Built for the Complexity of Modern Capital Markets
20+
Years of deep domain expertise in Capital Markets
$2.5T
AUM supported globally for our clients
40%
TCO Reduction across operations
70%
Faster turnaround times on critical processes
60%
Effort reduction through AI and automation
70%
Of engagements on outcome-based commercial models
Our Services
Front Office
- Lead Generation & Prospecting
- Pitchbooks & Deal Support
- Strategic Research & Advisory
- Client Onboarding
- KYC / Due Diligence
- Sanction Screening
- AML & Origination Support
- Campaign Management
Middle Office
- Equity & Credit Research
- Market & Sector Intelligence
- Competitive Intelligence
- Portfolio Monitoring & Surveillance
- ESG Compliance Reporting
- Trade Matching & Enrichment / Repair
- Benchmark & Risk Reporting
- Control Testing & Audit Support
Back Office
- Clearing & Settlements
- Trade Fail Management
- Collateral Management
- Reconciliation & Payments
- Client, Regulatory & Performance Reporting
- Data Management
- Fraud Management
- Fee & Commission Processing
- Lead Generation & Prospecting
- Pitchbooks & Deal Support
- Strategic Research & Advisory
- Client Onboarding
- KYC / Due Diligence
- Sanction Screening
- AML & Origination Support
- Campaign Management
- Equity & Credit Research
- Market & Sector Intelligence
- Competitive Intelligence
- Portfolio Monitoring & Surveillance
- ESG Compliance Reporting
- Trade Matching & Enrichment / Repair
- Benchmark & Risk Reporting
- Control Testing & Audit Support
- Clearing & Settlements
- Trade Fail Management
- Collateral Management
- Reconciliation & Payments
- Client, Regulatory & Performance Reporting
- Data Management
- Fraud Management
- Fee & Commission Processing
Powered by FinAI Hub — Our Enterprise-grade Agentic AI Platform. Domain-trained AI Agents, Purpose-built for Investment Management Operations.
Client Story
Transformation in Action
A multi-year strategic partnership with the Wealth Arm of a leading bank—reimagining operations from the ground up.
The Challenge
A leading Bermuda bank needed to become the digital bank of choice—while cutting costs and accelerating AI-led transformation.
- Execution barriers to digital-first banking
- Mounting cost pressures and low NPS scores
- Fragmented AI/RPA adoption across operations
Our Solution
Design thinking-led consulting. A defined multi-year transformation roadmap. End-to-end delivery.
- Advisory and consulting anchored in design thinking
- In-scope: KYC, AML, Transaction Monitoring, Investment Operations, Accounting
- Full digital engineering support including Mobile Banking launch
Outcomes Delivered
- ~50% Reduction in KYC timelines
- ~40% Reduction in overall operations cost via BPaaS model
- ~10% Client satisfaction uplift
- Mobile Banking launched successfully
- Data governance framework built for regulatory reporting
Why Sutherland
Skin in the Game
As a privately held organization, we take on higher-risk, highly differentiated deals. We put our performance on the line—and align our success directly to yours.
Global Delivery Footprint
Flexible onshore, nearshore, and offshore delivery—with dedicated BFS Centers of Excellence across the Americas, UK, Europe, Middle East, India, and APAC.
Outcome-Driven Commercial Model
~70% of our engagements run on outcome-based or non-traditional pricing. You pay for results—not effort. That keeps us relentlessly focused on what matters.
AI-Native Operational Excellence
Agentic AI and automation embedded across every process—pre-trade, trade, and post-trade. Not a pilot. A production-grade, measurable impact on your operations.