Striving for Efficiency
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Operin is the leading provider of managed Intelligent Process Automation (IPA) software and services for the investment management community. We provide the platform, support, and professional services that enables money managers to dramatically improve their operational processing, from the front to the back office. Implementing Operin results in:
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Improved processing efficiencies
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Reduced operational risks
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Enhanced compliance
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Unmatched ROI
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WORKFLOW
Workflow can be defined as the sequence of steps involved in moving from the beginning to the end of a working process. For investment managers, the overflow of data, shifting regulations, and increased customer requests requires too many steps, and investment information processing has become inefficient and risky.
Operin helps investment firms streamline and automate their operational workflows to minimize risk and enhance efficiency.
The Managed Workflow Service for Investment Managers
APPLICATION
Investment managers process large amounts of data, and the volume and complexity of this data continues to increase exponentially. It comes from thousands of sources in a wide variety of formats and is difficult to organize for efficient use by employees and machines. Pre/post-trade data is scattered throughout the enterprise in disconnected legacy systems that do not always integrate well with other systems. As a result, data is often accessed, analyzed, and communicated manually, resulting in highly inefficient processing. Operin's software and service model solves common problems in a custom manner, enabling investment firms to achieve workflow efficiencies at scale.
ENHANCEMENTS
Operin customers represent the broad spectrum of investment managers, from the largest global funds to smaller boutiques. They rely on Operin to provide workflow solutions that deliver new efficiencies to common investment management challenges that can also accommodate their unique design and processing requirements. And because Operin is a managed service, our customers benefit from consistent features and enhancement releases. Operin's service model and workflow components have evolved over many years of continuous investment management problem-solving, and our timely and relevant product enhancements continue to be uniquely informed by investment managers.
SUPPORT
Operin's user and technical support model offers investment management firms a proven, trusted technology partner for designing, implementing and supporting their workflow solution. We help our customers transform their workflow processing to introduce new efficiencies and manage risks by implementing advanced technology throughout their organizations and integrating it with their current systems. Operin has decades of experience working with investment managers to solve domain-specific workflow challenges and offers customers the right combination of informed technology and services that delivers the strongest ROI in the industry.
Envision how managed process automation
can work for you
We are a team of financial technology professionals with decades of experience focused on helping change the way investment managers operate. Our mission is to help our customers achieve optimal processing performance within and across their teams for increased operational efficiency, reduced risk, and dramatically improved results.
Are you interested in helping to define the leading edge in Fintech?
Our Work Culture
We take our responsibility to help our customers improve their processes and results seriously, and increasing their workflow efficiency and reducing risks is our scorecard. We strive to deliver solutions that change how our customers operate, for the benefit of their employees and customers. As a result, our work culture encourages and rewards out-of-the-box thinkers and hardworking problem-solvers who have a passion for creating technology to help people do their jobs.
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If you are interested in joining our team, we'd like to hear from you.
