Protect profit margins by outsourcing trade files processing to TA

The competitive environment you deal with in retail brokerage has forced you to focus energy and resources on the front office. You have had to flex cost bases in the back-office. You would like to keep the unit cost in trade file creation and processing low in order to protect profit margins. However, the generation of client statements is at the core of your relationship with the customer and cannot be ignored. You also agree that it is cumbersome, with scope for errors. A minor error may cause disputes, making client relationship management difficult. Outsource to Thomas & Alex, where we provide outsourcing options in Trade files processing. At Thomas & Alex, we believe in getting involved with you, understand your business and help you grow it. And rest easy, we ensure the accuracy and confidentiality of the data relating to the trade files of your customers.

Why should I outsource trade files processing?

Growth in your business also means volumes of back-end statement processing. Often, you would find that your resources are inadequate to deal with this load. Hiring and training employees is an expensive proposition especially if you factor in costs associated with attrition. Besides, this aspect of business not only requires skills but also a meticulous attention to detail. It's a job for experts like us. Outsourcing is not only the more cost effective option, but also one that can be hassle free if you find the right partner.

What kind of trade files processing services do you provide?

Thomas & Alex is a cost effective financial services provider, which provides you complete accounting and business management services using the power of the Internet. We are committed to helping you focus on the core areas of your business. As a growing firm, you would find it difficult to cope with the large volumes of trade files to be created and processed for your customers. We provide cost effective services for creating and processing of these trade files for you. These services are done offshore, on platforms to ensure data security.

Our trade files processing service includes:

• Generating trade confirmation statements
• Generating trade files on a periodic basis as per your requirements
• Generating statements to be sent to clients
• Updating and maintaining records in your client database
• Tracking and generating information of settlement schedules

We also offer additional services like:

• Generating reports and analysis as per your requirements
• Monitoring and implementing dispatch of statements to clients
• Addressing client queries related to trades done on their behalf
• Sending reminders and implementing settlement processes

How do I benefit by outsourcing trade files processing to you?

Thomas & Alex provides high quality services to you, as per your requirements. We offer services that are competitively priced. Sure, outsourcing these services would enable you to enjoy substantial savings in cost and reduced workload. But it could also cause you stress if the integration is not smooth or efficient. At Thomas & Alex, we are dedicated to delivering quality and partnering with clients to help them grow their business. We have a team of experts who are committed to delivering accuracy and timely service. We would ensure creating and processing the trade files on the same day, irrespective of the trade volumes on that date. We approach each client differently, understanding and anticipating their needs and delivering quality - as they define it.

How can you help me with my trade files processing?

We would collaborate with you for creating and processing the trade files. You would need to upload the data onto a secure platform, ensuring added data security. Our team will process the trade files in the required format. They will send you these files for verification and approval. These services would be prompt and timely, ensuring customer satisfaction.

What additional support can you provide me?

Thomas & Alex is a financial services firm with a team of highly qualified and experienced professionals. The team is always approachable, and we like to be involved in the business of our clients. As we understand your business more, we can offer you strategic inputs that will help you scale up rapidly. We offer a basket of services to brokers, making us experts in the entire chain of back-end processes in the industry.

I am definitely interested. What next?

Outsourcing traded files processing is the best decision you can take to free up resources and focus your attention on to core front-end activities. Our professional workforce will guide you at every step to ensure a smooth transition and business continuity without increased overheads or concerns.