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Home Financial Services Case Study: Financial Research Services
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Financial Research Back-Office Support Services

Overview

There are a lot of small publicly listed companies in US that do SEC filings regularly. There are financial analysis firms that pull that data from EDGAR and provide analysis reports to businesses for a fee

Client

Service provider to NASDAQ - MD

Client's Challenge

Voluminous Data to be processed regularly

O2I’s Back-Office Services Provided

  • Pull data from EDGAR
  • Go through the financial statements
  • Perform ratio analysis on 28 ratios divided into 5 categories
  • Perform trend analysis for 3-5 years
  • Perform industry analysis for comparative reports
  • Perform bankruptcy analysis (Altman-Z score)
  • Prepare a standardized report for the businesses

Impact on Client’s Business

  • Staff and related expenses cut significantly
  • Faster TAT

At Outsource2india, we have been providing accurate and high-quality Financial Services for our global customers, enabling them to save on time, effort, infrastructure and revenue. Read more Financial Services Case Studies on Equity Research, Accounts receivable, Bank Loan Production, Billing, Title Search and HR Support.

Please contact us for further information about O2I's Financial Research Services and Pricing details.

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Financial Analysis Services: Outsource Financial Analysis services to O2I for accurate, reliable and competent services delivered within a fast turnaround time. Improve the financial health of your organization with our professional services.

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