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Pathway to Success: Capture Growth with BPO Financial Services

Felcorp Support is not your average BPO. We are a specialist offshore staff resourcing provider for financial services businesses that goes beyond just placing offshore staff.

When partnering with Felcorp, you are making a commitment to grow your revenue, capture new opportunities and minimise business risks. We're here to help you on that journey.

So, is Felcorp right for me?

Success with Felcorp is really going to boil down to a few key business objectives.

Ultimately, you must be looking to grow your business, you are open to take on new initiatives as long as risks are mitigated and that you seek a long term staffing solution that can scale with you.

Regulatory Compliance and Governance

Every decision, every email, every deliverable is centred on governance, risk and compliance. It is a core value of Felcorp Support and we've designed each BPO service according to the relevant regulatory bodies.

Accounting Services BPO Staff Member processing SMSF Admin

Felcorp delivers dedicated offshore support tailored to financial planning, accounting, insurance, bookkeeping, payroll, and SMSF administration. Our teams are trained in Australian standards and supervised under a structured compliance framework designed to meet Australian financial services regulatory standards and guidelines.

Financial Planning Support

Paraplanning: SoA and RoA preparation, research, projections and compliance documentation.
See Paraplanning Support

CSO Administration: Onboarding, fact-finds, FSGs, insurance admin and ongoing client service support.
See Financial Planning CSO Support

Financial Planning Outsourcing SOA and RoA

Accounting Support

Tax Accounting: BAS, GST, income tax compliance, reconciliations and reporting.
See Tax Accounting

SMSF Administration: Fund accounting, compliance lodgements, audit preparation and investment reporting.
See SMSF Administration

SMSF Administration Services Australia details

Insurance Support

Broker Support: Policy renewals, amendments, endorsements, document preparation and client correspondence.
See Broker Support

Claims Processing: Lodging new claims, following up with insurers, providing status updates and managing documentation
See Claims Processing

Agency Support: Handling inbound calls, responding to enquiries, assisting with billing issues and managing renewals and retention for larger agencies and brokerages.
See Agency Support

Insurance Broker Support Admin Outsourcing

Bookkeeping and Payroll

Bookkeeping : Managing accounts payable, accounts receivable, bank reconciliations and general ledger maintenance.
See Bookkeeping

Payroll: Processing pay runs, managing superannuation contributions, PAYG obligations and compliance reporting
See Payroll

Bookkeeping and Payroll Outsourcing Services

We want you to know exactly what we deliver and just as importantly, what we don’t. This keeps expectations aligned and ensures every partnership is built on trust, compliance and mutual benefit.

What we do

Deliver dedicated full-time staff embedded into your workflow

Provide full training, supervision and HR support to all staff

Operate under strict data security and privacy protocols aligned to Australian laws

Provide structured CPD and skill development programs to upskill staff

Review workflow and performance reports to ensure operational efficiency

What we don't do

Operate as a casual, temp or pooled staffing service

Share your staff or resources across multiple clients

Enable staff to work from home

Cut corners on compliamce, data security or training standards

Work outside of the agreed scope of work of our agreement with you

Partnering with Felcorp means working with a team that takes accountability as seriously as you do. We build every engagement around clear deliverables, structured oversight and continuous improvement, so you always know what to expect.

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Accoutning support BPO india operations working at desk

Adherence to Service Deliverables

Every engagement is tied to a documented scope of work, with clearly defined tasks and outcomes. Staff are appointed only once they demonstrate the minimum technical competency required for the role, ensuring capability from day one. With dedicated full-time staff, you can expect consistent productivity aligned to agreed working hours and performance benchmarks.

Management Oversight and Supervision

Every team member works under direct division manager supervision, with additional governance from Australian account managers. Oversight includes daily monitoring of workflow queues, structured review cycles, escalation pathways and regular performance appraisals. This ensures issues are identified early and resolved before they impact client delivery.

Governance, Risk and Compliance

Felcorp applies a layered GRC framework aligned to ASIC RG 104, APES 320 and internal policy standards. Risk registers, compliance checks and monitoring tools are embedded into operations to safeguard against errors, breaches or data mishandling. Staff operate strictly within delegated authority limits and adherence is reviewed through periodic audits.

Trasnsparency in reporting

QA spot-checks, peer reviews and performance scoring are shared with clients through structured reports. You’ll receive clear visibility on SLA adherence, error rates, call monitoring outcomes, training hours completed and continuous improvement recommendations.

A successful partnership is always two-way. Just as you can expect accountability and transparency from us, Felcorp expects a committment from our clients to help make the relationship sustainable, compliant and growth-focused.

Defined Scope of Work

We need clear task outlines, workflow documentation and service boundaries so staff can deliver consistently and in line with your practice standards. Ambiguity in instructions creates risk and inefficiency.

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Respect for People

The foundation of any successful partnership is respect. We expect our clients to recognise that our staff are not “outsourced resources” but skilled professionals who form part of your team. Treating them with the same dignity, courtesy and recognition as your local staff creates a culture of trust and desire to achieve.

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Commitment to Compliance

We expect our clients to share our commitment to compliance as more than a box-ticking exercise. Ultimately, improving the structure and efficiency of your own compliance processes will yield to better long-term outcomes. This shared commitment helps reduce risk, lift professional standards and ensures that a long-term partnership can be better achieved.

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Desire to Grow

Felcorp works best with clients who see offshore support as a strategic investment not a short-term cost fix. We expect a long-term mindset, where staff are given the opportunity to develop specialise and contribute to practice growth. We want to develop a long standing relationship that is underpinned by sustained productivity.

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Want more info?
Contact us today

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