Asset-Based Lender

The Client

Our client is a specialist asset-based lender in the UK backed by an international private investment organization. The client provides a wide range of flexible funding solutions to support the ambitions of UK businesses.

The client was keen to evaluate potential partners for Business Process Management (BPM), who could work closely with them to achieve world-class norms in the finance, operational finance, sales and compliance functions.

Infomate first studied the scope of work and provided solutions that were integrated with their values. Infomate deployed a senior staff member to serve as the single point of contact for the client and established the extended office team and provided client specific training both in the UK and Sri Lanka. Infomate constantly monitored the performance of the team using measurable KPIs and continuously studied the process improvement for all key functional areas and implemented them to serve the client.

Scope

  • Accounts Payable
  • Expense Management
  • Broker Commission processing
  • Bank Reconciliations
  • Client Payments
  • Payment allocations
  • Refunds processing
  • Master client setups
  • Invoice Discounting Reconciliations
  • Compliance checks for new/existing business

Systems Used

  • Access Dimensions
  • Access Acloud
  • Microsoft Dynamics CRM
  • Rimilia
  • DanceRace
  • Experian

Business Benefits & Outcome

  • Detailed process maps and SOPs for all processes
  • A range of KPIs measuring every aspect of the process with continuous improvements demonstrated
  • Multiple process improvement
  • Sharing of best practices for enhanced customer satisfaction
  • 99% accuracy and SLA compliance

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.

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