A Case Study on Financial Research Back Office Support Services Offered

Overview

Several small-scale companies in the USA file SEC filings with the SEC (Securities and Exchange Commission) regularly. There are financial analysis firms that extract financial data from EDGAR (Electronic Data-Gathering, Analysis and Retrieval system) and provide analysis reports to small companies for a fee.

Customer

A company, which is a service provider to NASDAQ (National Association of Securities Dealers Automated Quotations) - MD

Customer's Challenges

The company had huge volumes of data that had to be processed on a regular basis

Flatworld Solutions' Back Office Services Provided

Flatworld Solutions came to the company's rescue by offering the following services -

  • Extraction of data from EDGAR
  • Checking and verifying financial statements
  • Conducting ratio analysis for 28 ratios across 5 categories
  • Conducting trend analysis for a range of 3 to 5 years
  • Developed comparative reports based on industry analysis
  • Conducting bankruptcy analysis (Altman-Z score)
  • Created standardized reports for the business
Impact on Customer's Business
  • Manpower costs and other related costs were cut down to a great extent
  • The turnaround time (TAT) improved considerably

Contact us to outsource financial research services.

Contact Us

Get a FREE QUOTE!

Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Read our Policy.

Info Email

USA

Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540

PHILIPPINES

Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000


KSS Building, Buhangin Road Cor Olive Street, Davao City 8000