Valenta BPO ES > Industries > Financial Services

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

Software Expertise

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