Introducing
Advice Case Builder
YOUR CENTRALIZED ADVICE SYSTEM

What happens if you don’t have a process?

Cost

Higher cost for business without process or with ad hoc process

Time

More time consumed when there is no methodology or routine to leverage

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Compliance Risk

Compliance risk = $$$, loss of reputation, regulators audits, etc.

As we continue to work with our clients through solving back-office bottlenecks, our mission includes having a holistic understanding of what our clients are experiencing so we can provide more concrete support for their businesses.

Our Innovation Team continually looks at how we can use and explore tools in and around the FinTech space. Thus, we have developed the VBP Advice Planner.

The VBP Advice Planner is a fully integrated IT, training, knowledge base, and outsourcing platform that uses best practice processes, technology stack and global staff resourcing to allow a business to profitably scale. It has 2 main tools – Advice Case Builder & Advice Delivery Suite.

WANT TO LEARN MORE?

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