Finmesh

BACKGROUND

Please describe your company and position.

I am the Systems Manager of Banco Formosa

Describe what your company does in a single sentence.

Financial Banking

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Finmesh to accomplish?

• Quality Control
• Quality Assurance

SOLUTION

How did you find Finmesh?

• Referral
• Evento empresarial

Why did you select Finmesh over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Finmesh were assigned to this project?

11

Describe the scope of work in detail. Please include a summary of key deliverables.

Continuous manual and automated testing. Identifying requirements, developing work plans, and executing them.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Quality testing with minimal production-ready defects.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Deliverables are provided correctly, with high quality and reliable supporting evidence.

What was your primary form of communication with Finmesh?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their expertise, dedication, collaboration, and commitment are impressive.

Are there any areas for improvement or something Finmesh could have done differently?

No criticisms regarding the company; everything was handled correctly.

BACKGROUND

Please describe your company and position.

I am the Financial Reporting Head of Citi

Describe what your company does in a single sentence.

Financial Services 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Finmesh to accomplish?

• .

SOLUTION

How did you find Finmesh?

• Referral
• Other

Why did you select Finmesh over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Finmesh were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I highly recommend CPA Ferrer for their outstanding professionalism, expertise, and commitment. They have consistently delivered excellent support in managing highly sensitive operational matters, while also providing valuable professional advice and proactive solutions. Their willingness to go above and beyond expectations makes them a trusted partner who consistently adds value beyond the scope of their responsibilities.

What was your primary form of communication with Finmesh?

In-Person Meeting

Are there any areas for improvement or something Finmesh could have done differently?

.

BACKGROUND

Introduce your business and what you do there.

I am an executive of a financial institution that offers banking services and works to promote the progress of individuals and businesses, fostering a positive work environment and sharing career news and advice.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Finmesh?

We needed a consulting firm that could guarantee that the implicit interest rate implementation project met all functional, technical, and regulatory requirements, and that these were adequately addressed in the solution.

SOLUTION

What was the scope of their involvement?

The objective was to ensure that the bank's various products could control and monitor compliance with the maximum regulatory limits applicable to their prices and interest rates, while establishing the necessary parameters to adapt to future changes in these products.

What is the team composition?

We work with 2–5 team members.

How did you come to work with Finmesh?

They were recommended to me.

What is the status of this engagement?

We worked together from January–September 2022.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Finmesh delivered a configurable system designed to ensure ongoing regulatory compliance, supported by a detailed and fully documented process. The information required for regulatory reports is calculated automatically.

How did Finmesh perform from a project management standpoint?

All deadlines were met according to the agreed schedule. We communicated through in-person and virtual meetings.

What did you find most impressive about them?

Their service is highly professional.

Are there any areas they could improve?

I can't think of anything.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Fucerep, a financial services company. We’re a financial intermediation cooperative that provides economic and financial assistance services to employees of public and private companies, salaried employees, micro, and small companies in Uruguay.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Finmesh?

We hired Finmesh to secure valuable, high-quality support that would allow us to professionalize our management.

SOLUTION

What was the scope of their involvement?

Finmesh conducted a needs assessment, developed a work plan, and supported us throughout its implementation, contributing their expertise along the way. 
The main projects we worked on together included the implementation of the credit card product, where Finmesh delivered an implementation plan and supported its rollout; the implementation of the Power BI tool, which included the development of dashboards tailored to our reporting needs; and the migration of our IT system, where Finmesh supported us with testing and validation throughout the process.

What is the team composition?

We worked with 2–5 teammates from Finmesh.

How did you come to work with Finmesh?

We found them through a referral. Finmesh is a highly reputable company well known in our market, with values aligned with those of our institution and recognized for delivering high-quality service. We chose them because they offered good value for the cost.

What is the status of this engagement?

We worked together from December 2015–December 2016.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The IT system migration was completed without incidents, on schedule, and with no data loss. The new system showed significant improvements compared to the previous one, including speed, reliability, user satisfaction, and regulatory compliance. For example, processing times improved significantly. The daily closing process used to take more than 12 hours, and now it takes about 6 hours.

How did Finmesh perform from a project management standpoint?

Finmesh delivered on time. We communicated in person.

What did you find most impressive about them?

We were most impressed with the added value of the service Finmesh provided.

Are there any areas they could improve?

They could have incorporated additional profiles/resources that could have helped speed up the timelines.