Striving for Efficiency
​​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
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.
One central, unified platform for Automating Investment Processing
PLATFORM
Investment managers process large amounts of data, and the volume and complexity of this data continues to increase exponentially. Investment data comes from thousands of sources in a wide variety of formats and is difficult to onboard and organize for efficient use by employees and systems. Once data is captured, 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. The Operin platform provides one central, unified platform for streamlining and automating investment operations so investment managers can solve their common and unique investment processing challenges, at scale.
SERVICES
Operin Services offers a seamless, hassle-free Operin deployment and onboarding experience by providing custom configurations and implementation delivery of the Operin platform that enable customers to achieve their objectives faster and avoid the oversight requirement associated with relying on other third-party implementation services. Engagements are staffed by senior members of Operin Services who provide practitioner-level knowledge gleaned from their decades of experience servicing large scale Operin deployments. Each Operin Services engagement is led by a project lead who provides complete oversight of the workflow deployment from start-to-finish, with defined deliverables and timelines governed by a Business Requirements Document and Statement of Work.
SUPPORT
Operin's customer and technical support teams offers investment firms a proven, trusted support partner for help designing, implementing and supporting workflows in Operin. Customers have unlimited access to Operin Support, available 24 hours a day, seven days a week. Whether you have a quick question, need step-by-step guidance through a complex task, or help optimizing a workflow, our support personnel will help you find answers and maximize the value of Operin. Operin Support team members have the experience necessary to help you design, document, and manage new workflows and ensure your firm’s end users are comfortable using the platform and optimally leveraging Operin to streamline and automate your workflows.
A trusted partner to help you accelerate your time to value and ROI
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.
