At Valenta, our Managing Partners are business owners with a range of backgrounds and industries, but we all understand that having a streamlined business, no matter what industry you are in, is key to ensuring...Read More

In today’s business world, the use of artificial intelligence (AI) and robotic process automation (RPA) has revolutionized the way accounting and finance departments operate. AI and RPA bots are helping these departments automate processes, streamline...Read More

The answer to the question of when should a financial planner hire a virtual assistant comes down to two main reasons. First, a virtual assistant for financial planners should be brought on when an Advisor...Read More

There are many reasons why a Financial Planner would want to hire a virtual assistant. In our experience with Financial Advisor clients the two biggest reasons that they employ virtual assistant financial services is a)...Read More

The financials services industry includes massive numbers of depository institutions, financing companies, investment product providers, and insurance companies. They vary in size and include some of the world’s largest global companies that have tens of...Read More

Banking and Financial Institutions are no different from other companies in that they can benefit greatly from Process Consulting. Most businesses are a series of functions and workflows, and this is very much the case...Read More