Case Study

Investment company – end-to-end backoffice processes

  • Challenge

    The company realized as far back as the early nineties that using a specialized service provider to carry out order processing is more efficient than doing it in-house. Since 1994, various types of customer orders have been entered into the online system by SPS' employees. All types of transactions related to the opening and maintenance of deposit accounts and bond transactions are processed. Due to value-based pricing, the overall economic efficiency has improved. 

  • Solution

    The co-operation started with the recording of various documents which were handed over to SPS after being scanned. Regular training ensured a rising competence in processing, and now documents are keyed in, processed and approved.

    SPS began reading incoming mail. SPS employees read the files, separate the documents if required and distribute them to the respective processing basket. Of more than 30 processing baskets, a significant number are processed by SPS staff.

  • Benefits

    Fast response times: Account openings and transactions have to be processed within 30 to 90 minutes by SPS. This enhances customer satisfaction and financal success.

    High flexibility:  According to defined SLAs SPS now handles peak periods with the service 365 days a year.

    Highest security standards: All legal security standards and BAFIN requirements are met by SPS. Therefore Customer data is as secure with SPS as it is with the customer. 


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