Automated Technologies
for Personalized Solutions
We are specialists in customized solutions for accounting, financial statements, valuation, taxes, and XBRL, mainly for capital market structures: CKDs, CerPI, FIBRAs (REITS), ETFs, Securitizations, SOFOMES (NBFIs), Private Funds, FINTECHS, Trusts and Payroll. We also offer process automation solutions, back office and corporate secretarial services.
We differentiate ourselves by specialized customer service and by the speed of completion of specific solutions significantly reducing response times.
AG2 Solutions is a young and dynamic company focused on customer service using the latest technologies and the best executives in the sector.
SOLUTIONS
We offer comprehensive solutions to our clients. Our range of services and the knowledge of our professionals about the sector, have allowed us to understand the unique needs of each client.
INDUSTRIES
We have extensive experience and market recognition offering solutions for capital market entities, such as: CKDs, CerPIs, REITS (FIBRAs), ETFs, Securitizations, NBFIs (SOFOMES), Banks, Trustees, Stock Exchanges, etc.
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DIFFERENTIATORS
We differentiate ourselves by having the best service, control, customer service and the use of the latest technologies. Constant innovation and improvement is a necessity at AG2 and for this we invest significantly in the latest technologies to offer automated services and be at the forefront.
We only hire the best professionals in the sector.
It's easier to be the best if you have the best.
Best Professionals in the Sector
We focus 100% in our clients. It is useless to have clients who are not satisfied. Therefore, AG2 strives to offer the best service and constantly ask ourselves: what else can I do for my client?
Proactivity and Personalized Attention
Manual processes promote mistakes. In AG2, part of having an area dedicated to process automation, each solver is rewarded for all the processes they manage to automate, even if it means their work is redundant. Precisely these solvers are the ones we need and retain.
Process
Automation
We promote a control environment unmatched in the sector, so that each client is sure that their information is correct. We implement the latest technologies and have a maker & checker process in key processes to deliver information with excellence.
Control Environment
Maker & Checker
TECHNOLOGY
Given AG2 's commitment to client service and speed of response; the use of the latest technologies is not only a good practice, but a necessity.
AG2 was built on a state-of-the-art platform, 100% in the cloud. We don't have client information on physical media, computers, servers or phones. It's all in the cloud. For security, we use systems based on Microsoft products.
Instead of seeing technology as a forgotten tool in the company structure, at AG2, the technology team is one of the 3 pillars: operations, customer service and technology.
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Operationally, do I have the technical and human resources to satisfy the client's needs?
What would be a service standard that would exceed client expectations in terms of response times and delivery format, and what controls would you have to implement based on the contracted service?
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What tools do I need to implement so can fully automate the process, monitor compliance, and free up the operations team to focus on their core competencies?
3
TECHNOLOGY SOLUTIONS
AUTOMATIONS
The first step for any new process is to understand the proposed flow and determine if it lends itself to automation.
If changes are necessary, they are proposed internally or with our clients. We use Microsoft's Visio tools intensively at this stage.
Automations
AUTOMATION PLATFORM
automation cloud server, which allows us to automate:
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All processes on Windows 10 platforms
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All processes in Office 365 platforms
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File Automations
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Automation of SAAS, PAAS and third party services
Automation Platforms
PERSONALIZATION
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Automation processes allow AG2 to adapt to any proposed structure with fast implementation time and low operational impact.
Personalization
MONITORING AND CONTROL
Every operational flow is automatically monitored. For each new client, monitoring systems are created for each interaction, ensuring compliance with said process within the agreed time.
Monitoring and Control
REPORTING AND ESCALATION
We have reporting and escalation processes for each activity carried out by AG2. If the response times required by our client are not met, an escalation process is generated to determine the response time and solution to the problem.
Reporting and Escalation
COMPANY TECHNOLOGY
We segregate customer information on our servers. In this way, if the server has a problem, your information is protected and we could access it through one of our contingency servers.
Company Technology
OFFICE 365
All employees have access to Office 365 platforms, and have remote access from their Smartphones and other computers. We use the most advanced version of Office, Office Pro E5, which includes additional services such as allowing the use of telephony services, as well as the Security and Compliance portal.
Office 365
TELEPHONY
Having a 100% virtual company means that we could not have landlines either. In this way, we are one of the few companies in Mexico that exclusively uses a PBX in the cloud, connected to Microsoft platforms and already 100% compatible with Microsoft Teams (and Skype for Business).
Telephony
SERVERS IN THE CLOUD
We do not have physical servers, all our servers are in the Microsoft Azure and Amazon AWS cloud. All data is encrypted and when not in use, the servers are turned off to reduce the attack surface.
Cloud Servers
MFA (MULTIFACTOR AUTHENTICATION)
All our systems use access with two levels of security, which allows a hacker or third party to not access our facilities. Each solver has to provide two pieces of information: information that they know (for example, a password) and information that they have (a code sent to the cell phone, an approval from their Smartphone, etc.). This enables unparalleled information security.
MFA (Multifactor Authentication)
DATA ENCRYPTION
All the data we have about your company is encrypted, both on our servers, smartphones and computers. At the same time, all access to information in the cloud travels encrypted via our VPN (Virtual Private Network).
Data Encryption
ACCESS TO FACILITIES
Although no information is stored on physical laptops or servers, access to AG2 facilities is through 3 levels of authentication, both for the physical entrance to the corporate office and to the AG2 office. Your accounting is safe with AG2.
Access to Facilities
CLIENTS
CUSTOMERS
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When AG2 was founded, it was decided to base the company on 3 main pillars: OPERATIONAL EXCELLENCE (best professionals in the sector, control environment / maker & checker), USE OF THE LATEST TECHNOLOGIES (process automation, technological efficiency), but all with a sole purpose: PROACTIVITY AND PERSONALIZED ATTENTION.
We make sure that our processes are efficient, our teams selected for their ability to serve, and we seek to have the latest technologies that allow us to maximize our response time.
CONTACT
Paseo de la Reforma 296, 38
06600, Mexico City, Mexico.
Phone: +52 (55) 416 44 841
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