Financial Services Case Studies

1. Equity Research Services

Performing backtesting using several investment policies on different sets of counter-cyclical stock.
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2. Accounts Receivable Services

Accounts Receivable and claims management for small businesses.
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3. Financial Back-office Support Services

Processing paperwork submitted by applicants for a Bank Loan Production Office, assessing loan eligibility and creating the required documentation.
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4. Financial Research Services

Handling SEC filings for small publicly listed companies.
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5. Billing Services

Billing services for small-mid sized law firms.
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6. Title Search Services

Title search services for financial obligations on a certain properties (real estate) as part of the loan process.
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7. HR Support Services

Handling HR-related paperwork and administrative tasks like payroll processing for a Professional Employer Organization firm.
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8. Accounts Payable Services

Establishing a better cash flow system to regulate precise, faster processing of the transaction documents for an e-logistics / transportation management provider.
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9. Insurance services

Creating, maintaining and updating the database and accounts for a full service, independent insurance agency based in the US.
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