Solution introduction
The OpsSourcing platform is a fully integrated outsourcing solution that combines Fi-Tek’s best-in-class wealth management software with services from our highly experienced trust affiliate, First State Trust Company
The outsourcing solution provides you with a competitive edge by allowing you to focus on your growth and your clients’ goals
OpsSourcing helps in reducing operating expenses by as much as 30%-50% while providing disaster recovery and business continuity. With stricter controls and accountability over trust and wealth management operations, OpsSourcing brings the best practices and oversight that are desired by our clients.
Value proposition
- Develop a long term strategic relationship and partner with clients in new product development to meet their unique objectives
- Distributed Processing Model helps in retaining in-house information about your client and yet integrate with OpsSourcing flawlessly
- Our processes are fully transparent and OpsSourcing technology allows you continuous access to your client information and how we service them
- Relieves managers from the burden of operations by assuming responsibility for human resources management, technology updates and capital expenditures
