• Outsourcing • Reporting • Consulting

Financial Industry Trends – Outsourcing on the Rise

The outsourcing of financial services has been steadily increasing over the past decade; and with the onset of the COVID-19 pandemic, even more financial services professionals have realized the benefits of finding quality outsourcing solutions.

At MTO Financial Services, our outsourcing operations specialists can help ensure your business continues to adapt and thrive within the rapidly evolving financial sector.

Financial Outsourcing Services Statistics and Growth Factors

Did you know that over 70% of financial service executives outsource a portion of the services they offer? And these numbers are expected to continue rising year over year. Alongside IT solutions, financial services have become one of the most popularly outsourced tasks throughout the globe. Asset management firms, wealth advisors, RIA’s, family offices, and other financial professionals are quickly becoming aware and taking advantage of the perks provided by outsourcing a bulk of their financial service offerings.

At MTO Financial Services, we pride ourselves in providing clients with the high-quality financial solutions necessary to bolster business growth at prices that won’t break the bank.

business man pointing at growth chart

Some Benefits of Outsourcing Financial Services

Saves Time and Money

Outsourcing your financial services provides your business with a support system that enables you to maximize productivity while successfully fulfilling to your clients’ needs. It saves time by taking a significant portion of your workload off your hands; as your financial outsourcing partner, our team expertly handles the meticulous, time consuming tasks that can prevent you from focusing on core components of your business. It saves money by negating the need for an expensive in-house financial services team while cutting out the costs associated with talent acquisition and employee training. This in turn saves you more time, because when you choose to outsource your financial services, there is no lengthy transitional period. You can hit the ground running on day one.

Advanced Reporting

Using the Addepar platform, our financial data specialists can produce bills, create comprehensive reports, and provide access to all pertinent information within your client portfolios. Additionally, Addepar’s client portal gives you the ability to delve into all these data points and innovative features from the convenience of your home or office.

Security and Accessibility

All your client data and digital documentation is stored on our secure cloud platform, enabling you to retrieve the information you need at a moment’s notice. Accessible to you 24/7, you will never have to worry about misplacing important files as they are always available to view on your computer or preferred smart device.

business man looking at watch

Don’t Fall Behind the Times

In order to remain competitive within the financial sector, your business needs the ability to successfully change with the times, implementing the latest strategies and solutions. Our outsourcing operations team will work with you personally, providing your business a competitive edge within an evolving industry. Contact us today to schedule a free consultation.

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