Powering the future of compliance

Compliance Manager AI

KYC that runs itself, with humans where they matter

KYC Manager

The case manager for the full client lifecycle

EDOS

Verified entity data, sourced from anywhere, delivered in minutes

AI Toolkit

One AI platform for KYC and compliance work, standalone or integrated

ELM Orchestrator

Your control layer for client lifecycle execution

KYC Outreach Agent

Outreach that runs itself, from knowing what is missing to closing the case

Screening Processing

Clear the noise. Keep the evidence.

Transaction Monitoring

Ongoing monitoring that feeds the file.

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Real results. Real institutions. Real impact

Global fintech company

Scaling transaction monitoring with Agentic AI

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Banking-as-a-Service provider

Strengthening fraud review operations

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Global bank

Transforming capital markets operations with ProcessX

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European multinational bank

Transforming KYC operations with an integrated operating model and Agentic AI

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Global broker-dealer

Unifying KYC and client data management with AI-powered Compliance Manager

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Deep capabilities, deeper insights

Compliance Manager Product Suite

One platform. Eight modules. Full AML/KYC lifecycle.

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Compliance Manager AI

AI automated. Human review. Accelerated confidence.

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eClerx Orchestrator

No more chasing. No more guessing. One view, for everyone.

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EDOS

Every source. Always current. Always verified.

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Transaction Monitoring

Built with regulators. Wired into KYC.

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For over 25 years, we’ve worked with some of the world’s leading financial institutions to solve complex operational challenges, manage risk, and transform the way business is done.

We bring together deep domain expertise, technology, AI, and analytics to help clients strengthen critical operations, navigate regulatory complexity, and build more efficient, resilient processes.

From running and optimizing day-to-day operations to reimagining processes and operating models, we work alongside our clients to turn transformation into measurable business outcomes.

overview

100+

brands have been our clients for over 5 years

$ 2B

saved in client operational costs in the last 10 years

8/10

of the world’s Tier 1 banks choose eClerx

22,000+

employees serving in more than 50 countries

Four pillars, one connected approach

Operations

Run and optimize critical functions

Technology

Build, automate, and modernize

Advisory

Navigate complexity and manage risk

Transformation

Reimagine and scale operating models

Global and regional banks
Broker-dealers and asset managers
Payments and fintech
Insurers
Digital asset platforms
Wealth and private markets firms

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Safe harbour

The presentations, videos, and other Investor Day materials have been prepared for informational purposes only. Certain statements contained in these materials may constitute forward-looking statements regarding eClerx's business outlook, growth strategy, market opportunities, client demand, operational priorities, technology and AI-led initiatives, investment plans and anticipated financial and operating performance.

These forward-looking statements are based on management's current expectations, assumptions and estimates and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Such risks and uncertainties include, but are not limited to: changes in global economic and business conditions, customer spending patterns, competitive pressures, technological developments including evolving regulations relating to AI, data privacy and data protection, cybersecurity threats, talent availability and retention, currency fluctuations, geopolitical developments and other factors that may affect the Company's business, clients and operating performance.

Forward-looking statements are made only as of the date of the relevant Investor Day materials and should not be relied upon as indicators or guarantees of future performance. The Company undertakes no obligation to publicly update, revise or supplement any forward-looking statement to reflect subsequent events or circumstances, except as required by applicable law.

By clicking ‘Accept’ or accessing these Investor Day materials, you acknowledge that you have read and understood this Safe Harbour Statement.