Process Support Services

The Process Support Services consists of four distinct resources providing back-office support that work in conjunction with the Core Delivery Team. These resources add operating leverage on rote high volume and data-intensive processes and provide for more efficient execution of deliverables. Process Support Services consist of Business Development Support for CRM management and lead generation, Financial Process Services for data management and bookkeeping services, Graphic Design Services for graphics and custom design work, and Library Services for sourcing company, industry, and economic reports and data.

Process Support Services

Support functions to the core service providing for additional efficiency in execution

Business Development Support

Building Target/Prospects List
Managing Distribution Lists/Contacts
Managing Event Attendees Lists
Mass Outreach Email Campaigns
Migration of CRM Data
Updating and Verifying CRM Data
De-Duplicating Records
Updating Active Deal Information
Standardizing Company and
Contact Information
Tagging and Logging Entities in
CRM Database
Updating Call/Meeting Notes

Financial Process Services

Spreading Financial Statements
Financial Data Collection through News Articles and Secondary Research
Financial Data Cleansing, Segmenting, and Indexing
Collating Financial KPIs from Brokers Reports and Management Call Transcripts
Financial Database Updation, Migration, and Management
Accounts Payable/Receivable
Bank Account Reconciliation
Day-to-Day Bookkeeping
Aging Analysis

Graphic Design Services

Logo Creation
Corporate Stationery
Brochures/Proposal Decks
Banners and Flyers
Services Menu
Magazines and Annual Reports
Creating Collaterals for Events & Holidays
Template Creation, Formatting, and Design
Infographic Layout and Visualization
Content Marketing Design Enhancement on Whitepapers
Professional Brush-up

Library Services

Represents a Centralized Pool of Resources Proficient with Library Services Tasks
Leverages Several Leading Financial Databases and Industry-Specific Databases to Execute Deliverables
Supports the Core Functions in Executing Requests for Company and Industry Data
Creates Operating Leverage to Ensure Optimization of Resources
Facilitates the Core Delivery Team with Updated, Standardized, and Credible Sets of Data and Information

Process Support Services Insights

Who We Work With

Adding value to clients across geographies, sectors and classes

Early Stage Platforms

Businesses in the early stages of building operating strategies with end-to-end support.

Established Firms

Established businesses working with operating leverage for discreet activities or new initiatives.

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Get in touch today and learn how we can create an impact, together.

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