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Financial Services companies have long been challenged by the combination of transaction and analytics heavy operations. Companies must hire, manage, and develop a workforce tooled to deliver high-volume transaction based process, as well as high-end, complex analytics services. Efficient management of operations is only compounded by ever-increasing regulatory and risk management requirements, as well as wild demand fluctuations.
OPI’s Financial Services focused solutions address the industry’s need for streamlined, compliant operations. Our solutions are, by design, process-based and adhere to strict protocols which ensure compliance with necessary regulatory requirements. However, our people offer a variety of skill-sets, so that companies can leverage our offerings for a range of services. These may include file set-up and data management, on through to custom, complex analytics services like equity research and mark-to-market valuations.
Likewise, outsourcing also provides financial services companies with a degree of flexibility. While the financial services business is undoubtedly transaction-heavy, it is also subject to significant demand fluctuations. As volumes increase and decrease, companies can reap the efficiency benefits of outsourcing’s scalable cost structure. By employing this model, companies are finding themselves able to adjust the scale of operations and access globally-based, multi-lingual talent.
In addition to the full suite of finance & accounting and analytics services, some of OPI’s Financial Services focused solutions include:
- Banking - settlement reconciliation, load file set-up, underwriting, application verification, loan covenant tracking, document management, post-closing - resulting in improved account accuracy and compliance.
- Insurance - underwriting, new policy set-up, policy data changes, renewals, billing, cash applications, account reconciliations, refunds, audit claims processing - proactively manages cash flow and improves account data management.
- Tax - high net-worth individual, trust, corporate federal, state, payroll, property, sales & use, international, real estate, ad valorem, and VAT tax preparation - resulting in efficient preparation of returns.
- Brokerage - account set-up, portfolio administration, valuation and mark-to-market, investment research - offers a source for efficient access to customized research and analytics, allowing individuals to focus on core activities.
- Investment - financial analysis, company profiles, portfolio tracking, equity research, financial modeling, forecasting, M&A analysis, fund accounting - provides customized research and analytics that aid in strategic decision-making.
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