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Banking, Financial Services and Insurance
Design for Experience – Transforming BFSI world via Innovation, Digitization and Operational Efficiency
Design For Change
Our insights to strengthen the impact and growth of design, within the BFSI business world.
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Directing the winds of change

With over two decades of experience in offering innovative solutions for Retail Banking, Lending and Leasing, Cards and Payments, Asset and Wealth Management, Investment Banks, Stock Exchanges and Life / General Insurances, Tech Mahindra helps in directing the winds of these changes in the right direction by providing immense opportunities for offering better products, services and a superior customer experience. BFSI in Tech Mahindra is aligned to TechM’s 3-4-3 strategy, which is alignment of 3 Mega trends- 4 Big bets - addressing 3 objectives.

Who We Serve

  • Banking
  • FS
  • Insurance
  • GRC
  • Platforms
  • BFSI.NxT Digital

We help banks transform their operations, bring innovation, drive profitability and optimize resources.

  • Banking Products

    Banking Products enable banks to transform their operations, bring innovation, drive profitability, optimize resources, and build future ready banking.




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  • Lending and Leasing

    Solutions in lending and leasing for fostering open-banking led financial innovation, automation in business processes, enhanced CX, and data-driven insights to grow revenues and mitigate risk

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  • Cards and Payments

    End-to-end business consulting, platform transformation, implementation, customization, integration and post implementation managed services



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We help financial services firm increase profitability, reduce complexity and prepare for the digital future.

  • Retirement & Pensions

    Enabling funds drive outcomes for customers through a combination of automated operational model, digital platforms and personalized experiences.

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  • Wealth Management

    Wealth Management as an industry is in a state of flux and is undergoing numerous changes with Digital Disruption and changing business models.

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  • Insurance

    Insurance organizations are focusing on transforming themselves to meet ever changing needs of their customers by leveraging and investing in new age technologies & solutions.



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  • Insurance Products

    Insurance Products enables Insurance carriers across globe to transform their operations from legacy systems, offering innovative and customer-centric information technology experiences, drive profitability to cost effective resources and implement future ready insurance products.

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GRC services enable clients in effective Corporate Governance, mitigating enterprise level Risk and meet regulatory Compliance requirements.

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Out of box innovation-led platforms for business problems, which positively impact the top-line and bottom-line of an organization.

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Helping financial services firms seize the opportunities created by the digital revolution and preparing them for the digital future.

Leading the Way

  • Case Studies
  • Brochures
  • Whitepapers
  • Blogs
  • POV

Treasury Transformation for A Large Regional Bank

Supercharging corporate client onboarding for bulk payments in days instead of weeks

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Fully Digitized Cloud based solution in the mortgage industry

Digitization of the mortgage application process for a leading bank in Canada

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Superannuation administration transformation in Australia

Provides end to end platform and end to end back office fund administration.

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PAS roll out for a Major Insurance Carrier in USA

E&S Policy Administration System roll out for a Major Insurance Carrier in North America

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Data Sovereignty/Data Residency

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Digital Sales and Quote Processing System for Banca with Video KYC

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Video Based Customer Identification (V-BIP) Solution for Indian Insurers

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Video Based Customer Identification (V-CIP) Solution

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Real-time Investment & Trade Advisory

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Robotic Process Automation

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TechM Insurance Digital Solutions

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Asset Monetization Powered by API Economy

API monetization in the dynamic realm of banking and financial services




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A Hyperscaler Agnostic Approach to Core Banking Transformation

Hyperscaler agnostic migration tailored for core banking clients



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Digital Operational Resilience ACT

A TechM roadmap




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Institutional KYC

Ripe for Disruption through BPaaS




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ISO 20022 and Payments Big Data

An Analysis of the Payments Industry, July 2023




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Building a Composable Enterprise through API Transformation



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Sustainable Finance

Funding the transition to Net-Zero




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The NXT Road to Global Data Residency

Holistic framework in addressing the complex and diverse Data Residency regulations across the globe




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Mainframe Modernization

A strategic approach to the mainframe modernization for the BFS industry




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Decoding the Banking Metaverse

Dive deep into the world of Metaverse and explore its seven layers, key propositions and a comprehensive range of offerings for financial institutions




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Card Legacy Platform Transformation

Challenges & Opportunities for payment participants


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Significance of Quantum Computing in Banking & Financial Services domain

Exploring applicable use cases and models where Quantum Computing can be leveraged and the way forward


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How to build an effective Fraud detection Framework

Deep dive into mechanism for handling Frauds using right tools/software


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Beyond Environmental, Social, and Governance

Re-estimating Climate Risk as Financial Risk for Banks & Financial Institutions


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Building a Digital Core Banking

A digital core system built on modern technology will decide the difference between success and failure for many financial institutions


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Future of Payments: Central Bank Digital Currencies

A practical approach to CBDC adoption - Economic and Business models, Technology options


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Decoding 5G Banking

Banking of the future will be embedded in customer journeys across different industries and 5G will enable this.


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Use Case Driven Approach to Open APIs

Identification, monetizing APIs requires deep understanding of consumers of API and their thought process.


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Harness the Power of Blockchain to Skyrocket SCF

Ensure transparency, security and trust. Reduce processing time, eliminate paper and save money.


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Is Your Trade Finance Firing On All Cylinders?

Banks in the business of trade finance are warming up to digital reality and taking a long-term view


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Blockchain and Digital Transformation

The Block Chain technology is being used to address different challenges


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Customer Engagement in Insurance

TechM is supporting insurance organizations in this transformation to stay relevant


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Rise of platform economy

How BaaP could be the key to top Line Growth at Banks


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Digital transformation in lending

Organizations should focus on digital imperatives to develop new operating models


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Are banks adopting right strategy

Let us understand what does pricing mean for financial institutions


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The pandemic pandemonium and impact on Lending

Beyond Covid-19 – Shifting priorities to accelerate transformation in Lending


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Cloud-Powered Modernization of Applications










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Fueling Digital Transformation

360 degree Technology View for BFS industry 4.0


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Cloud Adoption for Banks

Defining roadmap for banks considering business value and implementation complexity


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Live to Rise

Most Innovative Cloud Deployment: Most Agile Deployment

Awarded in the fifth edition of the IBS Intelligence Global FinTech Innovation Awards 2023 for core banking implementation with ANSA Bank

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Leader in the Everest Group Asset and Wealth Management IT Services PEAK Matrix Assessment 2023.

Tech Mahindra is recognized as Leader in the Everest Group Asset and Wealth Management IT Services PEAK Matrix Assessment 2023.


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Best IT Software Solution Provider of the Year.

Awarded in the 4th Edition of ETBFSI Excellence Awards for the Initiative of 'Uni-Verse – The Banking Metaverse of UBI enabled by Tech Mahindra

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Best partner in Temenos Kickoff event.

Tech Mahindra was awarded as “Being Big on Operations”




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2nd edition of The Economic Times BFSI Innovation Tribe Summit & Awards 2020.

Awarded for its Vehicle Identification Number-based tracking block chain solution.


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Making the Headlines

  • Latest News
  • Events
Tech Mahindra collaborates with Netherlands-based startup Quantoz to offer Blockchain-as-a-Service for Secure Digital Payments
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Tech Mahindra collaborates for Industry’s First Blockchain Solution to secure Enterprise Financial Management and Insurance
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Tech Mahindra and Prometeia collaborate to provide Governance, Risk & Compliance Services to Banks

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Tech Mahindra focuses on Banking, Transport & Citizen Services to fuel Digital Business Growth in Bangladesh

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Tech Mahindra & Strands collaborate to provide customized Digital Banking Solution to Financial Institutions globally
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Tech Mahindra and Alfresco extend partnership to reimagine Business Processes by delivering New Machine Learning Solutions
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Tech Mahindra and Israeli startup Atidot collaborate on AI-based insurance solution

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Personalization Driving Life Insurance Growth

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AI Virtual summit interaction of customer experience & AI financial services
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Tech Mahindra is a Gold Sponsor at Future of Wealth Management-Superannuation Conference 2019
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Tech Mahindra is a Bronze Sponsor at the Connected Insurance Europe 2019

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Futurescapes Sydney: The Digital Customer

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