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Case Study: Virtual Assistant, Financial Services

Client: Bond Firm, USA

Scope:

  • Bid result
  • Bid bond
  • Bid to final bond
  • New final bond
  • Commercial bond
  • Endorsement bond
  • Permit bond form

Result:

This specialised work requires excellent attention to detail and after initial training of their processes, our client has increased their resources from 1 Virtual Assistant to 2.

Our client is regularly commenting on how efficient our work and what an impact it has on the smooth running of their long standing financial services business.