Managed Services

You manage the assets. We handle the processes for you.

What is Managed Services?

Managed Services is a complex service for financial institutions in the field of investment funds, from tracking regulatory and technological trends to customising IT processes and solutions, managing the essential system infrastructure and providing modern customer service, with full digital services support.

Monitoring trends and market changes

We monitor the trends so that you can always be one step ahead of the changes – we inform you when something important comes up. We actively participate in the creation of new market standards and legal regulations.

Changes in the investment funds market often require many months of preparations and comprehensive knowledge. Thanks to Managed Services, you are always well prepared for new legal and technological solutions.

  • We keep track of the changes in legal and technological regulations that affect the functioning of the investment funds;
  • We share our knowledge of upcoming regulatory and systemic changes affecting the day to day invest funds operations;
  • We adapt our services to the market trends in the use of new technologies and customer service digitalisation;
  • We create business applications that respond to the needs of our clients;
  • We advise on legal and technological aspects and how to prepare your organisation for new requirements.
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We provide infrastructure and business applications

We provide complex support for system and regulatory changes. Our technology and business solutions provide comprehensive customer service, clearing, reporting and asset management.

  • We adapt systems and technologies to new legal regulations, ensure their stability, high security and scalability;
  • We provide systemic distribution of units of interest;
  • We maintain accounting books and necessary settlements;
  • We automate valuation and asset management processes;
  • We enable full management and statutory reporting;
  • We provide dedicated services for the specific needs of our clients.
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Comprehensive support for your business

Managed Services from ProService Finteco is comprehensive support for your organisation in investment funds management from regulations and back-office systems to customer self-service.


We provide support for back-office operational processes

  • We manage business processes comprehensively.
  • We support the processes of settlements, clarifications, complaints, and communication with customers, providing the whole of back-office processes.
  • We implement new technologies that eliminate the need for paper documents and automate customer service process, increasing fund participants’ satisfaction.

We will provide multichannel digital communication for participants of investment funds – front office

  • We deliver state-of-the-art technologies that provide digital self-service for participants, responding to the challenges of today. From mobile solutions to video verification and automation of online purchases in cooperation with an advisor.
  • We provide multichannel communication environment for clients and advisors from self-service web portals to the dedicated centre for clients and advisors.

Sounds like the perfect solution for you?

Our expert team is ready to talk to you about Managed Services solutions.

Tomasz Kowalik

Sales Director of the ProService Finteco Group

+48 668 837 348

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