A leading specialist advisory firm based in USA providing financial business data to Economic Development Organizations
The client supported EDOs with investment intelligence to help them bring in Foreign Direct Investment (FDI). This required voluminous financial data to be collected, verified, consolidated and structured into customer-centric investment portfolios. The advisory firm hence approached Hitech BPO to support the data collection and verification activities.
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Two project teams with different skill levels were formed to handle data collection and verification of different complexities to optimize resource utilization.
Macros, programmable bots, and customized crawlers were developed and deployed.
Verified data across multiple fields was consolidated into a structured database; automated rules were applied to cleanse and standardise the data.
The final data was presented in a customer-centric investment portfolio format.