Investment control
The Challenge
The entity needed to outsource the service to an expert team that would maintain the issue master and its prices, and control, process, and validate the information received from each country, addressing each particularity and resolving any incidents. The ultimate goal is to ensure the completion of monthly closing financial reports. ARENA Financial Tech has solid knowledge of financial markets and products, as well as operational experience in this type of service.
The Strategy
Following analysis of the processes, ARENA Financial Tech has developed a detailed and methodical procedure designed by an experienced team with the necessary roles for successful development. Control and monitoring measures are established to ensure data quality and set out approaches for continuous improvement, adding value to the service.
The Results
This BPO service has made it possible to offer greater hourly coverage of processes in different countries with different time zones. The risk of errors, resolution time and accumulated incidents have been significantly reduced. At the same time, unnecessary steps have been eliminated, processes have been streamlined and the cost of employees involved in their implementation has been reduced.
