Your staff are free to focus on core competencies, increasing operational efficiency.
AN EXTENSION OF OUR CGiX
The Service Bureau provides a fully-managed solution tailored to your firm’s specific requirements, building on our SaaS offering.
Our outstanding domain expertise and operational processing capabilities improve efficiency, reduce the total cost of ownership, and support disaster recovery and business continuity plans.
Daily checks ensure that operations are running correctly and there is no break in service.
The checks make sure scheduled tasks have run, clients have calculated and imports and exports are complete.
You get reassurance that systems are online and working effectively and that the imported data is up-to-date and error-free.
If errors do occur, Service Bureau highlights the specific issue and will identify steps to fix it.
Reports cover: % reconciliation before and after import, any import exceptions, and any client failed to calculate.
This is crucial to maintaining data integrity because you can pinpoint where in the previous day’s work any errors have arisen.
If a corporate action has caused reconciliation breaks across the client base, we identify these for you.
To complement the Bureau service, we offer the Zendesk ticket system as standard, where our team can answer your questions and queries.
Take advantage of all the benefits of Service Bureau when you take a hosted version of our CGiX software.