EZOPS: Transforming How Financial Institutions Optimize Data Pipelines In A $15+ Billion Market

By Amit Chowdhry • May 1, 2024

EZOPS harnesses Machine Learning (ML) and Intelligent Process Automation to transform data control and drive transformative efficiency gains at some of the world’s largest financial services institutions. Pulse 2.0 interviewed EZOPS founder and CEO Sarva Srinivasan to learn more about the company. 

Sarva Srinivasan’s Background

Sarva Srinivasan

What is Srinivasan’s background? Srinivasan said:

“I am the founder and CEO of EZOPS. I have been a serial entrepreneur and a fintech ideator. I have more than three decades of experience in early-stage companies and founding startups in the U.S. and India. My passion for innovation and deep understanding of the financial industry have propelled me to spearhead groundbreaking solutions that revolutionize operational processes for financial institutions.”

“Through my years of experience, I, along with Co-Founders Bikram Singh and Dutt Chintalapati, realized that we could develop and implement automated workflows to solve many of the data quality and related challenges our clients face every day. We combined our industry experience with our knowledge of emerging technologies, including machine learning and automation, to develop EZOPS to eliminate the longstanding redundancies and inefficiencies that have plagued the financial services industry for decades and to help transform how data is controlled at large financial institutions.”

Favorite Memory

What has been your favorite memory working for the company so far? Srinivasan reflected:

“Every day brings new challenges and wins and, therefore, new memories. But if I  had to pick one, it would  be when we signed our first client. That set us off on this journey and gave us the belief that we could build a sustainable business  that  could address some operational challenges and risks the industry faced.”

Core Products

What are the company’s core products and features? Srinivasan explained:

“We at EZOPS have always focused on innovation to address our clients’ challenges and needs. We have two products in the market today – EZOPS ARO and EZOPS Pypeline.”

“EZOPS ARO is a no-code, self-service data control, reconciliation, and automation platform that supports end-to-end management of data quality through the data’s lifecycle. ARO addresses the 5R’s of Data Control and Automation – Data Reconstruction (ability to validate, transform, and enrich data), Data Reconciliation (ability to verify the consistency of data), Data Research (ability to predict break reasons), Data Remediation (ability to fix the breaks), and Data Report (ability to create record/report of break).”

“EZOPS Pypeline is a groundbreaking application that revolutionizes how financial institutions optimize their data pipelines. Pypeline is a robust Python-based framework that leverages the strength of a large open-source community, offering enhanced support for unstructured data compared to traditional SQL-based solutions. It streamlines operations, handles intricate data transformations, and allows for tailored business rules, providing unparalleled flexibility for data processing and analysis. Seamlessly integrating with modern analytics tools, Pypeline is the ideal platform for machine learning and AI applications, enabling financial institutions to stay competitive in their  data-driven world.”

Challenges Faced

What challenges has Srinivasan faced while building the company? Srinivasan acknowledged:

“The last few years have been both challenging and, at the same time supportive of firms that can innovate.”

“COVID made banks and financial institutions rethink their internal and external operations – everything from client acquisition to client onboarding to client experience to delivery and fulfillment. While digitalization was already well underway, COVID accelerated the investments and timelines around these initiatives.”

“More recently, the economic uncertainty in the market, the fear of recession, and inflationary forces at work have all meant that firms have been very cautious with their investments – both ongoing as well as new. This has caused delays in their decisions.”

Evolution Of EZOPS’ Technology

How has EZOPS’ technology evolved since launching? Srinivasan noted:

“EZOPS ARO, our flagship product, was built as a cloud-native solution that’s microservices-based, auto-scalable, and self-healing.”

“We incorporated AI and Machine Learning capabilities in 2018 when most firms were not as serious as they currently are. The head start has meant that we have been able to add more algorithms. Models and support for use cases in the last 12 months.”

“We have added support for MS-SQL and Postgres, besides Oracle, as supported databases. 

From an integration standpoint, our Intelligent Process Automation framework supports seamless integration with a variety of databases, API-enabled data sources, JMS-compliant queues, and Kafka.”

“We launched EZOPS Pypeline – a data pipelining tool in 2023, and it is built as a cloud-only solution leveraging Python for data validation, enrichment, and transformation and AWS components for monitoring, file transfer, and data management.”

Significant Milestones

What have been some of the company’s most significant milestones? Srinivasan cited:

  • EZOPS was founded in 2014, and we launched our product in 2017 with our first client.
  • From 2014 to 2017, we expanded our footprint with offices worldwide: NYC, SFO, New Brunswick (NJ), Dublin (Ireland), and Delhi (India).
  • The team grew from 3 to over 50 during this period.
  • We have continued to add features and functionality to our product since 2017 and have since become the most comprehensive solution in the marketplace that addresses data quality by supporting the 5 R’s of data control and automation (Data Reconstruction, Reconciliation, Research, Remediation, and Reporting)
  • We added one more location in Chennai, India in 2022
  • We launched our SaaS offering in 2023 and obtained our ISO certification. 
  • We launched EZOPS Pypeline in Q3 2023 and have now rounded out our product offering to address the data quality challenges clients face all the way from data acquisition to transformation to reconciliation to break resolution and reporting.”

Customer Success Stories

After asking Srinivasan about customer success stories, he highlighted this quote from a customer:

“Amid the digital era, we are committed to optimizing our operations to deliver superior fund and investor experiences. Our dedication has been greatly realized through EZOPS’ cutting-edge cloud platform. This platform seamlessly aligns with our systems, empowering our staff and significantly boosting operational efficiency. As the Head of Central Operations at Alter Domus NA, I can confidently attest that EZOPS’ AI-backed reconciliation, workflows, and domain proficiency synergize seamlessly with our team, amplifying value for both our firm and, most importantly, our clients. The result is a winning combination that has enhanced our service quality and overall performance, ultimately benefiting everyone we serve.

  • Brad Hauger, Head of Central Operations at Alter Domus NA”


Upon asking Srinivasan about the company’s revenue information, he revealed:

“Our revenue has grown a GACR of 42% over the last four years and we expect to grow at a similar pace in the coming years.”

Total Addressable Market

What total addressable market (TAM) size is the company pursuing? Srinivasan assessed:

“Banking and financial services are a very large vertical, and our product is currently being used across different types of clients (banks, asset managers, fund administrators) and across multiple use cases.”

“Our product is industry agnostic and can be leveraged in adjacent industry verticals, for ex. Insurance, Corporations, etc. The Total Addressable Market exceeds $15 billion.”

Differentiation From The Competition

What differentiates the company from its competition? Srinivasan affirmed:

“EZOPS, a trusted name in the fintech space, leverages cutting-edge technology solutions to enhance efficiency, reduce costs, and mitigate risks for some of the world’s largest financial institutions. By harnessing the power of Machine Learning and Intelligent Process Automation, EZOPS manages all aspects of data control, including reconstruction, reconciliation, research, remediation, and reporting. Blending decades of financial services experience with advanced technology, EZOPS addresses age-old inefficiencies across various market participants, asset classes, and business processes. Whether dealing with plain assets or complex derivatives, the EZOPS platform delivers quantifiable business value in a matter of weeks after going live. Driven by the goal of improving data quality and integrity, EZOPS empowers organizations to gain better control of their data through AI-powered automation. With its user-friendly low-code interface, EZOPS frees teams from repetitive tasks and the burden of managing bad data, allowing them to focus on value-added work that enhances customer service and drives revenue growth.”

Future Company Goals

What are some of the company’s future company goals? Srinivasan concluded:

“Global Expansion: We have clients and users across the globe. We want to expand into parts of EMEA and APAC in the next 24 months. Given the industry-agnostic nature of our products, we will be addressing needs in markets adjacent to Banking and Financial Services.”