Finance

By outsourcing tasks like data processing, client communication, and market research, Investment Companies enhance efficiency and compliance.   

Finance

Investment firms are among the primary users of Virtual Assistant Services and BPO Services. Any company that manages financial assets, provides investment solutions, or facilitates transactions in global markets can delegate routine tasks to optimize operations and focus on core financial strategies. By leveraging outsourcing, investment companies can enhance efficiency in data processing, client communication, market research, and compliance management

A wide range of investment firms, from multinational corporations to independent financial advisors, benefit from outsourcing. 

  • Asset management firms overseeing portfolios for individual and institutional clients

  • Private equity and venture capital firms managing investments in startups and growing businesses

  • Brokerage firms facilitating securities trading for retail and institutional investors

  • Financial advisory firms providing consulting services to businesses and high-net-worth individuals.

Services we provide

Investment companies can delegate a variety of services to virtual assistants or BPO companies to enhance operational efficiency and focus on strategic decision-making. By outsourcing these tasks, investment companies can improve their operational efficiency, which allows them to focus on investment strategies and client engagement.

Administrative Support

Administrative Support

Managing schedules, meetings, and correspondence.

Client Communication

Client Communication

Responding to client inquiries, providing updates, and managing relationships through phone, email, or chat.

Data Entry and Management

Data Entry and Management

Inputting and organizing financial data, maintaining records, and ensuring accuracy.

Market Research

Market Research

Analyzing trends on the market, competitor performance, and economic factors to support investment decisions.

Portfolio Management Support

Portfolio Management Support

Assisting with tracking investment portfolios, analyzing performance, and preparing reports.

Compliance and Regulatory Support

Compliance and Regulatory Support

Managing documentation and ensuring adherence to regulatory requirements and compliance standards.

Reporting and Analytics

Reporting and Analytics

Generating regular performance reports, financial summaries, and presentations for stakeholders.

Lead Generation

Lead Generation

Identifying potential clients, conducting outreach, and managing lead databases.

Social Media and Marketing

Social Media and Marketing

Managing social media accounts, creating content, and promoting investment products or services.

Event Coordination

Event Coordination

Organizing seminars, webinars, and client meetings, including logistics and materials preparation.

Much more!

Much more!

What Our Clients say

Cleaning
Cleaning
Joseph McEldowney
Managing Director at CleanSimple, United Kingdom United Kingdom

“Since working together with Ulyana and the team at VAfromEurope we have increased our business productivity exponentially. The team help us with scheduling work load, allocating jobs to our staff, monthly invoicing, as well as communications with our clients via both WhatsApp and Emails. We have found that Ulyana and the team go over and above what is expected and ensure that all work is completed to a high standard.

A massive benefit of using a company like VA from Europe is that when one of the team is not working i.e. on holiday or absent etc. they have another member of their team trained up and ready to go straight away. I would highly recommend using VAfromEurope for both their skillset, professionalism and very competitive pricing.”

Branding
Branding
Alain Frank
Founder and Creative Director D3SIGNARTS LLC USA USA

Working with Mariana and the Agiliway team has been a transformative experience for my business. Despite initial concerns about working with an overseas assistant, Mariana’s diligence and attention to detail have not only alleviated those worries but also ensured that my tasks are consistently completed with precision and care.

Her invaluable support has propelled my business to new heights within a remarkably short time. In the realm of virtual assistance, Mariana truly stands out. Moreover, knowing that she is backed by the entire Agiliway team, with their extensive expertise in various back-office functions, gives me the confidence that any challenge my business encounters can be successfully overcome.

PR and Media <br />Relations for art
PR and Media
Relations for art
Sofia Bertilsson
CEO and Founder Art Insider PR@artinsiderpr Sweden Sweden

Collaborating with VAfromEurope means that we can offer our clients services of better quality at better prices while knowing that we can deliver on time which is of essence when working with PR and communications. It also gives us a better grasp over the budget we have available per client.

Apart from being tech savvy, my regular digital assistant has shown great understanding when working with media and PR with our clients in the arts segment as well as fluency in written English. The digital assistants, managed by Ulyana, work independently, deliver on time and offer excellent quality.

book <br /> promotion
book
promotion
Philip Bowne
Founder of The Book Network LTD United Kingdom United Kingdom

“I cannot speak highly enough about the exceptional services provided by VAfromEurope. Since enlisting their help, my business operations have become more practical and efficient than ever before. From the very beginning, I was impressed by the level of professionalism and expertise exhibited by the virtual assistants from VAfromEurope. They took the time to understand the unique needs of my business and quickly adapted to our workflows. Their ability to seamlessly integrate with our team and the dedication they showed to understanding our goals truly set them apart. One of the most significant benefits of working with VAfromEurope has been the time they’ve saved me and my team. Their proactive approach to handling tasks and their willingness to take ownership of responsibilities have allowed me to focus on strategic decision-making and business growth. It’s been a game-changer for our company, allowing us to operate more efficiently and effectively. Communication with the virtual assistants has been nothing short of excellent. Despite being located in different time zones, they have always been prompt in their responses, ensuring that crucial information and updates are delivered in a timely manner. Their attention to detail and clear communication have made collaborating with them an absolute pleasure. Whether it’s managing administrative tasks, handling customer inquiries, or organizing complex schedules, VAfromEurope has consistently demonstrated their competence and professionalism. They’ve become an indispensable part of our team, providing essential support that has allowed us to run our business smoothly, even during demanding periods.”

AI
AI
Maryan Kondratyuk
Head of Project Delivery in CIS & EMEA, Omilia Greece Greece

“Omilia started working with VAfromEurope in 2015 due to positive reference. It was a very prompt and successful start – they assembled for us a transcription team with 5 different language speakers within just 2 days! Now we hire virtual assistant specialists for transcription, translation, and information research projects on a permanent basis and are very satisfied with this cooperation. VAfromEurope delivers quality service but, what’s the most critical for us, they are very responsive and quick in switching skills and capacity, e.g. replacing Polish transcription specialists with Kazakh or English, or switching from translation project to web search tasks – we would have never achieved such speed and agility with our internal resources. As a consequence of the above, I personally consider VAfromEurope to be a skilled and qualitative partner and highly recommend the aforementioned company if you are looking for a reliable BPO provider to outsource administrative and support projects.”

Recruitment
Recruitment
Paul Engwell
Director, EWC Consulting United Kingdom United Kingdom

“We recently engaged the services of VAfromEurope for both a data research and data cleansing project. The communication throughout was excellent from Sergiy and his team, the work was completed to schedule and to a very high standard. We will definitely be using them again and would have no hesitation in recommending their service.”

media <br /> analyst
media
analyst
Eric Kavanagh
CEO, The Bloor Group, USA USA

“We hired a Virtual Assistant several months ago, and have been very pleased with the work she’s done. We would recommend this service to any company that needs extra hands to get stuff done. They’re very good with web-based tools, and have shown solid commitment to our projects.”

property
property
Tamas Borodi
CEO & Co-Founder at PropertyMenu.com United Kingdom United Kingdom

“Ulyana and her team provided an excellent service for us. We are a startup business, engaged with Agility to get Virtual Assistant and Back Office support. Ulyana got involved in a very early stage of the process, helped us through the process development, gave us ideas, suggestions and supported us optimising our workflow. The team did a good job, during the cooperation they were responsive and helpful. I can highly recommend their services.”

education
education
Victoria Collins
Founder LingUpp United Kingdom United Kingdom

“Working with VAfromEurope has changed my business life over the last year. I can now focus more on growing my business and strategic efforts while my team at VafromEurope helps me with research, analysis, communications, and other ad hoc tasks. After trying several services, they were the best one which was attentive, efficient, and offered a quality service at a great value. My key contact Ulyana is always patient, friendly, and proactive. I would highly recommend working with VAfromEurope.”

Collector <br /> watches
Collector
watches
Stefan Traber
Owner ChronoScope Collector Watches Switzerland Switzerland

“I am very pleased with the work of VAfromEurope. The team is competent, reliable, and very committed to their tasks. I also enjoy the pleasant working relationship and communication with the team of VafromEurope (Ulyana, Sasha, and Anastasia). All in all, a very good experience and more than I could reasonably expect from a team I never met in person. I will continue to work with them in 2022 and beyond.”

internet <br /> publishing
internet
publishing
Ross Lantea
CEO Kiva Work Finland Finland

“Copywriting was done as per our request perfectly with broad research around the topic. We are very happy with the content.”

ecommerce
ecommerce
Andrew Fish
SME Business Builder, Investor & Entrepreneur United Kingdom United Kingdom

“I am a UK entrepreneur with multiple businesses. VAfrom Europe provide support to us in several different ways. I have worked with my team for several years now and am happy to recommend the services of VAfrom Europe.”

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