Business Process Optimisation: How Financial Planners Can Stay Competitive

Small and medium-sized businesses are the backbone of most economies. In fact, 97.5% of businesses here in Australia are small businesses (less than 20 staff), according to the Australian Bureau of Statistics (ABS). To stay competitive with larger organisations, these businesses must have access to the technology and tools their larger counterparts use.

Outsourcing & Your Data Security

  With cyberattacks on the increase, all businesses need to safeguard their IT systems. Financial Planners aren’t exempt from this. In fact, due to the strict legal obligations around the nature of handling client-sensitive data the financial sector has quite stringent obligations. With both the legal and moral obligation to protect your clients information, it […]

How Efficiency Can Boost Your Profits

At Valenta, our Managing Partners are business owners with a range of backgrounds and industries, but we all understand that having a streamlined business, no matter what industry you are in, is key to ensuring sustainability and growth. However, efficiency in business is a conscious decision and also an investment of resources and time. So […]

AI and RPA Bots in Finance and Accounting

In today’s business world, the use of artificial intelligence (AI) and robotic process automation (RPA) has revolutionized the way accounting and finance departments operate. AI and RPA bots are helping these departments automate processes, streamline workflows, and reduce the risk of errors. All of this is leading to increased efficiency, accuracy, and cost savings. AI […]

When Should a Financial Planner Hire a Virtual Assistant?

The answer to the question of when should a financial planner hire a virtual assistant comes down to two main reasons. First, a virtual assistant for financial planners should be brought on when an Advisor can’t get everything they need to do done. Secondly, virtual assistant services for financial planners should be leveraged when a […]

Why Should a Financial Planner Hire a Virtual Assistant

There are many reasons why a Financial Planner would want to hire a virtual assistant. In our experience with Financial Advisor clients the two biggest reasons that they employ virtual assistant financial services is a) to get more done and b) to be able to focus on their clients. In this article we will cover […]

What Can a Virtual Assistant Do For a Financial Planner

Just like many businesses and professionals, Financial Planners can benefit from virtual assistant services. We have placed many paraplanners and virtual assistants with our Financial Planner clients. When it comes to a virtual assistant for financial advisors, we have found that the best way to leverage them is to offload all non in person tasks […]

Ways Banking and Financial Institutions Can Leverage Staff Augmentation

The financial services industry includes massive numbers of depository institutions, financing companies, investment product providers, and insurance companies. They vary in size and include some of the world’s largest global companies that have tens of thousands of employees to small community-based companies with several or less. No matter the size many of them have the […]

How Can Banking and Financial Institutions Benefit from Process Consulting

Banking and Financial Institutions are no different from other companies in that they can benefit greatly from Process Consulting. Most businesses are a series of functions and workflows, and this is very much the case when it comes to banking and financial institutions. We will cover challenges for banking and financial services, banking and financial […]

Digital Transformation Benefits for Banking and Financial Institutions

Information driven companies are more apt to be able to leverage digital transformation to be more efficient and cost effective. Banking and financial institutions have massive amounts of data and information to process. Digital transformation in banking and financial services used to only be the domain of the largest companies in the space.  Increasingly midsized […]