Financial Services growth, and perhaps survival, depends upon agile, cost-effective solutions that deliver a differentiated service experience to the banking and financial institution market.

With more than over twelve (12) years experience in financial services and management, ValueOptim brings you a combination of industry know-how, business process understanding and leading edge technology.

We partner with banks, mortgage, insurance and capital market firms to develop customized products and services:

Core Banking Services

  • Digital Banking / Internal Finance
  • Digital Marketing
  • Credit Services
  • Treasury Services
  • Cash Management
  • Capital Market Services
  • Research and Analytics
  • Data Quality Management (DQM)
  • Enterprise Payments
  • Operational Risk Management

Mortgage Services

  • Loan Processing
  • Mortgage Underwriting
  • Mortgage QC Services
  • Mortgage Closing and Post-Closing
  • Mortgage Title Services
  • Mortgage Appraisal Services
  • Loss Mitigation
  • Mortgage Dashboard Services

Insurance Services 

  • Quote Summary & Proposal
  • Certificate of Insurance (COI)
  • Loss Run Processing
  • Policy checking & Policy Servicing
  • Billing & Accounts Receivable
  • Renewals Processing
  • New Business Setup
  • Policy setup and servicing
  • Claims Processing & Follow Up

Financial Services companies in developed markets face unrelenting pressures to introduce new and personalized services. Firms must build new competencies, deployment strategies and maintenance capabilities for a myriad of emerging technologies. We at ValueOptim are here to support your transformation.