Valenta: The Insider Series

Hosts: Valenta

Join Valenta and our special guest speakers as we explore how to improve the customer journey and employee morale, while boosting business efficiencies and revenue streams. This thought-provoking webinar series, The Insider, provides valuable insights into how we work with our clients to revolutionize their processes and create the ultimate competitive advantage. read less
BusinessBusiness

Episodes

Valenta The Insider | Scaling a Real Estate Business Using a Virtual Team.
Feb 28 2023
Valenta The Insider | Scaling a Real Estate Business Using a Virtual Team.
We are delighted to hear about our client’s journey with Valenta! 'The insider – 'Scaling a Real Estate Business Using a Virtual Team.'  Valenta welcomes clients' feedback to ensure constant improvement, further innovation, that we are surpassing industry standards, and providing the utmost in client satisfaction.  Howard Barouxis speaks with GDF Properties to discuss their journey with Valenta, the ways Valenta’s services have benefited them, challenges they have overcome in their business, successes they accomplished and the collaboration to build a healthy relationship. During the interview, Juan shared that it was perfect timing when GDF Properties met Valenta. The company was brainstorming options for operational restructuring, process transformation, modernization, and staff augmentation. At that time, they found Valenta to be unique compared to other options, as it provided the best value proposition for the company. Valenta works closely and within the same time zone as our clients with a resourceful team on the ground, which clients appreciate. We take care of our client's comfort and give them a local touch. The core area where Valenta benefits GDF Properties was staff augmentation for accounts and finance functions. Our well-equipped, technically expert, and experienced staff helped them with bookkeeping tasks, overseeing accounting activities, and leading the accounts department, which helped in the productive use of their budget. Valenta proved to be an incredible partner for our clients by taking over complete operational activities and helping clients to think more strategically, focus on core business areas to execute process efficiently, and improve productivity by implementing technologies, digital transformation, and process consulting. Valenta’s relationship with GDF Properties began a year ago, and we are successfully continuing to grow with them.  Valenta is always there for you and invested in your success!  ========================================================== For more information please visit our website - https://valenta.io/==========================================================  Subscribe to our channel to get video updates. Hit the subscribe button above:  https://bit.ly/3s4Ib4W ==========================================================  Twitter: https://twitter.com/Valenta_ioFacebook: https://www.facebook.com/Valenta.ioInstagram: https://www.instagram.com/valenta.io/LinkedIn: https://www.linkedin.com/company/valenta/
Valenta The Insider | Current Challenges for Financial Planners
Dec 21 2021
Valenta The Insider | Current Challenges for Financial Planners
If ever there was a time for an organization to truly commit to digital transformation, this is it. Financial Planners face new challenges in the way they manage workflow, communicate with co-workers and clients.Digital transformation within financial sector first started with the digitizing of monthly statements to go paperless. Since then, leaders in finance have taken notice and have moved quickly to propel their businesses toward digital transformation, placing a large emphasis on speed, intuitive supplier, cost reduction, and ease of use.As digital practices have matured, it has become increasingly clear that many organizations’ legacy back-office systems and processes are not currently able to deliver a scalable level of service excellence.As many companies get used to the new normal, it is more important than ever to make sure your finance organization is recession-proof. The pace of digital transformation has rapidly accelerated under the new normal, and it is evidently clear that the key to business resiliency begins with Digital Intelligence.In this session, our expert speakers will address the following:✅ The increasing importance of digital transformation in finance✅ The new normal for finance organizations✅ The benefits of Digital Intelligence✅ Best practices to achieve digital transformation within the finance sector, and much more!Host: Richard Nohe, Managing Director at ValentaGuest Speakers: Shyam Ganesh, Certified Financial Planner & Managing Partner at ValentaBill Savellis, Financial Advisor & Managing Partner at Valenta
Special Edition | Using Robotic Process Automation (RPA) and Artificial Intelligence to Optimize your Logistics
Dec 14 2021
Special Edition | Using Robotic Process Automation (RPA) and Artificial Intelligence to Optimize your Logistics
With increasing disruptions to supply chains, heightened customer expectations and demand, and trouble securing workforce capacity, leaders intuitively know they need to embrace automation and digitally transform their operations.  Many find this task overwhelming, not knowing where to start or what ROI to expect.  RPA/AI automation need not be scary and does not require massive investment of time or resources.  Implementing your first digital worker can be very straightforward and extremely cost-effective, delivering measurable, sustainable results within a few months. Guest Speaker: Michael Taylor, Managing Partner at ValentaAs Managing Partner at Valenta, Michael brings over 22 years of expertise providing strategic, financial, and operational leadership–including an extensive background in Financial Analysis, International Business and Competitive Intelligence for organizations like Amazon and PWC.  More recently, Michael served as Director of Operations at the leading global ecommerce company, having launched and led multiple warehousing and distribution centers across the United States.  Prior to Amazon, Michael was an Operations Executive in oil and gas, scaling a global aftermarket services and product distribution business in various geo-markets all over the world. Michael is instrumental in streamlining identified sector activities, introducing process improvements, and enhancing efficiency at all levelsPrior to partnering with Valenta, Michael worked as a consultant with one of the Big 4 and spent more than eight years on active duty as an officer in the U.S. Army.  He has an MBA in Global Business and earned his bachelor’s degree from the United States Military Academy at West Point.Schedule a Meeting with Michael