O’Keeffe & Swartz BPO are business process outsource specialists.
We focus on:
Fulfilment and maintenance of policies,
Policy premium collection,
Debit order processing,
Inbound customer services and;
Data analysis and database nurturing
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The financial advisor is the person who assists one in drawing up a financial plan by taking into account one's risks and investment goals. He or she should have the relevant product knowledge and insight to advise one on the best method of attaining those goals. A financial advisor may or may not be attached to a specific assurance company.