Outsource Client-wise Billing for reduced operating & overhead costs

In retail broking, generating client account statements is an extremely important element. In your business, growth translates into higher volumes of statement generation. However, this is a cumbersome task, with scope for errors, possible dispute and dissatisfied clients. It could even result in you losing credibility and business. Something you cannot afford. Is your business creaking under this pressure? Are your executives so overloaded with work that they are unable to devote more time to growing the business? Outsourcing client-wise billing to a professional services firm like us can ensure excellent results, satisfied customers and business growth.

Why is client-wise billing important to me?

Accurate and timely client-wise billing is extremely important to you and your customers. You trade on behalf of your customers and generate a client-wise bill on a regular basis. This helps you determine the client's liabilities and dues for closing the business transaction. Your client needs it too as the client account statement shows the total income he has earned or losses he has incurred during the stated period, as per the IRS specified format. It is useful to him for income calculation for taxation purpose. Apart from a record of transactions made, it is also an important link with your customer. Accurate and timely records ensure you a satisfied customer and business growth.

Why outsource scrip-wise transactions processing?

Simply put, this is a time-consuming job that requires meticulous attention. You generate scrip wise transaction statements for every company's scrip traded by you on a daily basis. Given the number of clients you service and huge list of companies listed on different stock exchanges, this is an enormous task. One small error by your staff can lead to data mismatch with the stock exchange records, resulting in penalty / loss and dissatisfied clients. You also find that investing in manpower, advanced automation tools or other resources to manage such workload will increase overheads and reduce RoI for your business. Outsourcing ensures business growth and higher profitability, without the hassles of hiring, training and dealing with attrition.

Why should I outsource client-wise billing?

The account statement you generate provides the client with details of all business transacted on his behalf. Its accuracy helps in developing trust and forging a better relationship. Any discrepancy in billing can create disputes and cause you immense stress. You would need to expend time and effort on resolving them. Apart from the stress involved, these disputes also reduce productivity, both for you and your client. Maintaining clear records, results in good business continuity and rapid growth. Considering its criticality, outsourcing client-wise bill generation to a professional financial services organization ensures clear records maintenance, h2 client relationships, reduced capital investments and operational expenses, enhanced RoI and faster scale up of business.

How do I benefit by outsourcing client-wise billing?

We are a professional organization dedicated to partnering and being involved with every aspect of our client's business. This coupled with our expertise and experience in the finance domain ensures that you find value in outsourcing and effecting a comfortable transition. TA provides you with highly secure web-based services preventing physical documents transfer from client premises, enabling you 24x7 access to the data. We have an in-house software development team, which develops software applications and also integrates other automated tools.

In addition to its close involvement with your work processes, TA also provides the following benefits:

Outsourcing client-wise billing to a professional firm has the following benefits:

• Timely dispatch of client bills
• High accuracy High work quality and service efficiency
• Low cost, economical option
• Reduced capital and operational expenditure
• Improved profits and enhanced ROI
• Increased revenues through rapid business growth

Even if you currently have a smaller client / transaction base, outsourcing client-wise billing is a sensible option to ensure faster business growth.

Why should I outsource client-wise billing to TA?

TA is a professional organization dedicated to partnering and being involved with every aspect of our client's business. This coupled with our expertise and experience in the finance domain ensures that you find value in outsourcing and effecting a comfortable transition. In addition to its close involvement with your work processes, TA also provides the following benefits:

• Qualified & experience personnel to handle your task
• Flexible service options to suit every client's requirements
• Simple, tested and proven process methods
• Assurance of excellent work quality
• High accuracy levels
• Economical services and reasonable pricing
• Quick turnaround time
• Highly secure online services and access to client's critical data
• In-house software development and integration of third-party tools
• 24 x 7 support by friendly staff to answer your queries
• Continuous improvement tips to grow your business
• Striving to exceed customer expectations

Who can benefit from your client-wise billing services?

TA's client-wise billing services can benefit:

• Brokers
• Sub-brokers
• Day Traders
• High Networth Individuals

And practically anyone transacting heavily in shares on various stock exchanges.

I'm definitely interested. What next?

Outsourcing client-wise billing to TA is one of the best things you can do to give yourself more time to concentrate on your core business even as you build the body of satisfied customers. That too, with significantly reduced overheads and administrative costs.