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Our Products and Services

JRV Financial Services offers products and value added services, through a consulting team formed ny experts which will support directly in the financial management of your business. Meet our products and choose which one meets your companies needs.

Business Consulting: development of business case study, Gap Analysis and design solutions for IFs, IPs and Fintechs, including the authorization process with BACEN

Design of the operational structure, with high-tech systems (meeting Central Bank requirements) and its assembly and implementing

Innovative support solutions, including BPO (in house or cloud computing) for several functions

Business Consulting

  • Development of Business Cases

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  • Business study and modeling of operational structure

    • Alternative of products and business lines

    • Alternative of SW solutions and integration for front and back end

    • Infrastructure and people support

    • Costs and investments involved

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  • Simulation of investments and financial results

    • Simulation and estimation of revenues and expenses

    • Projection of financial results in different scenarios

    • Investment Analysis

Design of the Operational Structure

  • Detailed design of the customer's infrastructure (systems, people and processes) and support on its implementation

    • Capital Markets business (owner and customer) - registration, settlement, maintenance of   rates and prices, daily opening and closing;

    • Accounts payable and receivable - pay-office, supplier and contract management;

    • Loans and credit - registration, settlement, indexers maintenance, parameterization of new   types, daily opening and closing;

    • Cash flow and market risk control;

    • Regulatory COSIF accounting definition and set up - daily and monthly reports

Operational Support (BPO)

  • We offer operational support with our expert team (BPO – Business Process Outsourcing):

    • Using the chosen and installed systems in the customer's infrastructure   through remote access we produce reports and run technical services

    • Using the systems infrastructure in Cloud:

      • In JRV Back-End Cloud Processing​

      • Offered by cloud providers (through remote access)

  • We offer operational support with our expert team (BPO – Business Process Outsourcing):

    • Using the chosen and installed systems in the customer's infrastructure   through remote access we produce reports and run technical services

    • Using the systems infrastructure in Cloud:

      • In JRV Back-End Cloud Processing​

      • Offered by cloud providers (through remote access)

  • Functions supported by JRV or selected partner:

    • Treasury (Capital Markets): settlement in CETIP, SELIC, accrual, MTM and etc;

    • Management and control of credit portfolios: accrual, collection control, etc;

    • Support in financial settlement via “SPB” or settling bank;

    • Pay-office: Accounts Payable and Receivable

    • Liquidity  Control and Cash Flow

    • Corporate and regulatory (“COSIF”) accounting

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