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Financial Services
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Financial Services

Today's economy has dramatically changed the way that financial services companies do business. The end of the bull market has forced companies in all areas to redirect their efforts and resources to maintain consistent service, to retain assets, and to find new and innovative methods of developing new business.

With a breadth and depth of financial services experience that includes, operations, finance, marketing, transfer agency, brokerage services, insurance, and banking, The Valla Group offers a full line of consulting services to ensure that our clients successfully fulfill their goals.

The Valla Group, Inc. can ensure your success with the following services:

  • Systems and data warehouse RFI, RFP and implementation

  • Data sourcing automation and contract negotiation

  • Management and marketing strategy

  • Business unit and enterprise-wide operations and systems analysis

  • Business unit and enterprise-wide education and training by professional training consultants with education degrees and experience

  • Certified project management professionals who customize for organization, project, and approach

  • Certified systems professionals in programming, analysis, security, architecture, etc.

The Valla Group, Inc. can help your company achieve the goals that this new market environment demands. Our absolute commitment to your success starts with an engagement charter that details the best approach to completing your initiative within the timelines and financial/human resources that you identify.

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