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Consulta a nuestro equipo de Integrated Portfolio Management para adquirir un enfoque holístico y desarrollar soluciones de carteras para tu negocio.

Nuestro servicio Integrated Portfolio Management (IPM) combina la solidez y los conocimientos de nuestros equipos de Transaction Management, Portfolio Administration y Portfolio Strategy para ofrecerte soluciones integrales para tu cartera. Nuestros expertos de todos los servicios analizan los datos, optimizan los procesos y aportan información fundamental para alcanzar tus objetivos comerciales más importantes.

Nos concentramos en entender las prioridades de nuestros clientes en cuanto a la toma de decisiones, en evaluar las oportunidades respecto de las carteras y en analizar los planes a corto y largo plazo para su cartera, a fin de que se ajusten con exactitud a sus objetivos comerciales. Nuestro enfoque único en las personas, los procesos y la tecnología, permite brindar resultados cuantificables. Algunos aspectos destacados incluyen:

  • Personas: nuestro servicio se adapta a tus prioridades y objetivos.
  • Proceso: nuestros equipos globales de Porfolio Services Centers (PSCs) garantizan un servicio eficiente, que mantiene su calidad en todas regiones donde operamos.
  • Tecnología: aprovechamos el poder de los datos, a través de nuestros paneles mejorados de Business Intelligence (BI) y nuestro modelo de Global Portfolio Administration (GPA).
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