Financial Services

Valenta BPO Canada > Industries > Financial Services

Streamline your processes and improve the customer service experience by outsourcing with Valenta BPO. Remain focused on revenue generating business functions, whilst Valenta manages your back-office administration. We have the fastest turn-around times in the industry, without compromising on the quality of work.

Our highly skilled and fully qualified financial specialists, are adapt to meeting tight deadlines, with teams available 24/7 for support. Solutions can be fully tailored to suit your business needs, whether you are a solo Financial Advisor or a large-scale enterprise.

Valenta's Financial Solutions

Wealth Management & Financial Planning

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

Mortgage Broking

Fact checks
Preparation of serviceability calculators
Preparing discharge forms and processing
Preparation of compliance documents
Preparation of lender’s application online or on lender’s software
Follow up with lenders until settlement
Update of details post settlement

Data entry into CRM
Ordering valuations
Preparing FHOG forms
Advising on deal structure
Lodgement of the application and supporting documents
Providing updates to key stakeholders

Pension Funds

Customer contact management
New business processing
Fund administration
Policy servicing
Claims management

Superannuation Funds

Customer contact management
New business processing
Fund administration
Policy servicing
Claims management

Who we work with

Asset Management

Consumer Finance

Accountants & Auditors

Wealth Management

Mortgage Broking

Credit Unions

Building Societies

Superannuation Providers

Pension Funds

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

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