Financial Services

Inefficient processes that are often still paper based abound within the financial services industry. From mortgage processing to insurance claims, these processes are guilty of holding back business growth by consuming too much manpower.


PeopleForce are skilled at helping clients automate and re-engineer such processes to free up staff to focus on other areas of business that are more beneficial to the success of the firm.


  • Insurance: Applications and Claims Processing and Auditing
  • Mortgages: Applications and Loan Documentation Processing and Auditing
  • Compliance: SEC, Sarbanes-Oxley, Dodd-Frank and Internal Compliance procedures
  • Fraud investigations
  • Document Processing and Management
  • Internal Audit/Risk Management
  • Backlog Processing
  • Online Customer Support
  • Data cleansing, Cataloging and Tagging, including XBRL

Enterprise Crowdsourcing. Delivered

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Other types of work we do


Nearly any business process that is data-centric or digital in nature can be re-engineered to increase output and save costs. Below are some of our most common business services and the industries they are regularly used by. If you see PeopleForce can help your business tell us when to get started.


Finance & Administration

Accounts payable/accounts receivable monitoring and recovery

Repetitive processes


Research & Analysis

Inline intellectual property/patent research

Primary and secondary research


Publishing and Content

Search Engine Implementation: Tools including FAST™ and Teragram™

Data


Customer Support

Document management

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