Finance
Auswide BPO is a leading Finance outsourcing specialist provider that helps CFO’s and Finance, and Business executives transform their operations, increase productivity, and profitability through Automation and Artificial Intelligence. Auswide BPO Finance team of professionals are highly qualified and certified on all leading Finance Applications. The Auswide BPO team offers industry and domain expertise that provide unmatched services to clients in over 20+ markets globally.
Our Finance Specialists can assist with the following:
Broker Support
- Loan packaging and processing
- Loan maintenance
- Valuations, pricing and serviceability
- Database management
- General administration support
- Customer care
- Client retention activities.
Financial Paraplanning
- Analysing client needs
- Researching and recommending suitable financial products
- Preparing financial reports
- Invoicing clients
- Updating client records
- Meeting compliance requirements
- Producing SOA and ROA documentation
- Financial modelling
- Insurance quoting
Insurance Claims Processing
- Responding to insurance claim enquiries
- Determining coverage
- Establishing and negotiating liability
- Claim lodgement and management
- Liaising with external providers
- Entering and maintaining data
- Investigating and assessing claims
- Managing settlements
- Administration of documentation
Loan Processing
- Set-up of loan application and data entry in CRM
- Collect, verify and follow-up supporting documents
- Prepare loan serviceability calculators
- Order property valuations
- Prepare and follow up discharge forms
- Prepare compliance documents
- Post settlement activities
- Notification of loan approval
- Complete settlement checklist
More Financial Specialisations
- Efficiency increase
- Cost savings
- Increased employee satisfaction
- Business growth
What our Finance specialists can offer:
- Broker support officers
- Dedicated loan processors
- Financial advisers
- Finance admin assistants
- Financial analysts
- Insurance claims processors
- Procurement officers
- Tax advisors
The NEW ZEALAND Advantage
24/7/365 Operation
With Onshore, Nearshore and Offshore Centres to choose from, New zealand offers its clients a 24/7 Non-Stop operation.
Global Provider
New zealand is a Leading RPA Solutions provider with over 150+ Certified RPA Developers supporting clients from over 20 Markets across various sectors.
Domain Expertise
Our RPA Developers are supported by Domain Experts across Supply Chain Operations, Finance and Business, IT Operations, Human Resources, Contact Centre, Sales and Marketing and more.
How we add value?
Our Finance and Business specialists deliver business value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implement effective controls. We standardise all processes with a high degree of Automation and AI.
We have a comprehensive and integrated Finance and Business service capabilities. We augment our capabilities by continuously investing in building Robotic Process Automation and Artificial Intelligence expertise through:
- Continuous investment in Automation and AI technologies
- Create Standard Operating Procedures for each of our clients
- Provide clients with a Real Time Visibility Platforms
- A Dedicated Finance and Business Academy, which focuses on increasing domain expertise.
Digital Transformation Expertise
Driving Digital Transformation by leveraging best-in-class technology solutions:
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