When you’re in the banking and financial services industry, it seems like you always have to be careful. You’ve got to be careful handling the numbers, you’ve got to be careful conducting the research, and you definitely have to be careful in making decisions. It’s an industry that almost always requires perfection. One slip up, and you can find yourself facing a crisis.
It can be very tiring – but an Outsource Access virtual assistant can give you a hand.
The banking and financial services industry deals with a lot of research, collaboration, and analysis – all of which are crucial to thrive in such a competitive landscape. Outsource access VAs can now handle industry-specific tasks, making running a business in the industry less stressful. When you delegate, you can free up time and focus on the other important aspects of the business – such as developing strategies, making new partnerships, and closing deals.
Outsourcing ensures you’re not just working hard, but working smart. Our virtual assistants specialize in handling tasks such as invoicing clients, reconciling tax filings, auditing, and other banking-related tasks – allowing your business to redirect energy and resources towards providing exceptional services. Ready to let your business reach new heights? Let’s answer some common questions about outsourcing:
- How does outsourcing actually work?
- Who is going to manage them?
- What will I have them do?
- How will it integrate with my existing business?
- How will it integrate with my existing staff?
With over 70+ industries under our belt, we’ve mastered the language of handling different tasks tailored to different kinds of business. Outsource Access has identified key tasks that can be outsourced to virtual assistants with great success. Let’s dive into the 22 tasks that are guaranteed to your banking and financial business
Title: 22 ways to leverage Virtual Assistants in Banking and Finance Businesses
Operations
- Compiling and Documenting Company Procedures
- Entering Credit Report Details for New Signers
- Checking the NAICS Code
- Conducting Fraud Research
- Completing QCF Forms using Excel and Fincura (or other similar platforms)
- Initiating Unresponsive Outbound Call for Credit Risk Grading
Sales
- Researching Company HQ Locations
- Maintaining Client Databases via ACT CRM (or other similar platforms)
- Posting Sublease in SiteIndex (or other similar platforms)
- Setting Up Meetings for New Leads
- Emailing COI List to Clients
Marketing
- Researching Potential Bank Partners
- Connecting with Leads Through LinkedIn
- Optimizing LinkedIn Account and Lead Generation
- Creating Lead Magnets
Finance
- Analyzing Financial Statements for Corporations
- Recording Daily Transactions
- Tracking of Stock Investments
Administrative
- Creating Documents through DocuSign and Adobe
- Organizing the Monthly Close Checklist
- Retrieving Documents and Saving to Google Drive
HR & Recruitment
- Assisting with Talent Sourcing
The banking and financial services industry is demanding – it requires precision and vigilance at every turn. Leveraging the skills of a banking and financial services virtual assistant can alleviate this burden. Our team of professionals bring an extra set of hands to handle critical tasks so you can free up time to ultimately drive business growth.
Want to See If We Can Help You?
Are you ready to elevate your business to new heights? If you feel like outsourcing with us is the next move, let’s talk about all the new possibilities we can uncover for your business.
Click here to book a complimentary discovery call with our team. Let’s delve into your unique business’ needs and challenges. Together, we can determine if Outsource Access is the right fit for your business, or we’ll point you in the right direction to help you achieve your goals. Your success story could be just a click away!
Want to Learn More about Outsourcing for the Banking and Financial Industry?
If you’re specifically interested in how outsourcing can help your financing business, we have a wealth of resources tailored just for you:
- Click here for a full example playbook of tasks we can do for banking and finance businesses
- Click here for a quick video behind the scenes of our CEO giving a tour of our offices in the Philippines
At Outsource Access, we’re dedicated to providing you with the knowledge and tools you need to make informed decisions about outsourcing for your banking and finance business. We are committed to unlocking the full potential of your enterprise. No matter the size or stage of your business, we strive to help you achieve your goals.
