Valenta BPO Canada > Industries > Banking: Retail & Commercial

Banking: Retail & Commercial

Valenta BPO offers retail and commercial banking operations a suite of services, that will refine productivity and improve the customer experience. Our administrative and back-office operations are designed to streamline efficiencies and enable organizations to focus on core business activities.

We partner with companies within the banking industry to provide real-world solutions that streamline processes and also maintain regulatory compliance. Our team is highly qualified with training initiatives conducted frequently to ensure you are maintaining the highest standards for both your company and your customers.

Valenta's Banking Solutions

Mortgages
  • Pre-process – Appointment scheduling, eligibility verification, document collection and certification (KYC and AML).
  • Processing support – Credit checks and application data entry.
  • Underwriting – Credit evaluation and eligibility.
  • Title support – Title checks, property valuations and legal clearances.
  • On-going service – Customer support 24/7 and client relationship management.
  • Accounts receivables
  • Collections support
  • Distribution and partner service – Mortgage broker support services.
  • Helpdesk for brokers and customers.
Lending
  • Pre-process – Appoint scheduling, eligibility verification, document collection and verification (KYC and AML).
  • Processing support – Credit checks and application data entry.
  • Underwriting – Credit evaluation and eligibility.
  • On-going service – Customer support 24/7 and client relationship management.
  • Accounts receivables
  • Collections support
  • Distribution and partner services
  • Helpdesk for brokers and customers.

Wealth Management

Paraplanning
  • Debt optimization
  • Snowball debt reduction
  • Retirement income planning
  • Pension/social security maximization
  • Roth conversion
  • 9 circle strategy
  • Gifting strategies
  • Laddering strategies using various certificates for cash management
  • Using trusts in order to reduce or provide liquidity for estate taxes and/or provide a regular stream of income
  • TERI (Tax Efficient Retirement Income)
Financial Planning Admin

Financial Advisor Support:

  • Data entry into financial planning software
  • CRM management
  • Forms processing
  • Transfers
  • Research
  • Client account administration
  • Opening and closing accounts
  • Collecting data from clients
  • Implementation of advice
  • Preparing meeting notes for filing
  • Quarterly report preparation and emailing
  • Annual review preparations
  • Obtaining clients’ holdings (fund balance, account start date,
    beneficiaries, fees and charges, etc.)
  • Transcription of file notes and meeting notes

Management Support:

  • Business reporting
  • Maintaining CRM

Accounting & Bookkeeping:

  • Bookkeeping
  • Payroll
  • Insurance quotes
  • Billing and invoicing
  • Revenue management
  • Comparison reports to show the impact of various options

Who we work with

Retail Banking

Commercial & Business Banking

Neo Banks

What do our client's say?

  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity

Book Free Bookkeeping Consultation

Software Expertise

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