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Infosearch – Back Office Support for a B2B Insights & Analytics Company

ClientOverview

"The client is a B2B Insights and Analytics firm that is global and has clients working in various fields. The organization provides data-driven information to help in strategic decision-making, risk assessment, compliance and market intelligence. Considering the size of operations and accuracy needed in geographies, the client needed a trustworthy back-office partner who would have effective research, documentation, and analytical skills."

BusinessChallenge

The client has been in operation in 65 countries and had a number of operational issues:

  • Handling volumes of legal, financial and corporate documents, which are country-specific.
  • Unable to provide weekend coverage, which resulted in a huge backlog of cases.
  • Assurance of data accuracy and consistency in a variety of regulatory settings.
  • Dealing with multilingual and jurisdiction-specific documents.
  • Responsiveness in terms of turnaround time and high-quality standards.
  • Growing the business without adding internal overheads.

The client required a partner that could easily become part of their operations and assist in meeting the demands of the global deliveries.

Back Office Europe

Infosearch Solution

Infosearch was contracted to offer end-to-end back-office services according to the insights and analytics requirements of the client, including its global requirements. The scope of work included:





  • Reviewing the relevant legal documents in the country, including incorporation, filings, and compliance documents.
  • Audit of financial statements and other disclosures.
  • Analysis of corporate documentation to obtain pertinent information on ownership, management, and operations.
  • Data validation, structuring, and standardization to be a part of analytical reports.
  • Enabling all seven days of coverage to clear backlogs and continue the operation to manage the increasing volume.
  • Enabling multi-country research needs in 65 international markets.

Infosearch has used professionally trained analysts specializing in legal, financial and company research and was supplemented by strong quality assurance procedures and standardized workflow.

ApproachandMethodology

Infosearch has delivered a model in a structured and scalable manner:

  • Requirement Understanding - Intensive work with the client to know how the reports should be, what information should be in them, and what aspects of the jurisdiction are unique.
  • Specialized Teams - Specialized analysts, who are knowledgeable about local regulations and document types, are assigned.
  • Multi-Level Quality Checks - The introduction of the review mechanisms to ensure the accuracy of data and adherence to the standards of clients.
  • Process Standardization – Standardized templates and work processes to create uniformity within the countries.
  • Secure Operation - Compliance with the requirements related to data security and confidentiality during the engagement.

OutcomesandBenefits

The cooperation brought great value to the client:

  • More accurate and reliable insights and analytics reports.
  • Shortened research deliverables turnaround time in multi-country research.
  • Scalability to meet the increasing customer demand.
  • Decreased operation load/cost savings to the client.
  • Unified quality of reports on 65 countries.

Business Impact

Through the back-office experience of Infosearch, the client could concentrate on the main economics of operations and client-facing business and still be assured that there is a solid foundation of support concerning the global research endeavors. Infosearch was an important addition to the team of the client, allowing them to deliver high-quality insights with scalability.

Conclusion

The overall back-office services of Infosearch, coupled with excellent domain-based expertise in the areas of legal, financial, and corporate documents analysis, assisted the B2B Insights and Analytics company in enhancing its service delivery around the world. The interest is an indication of the capability of Infosearch to handle the multi-country and multi-faceted research needs and provide uniform value across all markets.

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