THE QUALITY OF OUR BPO SERVICES EARNS THE TRUST OF NEW CLIENTS

THE QUALITY OF OUR BPO SERVICES EARNS THE TRUST OF NEW CLIENTS

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Optimissa has been offering consultancy services in the financial markets field for ten years; despite being a clearly defined niche, it is also diverse and rich in nuances. Over time, we have been growing our services portfolio with different business lines that covered the spectrum existing between the technology and the business worlds.

Optimissa has been offering consultancy services in the financial markets field for ten years; despite being a clearly defined niche, it is also diverse and rich in nuances. Over time, we have been growing our services portfolio with different business lines that covered the spectrum existing between the technology and the business worlds. We have done this progressively as we felt sure we were able to add a differentiating value to what was already available.

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To strategic consultancy, system integration, software development and proprietary product, we now add a new operations area.

The market has been shaken in recent times by several external agents. The financial crisis, the regulatory tsunami and the digitalisation phenomenon have been, amongst others, important triggers of significant changes in the industry, of both a process and a technology-driven nature. The search for real efficiency has gathered momentum in the last two years, especially in middle and back office.

Optimissa had been servicing clients under a BPO model for five years, although the scope was limited to valuation, risk calculation or derivatives management. Our first client trusted Optimissa to undertake a big chunk of its operations area, leveraging our capabilities to materialise a change in the national landscape of processes externalisation: going from a traditional model that was intensive in resources to one where efficiency and technology play a leading role.

For over a year, in our Madrid and Lisbon offices, more than sixty professionals provide settlement, fund management delegation, securities and depositary services for several financial institutions. During this time, we have worked on redefining the way in which we carry out the required tasks with the aim of improving efficiency, optimising costs and being as responsible with the environment as we can.

We have incorporated a new client in May to the group of clients that trust us as BPO service providers. We will be undertaking private banking, treasury and securities services back office functions in collaboration with the entity’s current custodians; once again, the ability to apply methodologies that are characteristic of the consultancy world to externalised processes has proven a key factor.

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