Pinnacle Data Services Private Limited (Pdspl)

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Banking and Financial Services

Banking and Financial Services across the globe are heavily using third parties to carry out their back end business activities that they would normally have undertaken on their own. Research and various surveys have shown that financial and banking firms outsource substantial parts of their regulated and unregulated activities. Thus, outsourcing is increasingly used as a means of both reducing costs and achieving strategic aims.

At Pinnacle, we determine the outsourcing ability of a process by two factors – classification as a core service and strategic value of a process.

We combine the best practices of research and analytic approach and add value to our client’s business by reducing work load, helping them in saving costs and streamlining processes through continuous improvements and innovations.

Our Banking and Financial Offerings include:

  • •    General Ledger and Reporting
    •    Accounts Receivables, Credit Management and Collections
    •    Credit Card Processing, Claims Adjusting, Accounts Payable and T&E Claims
    •    Fund Accounting
    •    Fixed Assets Accounting
    •    Order Processing and Billing
    •    Account Reconciliations
    •    Account Generation and Activation
    •    Subsidiary and Joint Venture Accounting


  • •    Loan Origination and Processing
    •    Loan Servicing
    •    Loan Underwriting
    •    Loan Closing and Funding
    •    Account Generation and Adjustments
    •    Customer Service


  • •    Account Origination
    •    Documentation
    •    Verification
    •    Funding
    •    Asset Control
    •    Customer Servicing
    •    Collections & Settlements


  • •    Account Opening
    •    KYC Check
    •    Booking and Transaction Initiation
    •    Customer Service