Rigorous Compliance.
Flawless Execution.
Stop wasting billable consulting hours on document formatting and data collection. Our fully managed Virtual Assistants handle the operational backend of banking audits, KYC administration, and regulatory research. Save up to 70% in overhead.
Audit Readiness: Phase 2
Active
AML Policy Formatting
Formatted 120-page AML manual to client's exact corporate standards. Indices updated.
Vendor Risk Data Collection
Chased down SOC 2 reports from 15 third-party vendors. Uploaded to secure portal.
Regulatory Change Research
Compiling state-by-state updates on recent lending regulations into an Excel matrix.
Proficient in Corporate & GRC Environments
Regulatory Administrative Support
Delegate the intense documentation and data gathering required in financial compliance. Keep your consultants focused on strategic advisory and risk mitigation.
Policy & Procedure Formatting
Taking your drafted compliance manuals and formatting them to strict corporate standards. Building tables of contents, checking cross-references, and ensuring version control.
Audit Preparation & Data Collation
Hunting down required documentation from client departments. Organizing evidence files, transaction samples, and board minutes into clean, audit-ready secure folders.
KYC / AML Administrative Ops
Assisting with Know Your Customer (KYC) back-office tasks. Transcribing entity data, running preliminary negative news searches, and organizing beneficial ownership charts.
Vendor Risk Management Admin
Distributing third-party risk questionnaires to a client's vendors. Following up persistently to collect responses, SOC reports, and financial statements for your review.
Regulatory Matrix Updates
Conducting baseline web research to compile state and federal regulatory updates into easy-to-read Excel matrices, ensuring your consultants always have the latest data.
Consultancy Operations
Managing the backend of your own consulting firm. Scheduling executive debriefs, formatting client proposals, issuing USD invoices, and managing your CRM.
The Compliance Pipeline
A fully managed, secure outsourcing process. Zero hiring friction.
Scope Needs
Share your consultancy's bottlenecks, GRC software stack, and documentation needs.
Set Protocols
Your Dedicated PM aligns on your strict data security SOPs and formatting guidelines.
Execute Ops
The PM manages vetted experts to handle evidence collection and policy formatting flawlessly.
Output Billing
Pay strictly for the hours worked. The PM's management and QA is entirely free.
The Secure Choice
Why top banking compliance consultants trust Sagedoer over traditional freelancer platforms.
Traditional Platforms
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Extractive Fees
You lose margin to up to 40% in hidden platform markups and subscriptions. -
Micromanagement Trap
You are forced to QA document formatting, track hours, and manage the freelancer yourself. -
Security & Continuity Risks
High turnover and dealing with unverified, temporary talent during critical audit windows.
Sagedoer Managed Ops
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0% Hidden Fees
Pay strictly for pure hours worked. Transparent USD invoicing. -
Dedicated PM Included
Your single point of contact. We supervise the team completely free. -
Vetted & Reliable
Internally vetted experts you can trust with rigorous corporate workflows.
Transparent USA Pricing
No setup fees. No platform markups. Increase your firm's profitability.
Part-Time Support
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager
- Free management supervision
- Zero setup or onboarding fees
Full-Time Ops
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for pure working hours
- Dedicated Project Manager
- Free management supervision
- No monthly membership charges
Consultancy FAQs
Are they making legal or regulatory decisions?
How do you handle data security and confidentiality?
Who manages the VA's daily workload?
Ready to Scale Your Firm?
Stop spending your days formatting compliance manuals. Partner with Sagedoer to streamline your consulting operations today.