Banking and Capital Markets

Viveo Consulting has complete banking and capital market solutions and services, which provide industry experience, technological innovation, and process management to deliver efficient and cost effective solutions to our clients. Both banks and capital market organizations need to perform at optimum levels of quality, reliability, and efficiency in order to please customers and shareholders alike. VIVEO CONSULTING helps to move clients forward in every part of their businesses with our expertise in financial services consulting, technology and outsourcing. Our solutions come from a mix of both onshore and offshore capabilities, which are flexible enough to meet your short-term and long-term business objectives.

Viveo Consulting believes in long-term relationships. We have invested in developing innovative solutions for banking & financial organizations, whether they are in private banking, an investment service or a virtual bank. We try to find cost effective solutions, while fulfilling all customer demands.

Viveo Consulting’s broad expertise of the Banking & Financial Services includes retail banks, mortgage banks, commercial banks, virtual banks, credit unions, capital market banks, pension funds, insurance brokerage and ATM manufacturers. Viveo Consulting personnel have expertise knowledge of the industry and have the solutions to give companies the competitive advantage in the Banking & Financial industry.

IT Outsourcing for the Banking Industry

By outsourcing your IT processes to VIVEO CONSULTING; not only will your organization leverage significant cost-savings but you can also increase productivity and customer responsiveness.

Major benefits from Outsourcing:

• Reduced Costs – 20-50 percent, on average
• Increased Customer Service Levels
• Access to current and evolving technologies
• Time to market reduced
• Greater productivity and cost effectiveness

Banking Operational Services

• Credit card services
• Bank Reconciliations
• Account management services
• Standing operations
• Customer service / Customer Support

Mortgage Operations:

• Origination Docs
• Marketing Services
• Servicing
• Collections
• Loan Payments and Settlements
• Customer Service

Credit Card Services:

• Payment processing services
• Dispute documentation / processing
• Settlement transactions
• Account fulfillment
• Customer service / Customer Support
• Skip tracing
• Credit card solutions, front office systems, credit scoring models and credit card processing software

Cash Management

• Account maintenance
• Collections
• Transaction processing (Payments)
• Clearing
• Reconciliation

IT Solutions Offered

• Development & Implementation
• Enterprise Application Integration
• Reengineering and integration of legacy systems
• Architecture development
• Application maintenance and Production support
• Help Desk Support
• Data Warehousing & Data Mining
• E-banking and E-investment solutions
• E-trading solutions, including online trading portals, portfolio tracking sites, stock tickers etc

In order to stay competitive in today’s Capital Markets one must continue to innovate and be as flexible as the market requires. It’s up to the leaders within the organization to promote effective strategies that will enable rapid growth and position the company to have a competitive edge. Also, capital market leaders must create differentiated products and services through both commercial and customized software solutions, integration, and enterprise data management to achieve high performance. Viveo Consulting solutions enable companies within the industry to speed up performance with proven strategies and global sourcing solutions.

Service offerings

Transfer Agency

• Account opening
• Reference data management
• Transaction processing
• Compliance, internal & regulatory reporting

Asset Management

• Account opening
• Trade processing
• Client accounting
• Client helpdesk
• Technical helpdesk

Custodian Services

• Instrument set-up
• Pre-settlement
• Settlement
• Corporate actions
• Clearing
• Taxation
• Income processing
• Reconciliation

Fund Administration

• Reference data management
• Reconciliation
• Client reporting
• Client helpdesk
• Transaction processing
• Compliance, internal & regulatory reporting
• NAV calculation
• Accrual calculation / checking

Broker – Dealers

• Account opening
• Reference data management
• Trade processing
• Corporate actions (involuntary)
• Claims processing
• Reconciliation
• Client accounting
• Client helpdesk
• Technical helpdesk