Discover Fundtec's Insights- Pillars of our commitment to excellence
Insight
Engagement Model
Resource as a Service
Co-source and build effective
teams, let Fundtec handle all
transitions, training and cover
with backup for your resources
Process as a Service
Outsource end to end process,
let Fundtec operate full KPIs and
provide you decision making
abilities
Strategically structuring relationship
Our Approach
How it works?
Sales Call
Consult with our Sales team to place your exact needs and pain points to decide suitability . If we seem suitable, we’ll send you an agreement to sign and you’ll be assigned a Line Manager.
Discovery Call
Here you'll meet with your Line Manager to deep dive into your requirements to ensure we match you with the suited resource.
Resource Placement & Mapping
Now your Line manager will meet with the Placement Team to discuss, vet and select top candidates who will be best suited with your requirement. If resources are available then they will mapped for your process else Line Manager will interview and select the best candidate from our talent pipeline for you.
Kick-off Call
You, your Line Manager, and your resource will have a kick-off call; finally the official start to your strategic partnership. This call will be meant to meet your resource, outline initial objectives, discuss governance, and set yourselves up for success.
Onboarding & Implementation
Your Line Manager stays close and completely involved in the first few weeks to provide high-touch relational service to guide you through our value added and proven onboarding & implementation process.
Nurturing & Monitoring
You will have periodic check-ins from your Line Manager to support both you and your resource throughout your strategic partnership.
Sales Call
Consult with our Sales team to place your exact needs and pain points to decide suitability . If we seem suitable, we’ll send you an agreement to sign and you’ll be assigned a Line Manager.
Discovery Call
Here you'll meet with your Line Manager to deep dive into your requirements to ensure we match you with the suited resource.
Resource Placement & Mapping
Now your Line manager will meet with the Placement Team to discuss, vet and select top candidates who will be best suited with your requirement. If resources are available then they will mapped for your process else Line Manager will interview and select the best candidate from our talent pipeline for you.
Kick-off Call
You, your Line Manager, and your resource will have a kick-off call; finally the official start to your strategic partnership. This call will be meant to meet your resource, outline initial objectives, discuss governance, and set yourselves up for success.
Onboarding & Implementation
Your Line Manager stays close and completely involved in the first few weeks to provide high-touch relational service to guide you through our value added and proven onboarding & implementation process.
Nurturing & Monitoring
You will have periodic check-ins from your Line Manager to support both you and your resource throughout your strategic partnership.
Our Approach
How it works?
Proof Of Concept
Switching to a new service provider can raise concerns about security, quality, and costs. At Fundtec, we ease these worries with our unique Proof of Concept program. Designed for qualified existing Investment Funds and Investment Intermediaries, this program allows thorough testing of Fundtec services without any commitment.
Free of cost
No obligation
No cancellation charge
Extensive support
Your data is secured and managed with excellence at Fundtec
At Fundtec, we uphold the highest standards in information security and quality management for our services
Secured Environment
On-Site Operations
Secured propreity portal for data transfer
Resource as a service