for BFSI

ServiceNow Partnership for BFSI Snowflake Partnership for BFSI

Success Stories

Integrated Customer Management Excellence

A premier mutual fund management company faced challenges in addressing customer inquiries efficiently, leading to delays and inefficiencies. Sonata assisted in building an integrated customer service management system using Dynamics 365 Customer Service On-Premises. The implementation resulted in reduced turnaround time for query resolution, better manpower planning, and seamless integration with other systems for a 360-degree customer data view.

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