Banking and Financial Processing Services

Overview

At FinacPlus, we specialize in providing comprehensive Backoffice support for banking and finance institutions across the globe. As trusted extension to your business, FinacPlus manages essential operational functions, ensuring seamless and efficient services tailored to your unique requirements.

Whether the client is in investment banking, hedge funds, private equity, or financial market data analytics, our dedicated team supports every step of their way, so that our clients can focus on strategic growth and engagement.

With a focus on efficiency, compliance, and cost-effectiveness, we ensure that the back-office operations are streamlined, allowing our partners to focus on growing their business and expanding market reach.

With a global footprint and an expert team of professionals, FinacPlus can efficiently handle back-office functions, so you can focus on what matters most—Delivering exceptional services and driving long-term business success.

You’re in good hands

Our Process for Banking and Financial Processing Services

At FinacPlus, we provide comprehensive back-office support for banking and finance services, specializing in investment banking, hedge funds, private equity funds, and financial market data analytics. Our process is designed to ensure operational efficiency, compliance, and high-quality service delivery for clients in these dynamic sectors. Here’s an overview of our process:

Initial Consultation & Requirement Analysis

We begin by conducting a thorough consultation with the clients to understand unique banking and finance requirements. This step helps us identify specific goals, regulatory needs, and operational challenges so that we can customize a solution that meets exact specifications.

Designing Tailored Solutions

Based on requirements, we design a customized suite of services. Whether assistance with account management, risk management, or regulatory compliance, FinacPlus team crafts solutions that align with your business goals, ensuring streamlined operations.

Employee Onboarding

We hire and onboard experienced professionals to work on the client’s requirement at the same time zone, ensuring the employees are equipped with the necessary skills and knowledge of industry standards and processes. Employees are trained specifically in clients’ systems, tools, and regulatory environment, ensuring seamless integration with your in-house team.

Back-Office Process Support

We provide end-to-end back-office process support, handling a variety of administrative, operational, and regulatory tasks. This includes data entry, documentation management, transaction processing, reporting, and compliance checks, allowing clients’ team to focus on high-value activities.

Investment & Portfolio Management

We assist in managing investment portfolios by conducting thorough market analysis and providing insights on asset performance. FinacPlus team also can help in making strategic investment decisions to grow your portfolio while managing risk effectively.

Financial Reporting & Analysis

We provide regular financial reporting and analysis to give a comprehensive view of business performance. Our experts generate detailed reports that help you track financial outcomes, identify trends, and make data-driven decisions.

Ongoing Support & Scalability

As financial services partner, we offer continuous operational support to ensure smooth day-to-day operations. We also can provide scalability, allowing you to quickly adjust to changing market conditions or growth in your business volume.

Technology Integration & Automation

We can integrate the latest financial technologies into your operations to automate routine tasks and improve process efficiency. Our solutions would include automating transaction processing, digital account management, and workflow automation to enhance your operational speed and accuracy.

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Why Choose Us?

By choosing FinacPlus, clients gain a dedicated partner who understands the complexities of the Banking and Finance industry. Our process ensures that every service we provide is tailored to meet specific needs while maintaining the highest standards of compliance, security, and customer satisfaction. With our services, clients optimize efficiency, reduce costs, and maintain a competitive edge in the financial markets.

List of Banking and Financial Processing Services we provide

Company Due Diligence

Conducting thorough analysis of potential investments by evaluating financial, legal, and operational aspects to assess risks and viability.

Company Data Analytics

Utilizing advanced data analytics to provide valuable insights into a company’s financial performance, market positioning, and potential for growth.

Market Intelligence

Gathering and analysing data on market trends, competitor strategies, and macroeconomic factors to support informed decision-making.

Treasury Management

Offering cash management and liquidity services to optimize financial resources and mitigate financial risks across your operations.

Client Interaction

Managing communications with clients, providing timely updates, and addressing queries to ensure smooth client relationships and service delivery.

Accounting Services

Comprehensive accounting support, including general ledger maintenance, reconciliations, and financial reporting, tailored to the needs of the financial industry.

Portfolio Management Support

Monitoring and analysing the performance of investment portfolios, providing real-time data and insights to support strategic decision-making.

Back-Office Process Support

Handling a range of operational tasks such as data entry, documentation management, transaction processing, and compliance checks to ensure smooth operations.

Risk Management & Analytics

Identifying, assessing, and managing financial risks using advanced analytics, ensuring exposure is minimized and that investments are protected.

Compliance & Regulatory Support

Ensuring adherence to industry regulations, providing reporting, filing support, and assisting with audits to maintain legal and regulatory compliance.

Services We Offer

Empower Your Business with Virtual Backoffice Process Services Delivered by Versatile Experts

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Prabhakar Rao Kotapati

CEO & Co-Founder, FinacPlus

Chief Executive Officer and Visionary Leader

Prabhakar, the Chief Executive Officer and co-founder of FinacPlus, brings over 32 years of rich experience in the fields of accounting, operations, and financial services. His leadership is the driving force behind FinacPlus’s success, with responsibilities spanning operations, business development, client relations, data research, collection methodologies, process design, and technology tools.

A Journey of Expertise and Innovation

Prabhakar is a Qualified Accounting Professional, Content Operations Leader, and a Process Innovator. He excels in investment intelligence development, financial services, outsourcing, process design, quality control, corporate governance, internal auditing, and IT-enabled services. His ability to incubate new processes and ideas has helped numerous organizations thrive by saving millions and building efficient systems.

Building Teams and Inspiring Leadership

With a proven track record of envisioning, planning, recruiting, and training teams, Prabhakar has built leadership at all levels in the companies he’s served. His unique talent lies in understanding client requirements, which has allowed him to initiate databases and replace costly external vendor services, ultimately benefiting investment professionals.

Career Milestones

Professional Achievements and Memberships

  • He completed his Master of Commerce in 1993 and a Diploma in Information Systems and Audit in 2007.

Prabhakar holds several prestigious memberships:

A Visionary Leader in Data and Process Innovation

With his extensive expertise, Prabhakar continues to lead FinacPlus towards excellence by integrating technology and innovative processes. His passion for client success and operational efficiency ensures that FinacPlus remains at the forefront of financial services.