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financial Services

Get on board with our experts in finance and accounting services.

As a trusted provider of BPO services for institutions in the U.S, Webotiks BPO offers outsourcing solutions that help clients reduce costs, provide consistent customer experience and deliver increased value back to stakeholders. Our back-office and automation solutions are rapidly scalable and meet certification-level security standards for customer data protection. Our expertise in Accounting & Finance, led by Subject Matter Experts (SMEs), leverages industry expertise to deliver a higher value engagement for clients—from recruiting the most qualified resources to re-engineering processes through automation

Our outsourcing solutions include, but are not limited to:

  1. Application Processing
  2. Collections
  3. Credit Evaluation and Verification
  4. Document Management
  5. Fraud Mitigation and Detection
  6. Loan Processing
  7. Portfolio Analytics
  8. Records Management
  9. Regulatory and Program Compliance
  10. Risk Management
  1. Clearance and Settlement
  2. Credit Approval
  3. Default Management
  4. Document Processing
  5. Loan Disbursement
  6. Payment Processing
  7. Product Renewals
  8. Recoveries Processing
  9. Remittance
  10. Transaction Processing

Webotiks is currently servicing our global, clientele keeping in mind country-specific tax laws in the following functions

  1. CPAs
  2. Auditors
  3. Accounting admin
  4. Accounts payable
  1. Payroll management
  2. General ledger accounting
  3. Accounts receivable
  4. Book-keeping services

By choosing our Finance and Accounting services you can expect:

Financial Clarity:

Your organization’s leadership will receive improved and more timely reporting.

ROI Realization:

We guarantee immediate returns on investment, with many clients experiencing cost reductions ranging from 50% to 75% compared to their existing accounting setup.

Quick Onboarding:

Our efficient onboarding process typically takes between 7 to 15 days.

Exceptional Staff Expertise:

Elevate your business with Webotiks’ high-calibre staff, comprised of seasoned accountants with extensive experience, many of whom have honed their skills at renowned accounting firms. Our team’s proficiency ensures a depth of knowledge and a commitment to excellence that adds significant value to your financial operations.

No Disruption:

Clients can retain their existing ERP or Accounting systems without any disruption.

Vendors and Client Relationships:

Vendors and Client Relationships: Elevate relationships with vendors & clients through superior customer
service levels in the accounting functions, enhancing overall collaboration and satisfaction

Scalability:

We service clients that vary in size, ranging from start-ups to entities generating $200+ million in revenue. Regardless of size, Webotiks tailors its services to meet the unique requirements of each client, ensuring a customized and effective partnership

How this benefits your business:

Security and compliance
✓

At Webotiks BPO, we take information security seriously: we adhere to strict compliance protocols such as global PCI-DSS certification and SOC 1&2 attestations to ensure your customers’ information is always protected.

Capability and performance
✓

With evolving industry requirements and consumer demands, it’s important for financial services companies to have the ability to scale rapidly to support business growth with speed and competency. We have demonstrable experience successfully deploying high-performing outsourced teams for our clients.

Technology and innovation
✓

Our specialist automation and intelligence teams can transform back-office solutions by streamlining repetitive finance processes. We offer best-in-class technology, including feature-rich contact center software, enterprise-grade telephony systems and 99.9% network availability

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