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Empowering Growth through Global Talent Solutions

Building a high-performance team is tough in today’s market. BOLD Business solves this by delivering top-tier global talent and expertise that fuel growth and optimizes your costs.

Administrative & Back Office

We provide expert data entry, cleanup, and management to keep your information accurate and organized. Our virtual assistants handle admin tasks, while executive assistants and chiefs of staff offer high-level support to leadership. In Healthcare, our revenue cycle services manage credentialing, payor enrollment, coding, virtual nurses, and more. From Recruiters and payroll to document management, we cover your back-office needs.

Services:

  • Data Entry and Document Management
  • Virtual Assistants & Executive Support
  • Project Management and Process Improvement
  • HR Administration & On Boarding
  • General Back-Office Support

Asset & Wealth Management

BOLD drives capital formation and business development by specializing in lead generation, investor qualification, outbound prospecting, deal execution, and data-driven insights to engage investors and stakeholders. Our team has relationships with a wide variety of investors across the Wealth Advisory, Family Office and institutional community. From capital formation and go-to-market strategies to CRM management and investor outreach, we equip you to attract investors and scale effectively.

Services:

  • Capital Formation
  • Lead Generation and Investor Outreach
  • Investor Relations Support
  • Go To Market Marketing Materials
  • CRM & Database Management
  • Sales & Virtual Assistants
  • Investment Research & Due Diligence
  • Performance Attribution & Analysis
  • Financial Modeling and Analysis

Business Development & Sales Support

We offer a range of sales support services to help companies achieve their revenue goals; lead generation, inbound and outbound outreach, appointment setting, sales development, business development, and market research. By leveraging BOLD’s expertise and talent, companies can upgrade their sales process, more quickly identify and target qualified prospects, and close on higher probability prospects.

Services:

  • Lead Generation, Outbound Sales & Cold Calling
  • Sales Assistants & Sales Development Specialists
  • CRM Management & Data Enrichment
  • Sales Reporting & Performance Tracking
  • Pipeline Management & Forecasting
  • Appointment Setting
  • Business Development Managers
  • Industry & Market Research
Enhanced with AI

Customer Service & Call Center Solutions

Our team of highly trained customer support representatives is available 24/7 to assist customers with a wide range of issues. We provide inbound sales support to help businesses convert leads into paying customers. Our data enrichment and analysis services enable businesses to gain valuable insights from their customer data, which improves customer experience and informs your approach. We also offer CRM and database management services to help businesses efficiently manage their customer relationships and data.

Services:

  • Inbound and Outbound Call Handling- 24/7 Bi-Lingual
  • Live Chat and Email Support
  • Technical Support and Troubleshooting
  • Appointment Scheduling and Reminders
  • Customer Surveys and Feedback Collection
  • Help Desk and Ticketing Support
  • Order Processing and Fulfillment
  • Billing and Payment Assistance
  • Data Enrichment & Analysis
  • Customer Database Management
Enhanced with AI

Digital Marketing

We offer comprehensive digital marketing solutions to help businesses build a strong online presence and reach their audience effectively. Services include website and mobile design, search engine optimization (SEO), pay-per-click (PPC) to boost traffic, content creation to engage customers, and social media management to drive brand awareness. With Bold’s digital marketing, companies enhance visibility, attract leads, and drive conversions.

Services:

  • Website & Mobile Design
  • SEO & PPC
  • Brand Awareness & Engagement
  • Social Media Management
  • Content Creation

Finance & Accounting

Our team of experienced professionals, including bookkeepers, chartered accountants, CPAs, and controllers, is dedicated to delivering accurate and reliable financial services. We offer a wide range of services, including financial reporting, payroll management, audit support, accounts payable and receivable, tax preparation, and budgeting and forecasting. We help businesses optimize their financial operations and make informed decisions based on accurate data and reporting.

Services:

  • Chartered Accountants, CPA’s & Controllers
  • Bookkeeping and General Ledger Management
  • Financial Reporting and Analysis
  • Accounts Payable and Receivable
  • Payroll Processing and Management
  • Tax Preparation and Compliance
  • Budgeting and Forecasting
  • Reconciliation Services
  • Audit Support and Preparation
  • Expense Management and Processing
  • Cash Flow Management

Healthcare Support

BOLD provides comprehensive healthcare solutions designed to streamline operations and enhance patient care. Our services include credentialing, payor enrollment, and medical coding to ensure seamless compliance and accuracy in administrative processes. With expertise in customer contact, appointment scheduling, and call center operations, we also offer virtual nursing, healthcare recruiting, billing, insurance verification, claims processing, and telehealth support, delivering end-to-end solutions for efficient and effective healthcare management.

Services:

  • Credentialing, Payor Enrollment, Medical Coding
  • Customer Contact, Appointment scheduling,
  • Call Center
  • Virtual Nurses
  • Healthcare Recruiting/Human Resources
  • Claims Processing and Denial Management
  • Patient Scheduling and Appointment Reminders
  • Medical Transcription Services
  • Clinical Data Entry and Management
  • Telehealth and Virtual Care Support
  • Billing, Insurance Verification and Pre-Authorization

IT & SaaS

BOLD also provides IT and Operational Support services to assist businesses with their technology and operational needs. Our team includes CAD Designers & Architects experienced in AutoCad, CET, and other software, NOC Engineers who monitor and manage network operations, Software Developers who create custom solutions, IT Support specialists who provide technical assistance, Project Managers who oversee IT projects, and General Back Office Support personnel who handle administrative tasks. With our IT Operational services, businesses enhance their technology infrastructure and optimize operations.

Services:

  • CAD Designers & Architects including AutoCAD 
  • Software Developers, NOC Engineers Software Development
  • IT Support
  • Project Managers
  • Help Desk and Technical Support
  • Cloud Management and Support
  • IT Infrastructure Management
  • Data Backup and Disaster Recovery
  • System Integration and Migration
  • Database Administration
  • DevOps and Automation Support
  • Network Monitoring and Management
Enhanced with AI

What’s Next? Steps to Success

01

Strategize

Connect with a BOLD Advisor to determine your needs and goals.

02

Implement

We’ll design and launch a detailed solution.

03

Grow

Together, we’ll help your business succeed!

How can we help?