industry
BPO Services for the Financial Services Industry
The financial services industry is the backbone of the global economy, driving growth and prosperity. It encompasses a wide range of services such as banking, insurance, wealth management, investments, and payment systems, all of which help businesses and individuals manage their finances effectively while fostering innovation across industries.
Challenges Faced by the Industry
Difficulty in Recruiting and Retaining Talent : The scarcity of skilled accounting professionals coupled with high cost salaries and retention can impact day to day operations
- Rising Operational Cost: Higher inflation rates drive up operational costs, expanding budgets and making an efficient resource allocation strategy essential.
- Need for Scalability : Rapid growth can create capacity challenges, making it hard to scale up quickly and introduces various bottlenecks in recruitment and onboarding to meet industry demand.
Benefits of BPO for the Financial Services Industry
Sustained Cost Savings
Outsourcing can help clients significantly reduce overhead costs related to recruitment, training, and infrastructure.
Improved Operational Efficiency
Streamlined processes and advanced technology contribute to faster turnaround times and higher productivity, enabling the client to work more efficiently.
Enhanced Scalability
Flexibility to adjust operations as business demands change, allowing the client to scale up without the challenges of hiring.
Focus on Strategic Growth
By outsourcing non-core tasks, the client can now dedicate more resources and attention to strategic initiatives and business expansion.
Efficiency in Complex Preparation
With Support and expertise you can have a significant boost in preparing complex financial statements and tax returns, even for larger companies above the audit threshold
Seamless Communication
offshore teams and providers can work seamlessly with you despite differences in time zones, ensuring timely responses and smooth collaboration.
GDPR Compliance
Our protocols align thoroughly with GDPR guidelines, providing the client and their customers with assured data security and privacy
Reduced Errors and Completed Ad-Hoc Tasks
Focus on accuracy has can lead to fewer inaccuracies, with ad-hoc tasks completed on time and with precision.
Why Choose
Why Choose Our BPO Services in Sri Lanka for Financial Services?
We provide comprehensive BPO solutions for financial services, enabling companies to optimize their operations and stay competitive. From data management to regulatory compliance and customer support, our services ensure seamless performance while allowing you to focus on delivering exceptional financial solutions.
Expertise in the Industry
24/7/365 Operations
Commitment to Quality
High-Level Confidentiality
Customized Services for Financial
Uninterrupted Delivery
Up to 50% Cost Arbitrage
ISO 27001 Certified Company
Global Presence
ESG Initiatives
What We Do to the Financial Services Industry?
Financial Services
Financial Services
Customer Support
Customer Support
Data Management
Data Management
Shared Services
Shared Services
Regulatory Compliance
Regulatory Compliance
OUR SERVICES
Explore Our BPO Services
Finance & Accounting
Procure to Pay (Accounts Payable)
Order to Cash (Accounts Receivable)
Fixed Asset Management
Record to Report
Financial Services & Analytics
Back Office Services
Data Processing & Administration
Shipping Documentation
Process Mapping
Time-sheet Checking
Recent Development Research
Email Inquiry Handling
Microsoft Dynamics Configuration
Outsourced Executive Assistant
Image Annotation & Data Tagging
Business Excellence
Customer Help-Desk & Sales Support
HRO & Payroll Services
Our Process
Reviews
What Our Customers say about Us
“We have worked with Infomate (Pvt) Ltd since Nov 2010. Infomate was selected after a very extensive selection process where we evaluated 20 potential BPO collaboration partners in Sri Lanka. Our partnership with Infomate is of vital strategic importance to our company with access to highly qualified accounting resources and the ability to scale up quickly on demand. The progress has so far gone faster than we originally expected, and we are now planning to ask Infomate for more help. The results so far have given us more confidence to expand our relationship and work for further growth.”

Chief Executive Officer
Accounting Firm, Norway
“MAS Active has been working with Infomate Payroll Services since 2008 and have found their services to be very professional and efficient. Confidentiality is assured at all times and process improvements are looked at very carefully. The team that services MAS Active are experts in their area of work and gives a 200% commitment at all times”

General Manager, Finance
Apparel & Fashion, Sri Lanka
“The team at Infomate is willing to go “above and beyond” when it comes to ensuring their deliverables are met (and normally exceeded). Infomate always work in a proactive manner to ensure an excellent service”

Delivery Manager
Document Digitization Company, Sweden
“We have worked with Infomate over a year, and their support is central to our continued growth and development. The whole team in Sri Lanka is extremely efficient and easy to work with, and always amenable to suggestions from our core team in Australia. We are always impressed with how quickly everybody has taken on new tasks and learnt new skills. I have no reservations recommending Infomate as an offshore accounting solution.”

Co-Founder & CEO
Management Consulting Company, Australia
“We have made gains across the board throughout the Finance functions including productivity, accuracy and especially processing times. Infomate is not a basic outsourcing provider, they are constantly looking for the value add and new ways where they can help us lift our Finance activities to world’s best practice”

Shared Services Manager
Agricultural Company, Australia
“The flexibility matters first when it comes to outsource services for a growing company like us. The team of Infomate extended the greatest support and friendly relationship towards fulfilling our expectations on time.”

Finance Manager
Industrial Engineering Company, Sri lanka
Case Studies
Agricultural Company from Australia
Norwegian Accounting Firm
Leading Destination Management Company
Cosmetic Manufacturing Company
Asset-Based Lender
Software & Technology Company
Free Consultation With Our Specialists
Get in touch with us today and learn how your business can grow with the best BPM service provider in the country.