Banking Projects

Convert Bank Statement to CSV (Text Extraction Only) 140 line

I need assistance in converting bank statement transaction lines from PDF to CSV format. The bank statements are currently in image format, so they may require OCR for text extraction. Only the transaction details should be converted—headers, footers, and totals do not need to be included. Requirements: Extract and format the data into CSV with the following columns: Date Activity Paid Out Paid In Balance Ensure accurate text extraction for each transaction line. I will attempt to provide a PDF where text is directly copyable, which may ease the extraction process for the Activity column. However, please be prepared to handle non-copyable text if needed. Skills Required: Experience with OCR tools (e.g., Adobe Acrobat, Tesseract) and/or PDF to CSV conversion Attention to detail to ensure the accuracy of transaction data Experience with financial/banking data is preferred Budget: Please provide a competitive rate. Timeline: As soon as possible. (1-2 days max) If today (UK Time Tuesday) $50 if tomorrow $40

I need transactional Statement Editor

I require the services of an experienced transactional statement editor to recreate sample bank statements for simulation purposes. The ideal candidate will have extensive knowledge of how financial transactions are recorded on consumer banking statements in the UK. The work entails generating fictitious transaction records for 3 to 6 month periods that mimic real world spending patterns and account activities. A solid grasp of debiting, crediting, interest calculations and balance carry-overs is essential. Sample statements must appear authentic to anyone scrutinizing them for accuracy. The ability to craft convincing narratives through simulated payments, deposits, transfers and fees is key. Historical trends in areas like direct debits, standing orders, cash withdrawals and monthly recurring charges must be methodically replicated across the sample periods. Input regarding typical British banking habits and seasonal fluctuations will be helpful. Non-confidential simulated customer and account details need to be incorporated as required. Past experience in bookkeeping, accounting or a related financial role is preferred. Advanced computer skills and familiarity with spreadsheet/database applications for organizing transaction data is necessary. Draft sample statements must be presented in a clear, professional format for review. The capacity to incorporate feedback and make refinements is important. Attention to detail and commitment to realism are vital qualities for this imaginative yet meticulous role. Only applicants with a proven track record of statement creation or similar work need apply. This is a flexible

Basic website with client area for information

I need a basic website completed for a commodities company. I will have a basic front page with company information, other pages will include procedures for working with the company before client enters the signup procedure. Normally forms would be sent to clients to complete, along with a list of documents required eg passport, company licenses etc. I want to move all this to a client area where they can complete all their personal and business information on a dynamic form, as well as allow them to upload their documents. I need to be able to check the submitted information, and request changes and/or documents as appropriate. I want to be able to keep historical versions of client documents to detect and prevent fraud. All information fields already calculated. Sections of customer area: Individual details + documents Company details + documents Bank details + documents Broker/intermediary + docs (as required) An area to show schedule of delivery and amounts (kg) I want this information to be used to generate a sales purchase agreement and contracts of engagement (templates already present). They will be electronically accepted as well as signed by hand and scanned /photographed back into the client area for record keeping Once transactions begin, I want to keep documents related to each weekly / monthly schedule eg invoice, certificates, permit, packing list (shipment to be stored in a listed format under 'orders section' All information and content already created / ready to be provided. Initially I want basic functionality. Future development not part of this to include invoice generation, link with shipping agents, link with banking partners etc. Edit 1. Future consideration to have a mobile app version of the site to ease user experience.

Marketing plan for Hong Kong Investors

I need a succinct and clear marketing strategy for a very specific project My company needs to find new clients in HONG KONG who own property in ENGLAND UK for our property management company These people are HNW investors and EXPats working in Banking, Legal and Finance sectors I would like a document that looks at the strategic way we would go about this. We obviously know where these people are and we know about all the different marketing channels open to us so I am not looking for a strategy that just tells us to post on social media and do some blogs Its not where to post I am interested in it is WHAT to post What I want is specific strategies on how to ENGAGE these people and I am keen to have research on what content we should be producing and how to produce that content Many Thanks Paul www.prophome.co.uk

Grant Writer | Proposal Writer | Fundraising & Grant Proposal

Results-driven professional with over 6 years of experience in business development, grant proposal writing, and donor engagement in international NGOs & NPOs. Adept at coordinating cross-functional teams, and securing multi-year funding commitments. focus on uncovering funding opportunities and crafting proposals that resonate with donor priorities and align with guidelines. My educational foundation in Accounting and Banking from Assiut University underpins my ability to develop program budgets effectively, while certifications like Primavera P6 equip me with the tools to oversee projects with precision. Being multilingual in Arabic and English facilitates my engagement with diverse stakeholders.

Professional translations English -> German

Summary: - need native German speaker - financial services / Investment / Banking experience - we will provide professionally written texts in English - type of text: blog posts (1 per week) and white papers (1 per quarter) Job Spec We seek a highly skilled German translator to convert our professionally written English financial texts into polished German. Industry: financial services / investment banking. We produce one blog post per week covering topics like market trends, economic factors and portfolio strategies. Additionally, one in-depth white paper analyzing a specific issue or opportunity is created each quarter. Both require nuanced understanding of specialist terminology and concepts to accurately convey complex ideas to a German audience. The ideal candidate possesses native fluency in German with a minimum of five years experience in financial services translation. They will translate blog posts (500-750 words) and white papers ranging from 1500-3000 words each. Texts cover subject matter like portfolio management, investment vehicles, macroeconomics and regulations. Familiarity with this field's linguistic conventions and ability to research unfamiliar terms is essential. This role is perfect for a highly skilled, independent translator passionate about financial topics. While we provide the original English content, the translator is responsible for producing error-free, culturally sensitive German texts that fully capture the intended message and tone. A process of review and revision may be required to refine translations before publishing. Right candidate will have proven ability to handle specialized business communications with precision and care.

Web App project looking for CTO

Hi, I'm looking for a Chief Technology Organizer profile for a web application in the accounts sector. Mostly it's an invoicing software, but applied to a specific industry. It's something classical but with all the customization needed in the sector. The highlight of the app is automation. Profile needs to have good knowledge in the below fields : - Full Stack - UX/UI - Database - Mail server - Any other techno needed for the realization of the project. The web app will be interacting with external softwares (accounting software, e-banking, etc) through API, with users through emails notifications. The web server should be able to prove security and confidentiality for the users and their data. UX/UI needs to be refined and attractive in terms of esthetics. But also very easy and efficient (obviously). Profile should be able to quote the project, and give an estimation of the timeline. He or She should be able to hire the wright people and manage them. Full detail of the app (on it should work) will be given in a later stage. Thanks !

School coding project , simple banking system

Need you to make a simple banking system Deploy the front-end Internet Banking System using ASP.NET & MSSQL and host the application on the cloud. It should cover a wide range of functions and features below Customer can View balance Pay bills Transfer funds Generate bank statement with debit, credit and running balance. Deploy the back end processing Internet Banking System using ASP.NET & MSSQL. The back end system will assist the administrator to manage the day-to-day routine running of the system as below: Encrypting sensitive data Block user login Reset user password above is the coursework requirement, for the server setup you can teamviewer to set up in my computer. attached with bank statement sample , for how the statement in the system have to looks like. Flow Start 1. Admin generate 16 digit atm card number for customer 2. Customer Register on website with 16 digit atm card number 3. Customer create userID and Password to log in. end

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Marketing Videos

- Videos in English and Videos in German - 2 types of videos (shorts and webinars) The first type of video we require is a short video, lasting 1-3 minutes, which will be produced on a monthly basis. We will provide the script and any necessary information for the video, and the production company will be responsible for filming, editing, and adding any necessary graphics or animations. The second type of video we require is a webinar, lasting 10-20 minutes, which will be produced on a quarterly basis. The webinar will cover a specific topic related to our business, and the production company will be responsible for filming, editing, and adding any necessary graphics or animations. We are looking for a production company that has experience producing marketing videos for businesses in the same industry as ours (Finance/Investing/Banking). We require the production company to have a strong understanding of our brand and our target audience, and to be able to create videos that are engaging, informative, and visually appealing. In addition to producing the videos, we also require the production company to provide us with the final video files in a format that we can use for our marketing purposes. We require the videos to be delivered on time, and to meet our quality standards. We are looking for a production company that is willing to work with us on a long-term basis, and that is able to provide us with competitive pricing. We are also interested in working with a production company that has a strong track record of producing successful marketing videos for businesses in our industry. If you are interested in bidding on this project, please provide us with a detailed proposal that includes your pricing, your experience producing marketing videos, and any examples of your previous work. We will review all proposals and select the production company that best meets our requirements."

Required Wordpress website

We are seeking a talented WordPress developer to create a website for our business. The website will have a home page, services page, and additional pages as needed. We have the logo, home page sections, and services ready, and the content for each service is complete. We are looking for a developer who can suggest the best possible images (infographics) for each page and develop the website on time. We hope to have the website ready by the third week of July 2024. If you are a skilled WordPress developer and are interested in this project, please submit your proposal with a portfolio of your previous work. We look forward to hearing from you and seeing your ideas for our website. Home Page: https://preview.themeforest.net/item/enfold-responsive-multipurpose-theme/full_screen_preview/4519990 Services Page: https://www.uipath.com/solutions/industry/banking-automation

Accountant for historical bank records research

Seeking someone who can research back about 20 years, and find my UK, Nat West, bank account records. As I'm sure there must be banking errors, and still be holding funds belonging to me. I don't have any records remaining, no account numbers. I had up to 20 different bank accounts with Nat West bank, many at different branches which were business related, but just one or two personal bank accounts. All I can offer is my name and my address at that time for your searches. I departed the UK in 2021 and living abroad ever since. Can you research back that far... what can you do for me? Only UK based advisers need apply to this job posting. Thank you

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Consultancy Research

I need a consultant/research specialist with the ability to design, conduct and analyse semi-structured interviews with 6-8 banking executives (senior managers/leaders) in the retail banking space with the focus on the impact of AI. If you have experience designing and conducting research and can access a sample of banking executives (ideally UK /US or European) to take the interviews - please contact me. I will need to discuss the software and methodology of analysis in advance to but can offer a generous flat fee of £250.

opportunityurgent

Media List Creation - Online research and list build

I need help building a targeted media list for Financial Services Publications (Banking, Investment Management, Wealth Management, Insurance) and FinTech/RegTech. I need an Excel spreadsheet creating and populating with Media name, Sector (as above), Editorial Contact Name and Editorial/News email address(es). I have a list of 60 email addresses (not in a spreadsheet) missing the media name and sector. This needs adding to a spreadsheet and the missing details adding. (Websites easily found via the email domain name). I have some other media I know the name of but don't have the editorial/contact details for - need adding to the spreadsheet. I have a list of around 20 relevant events (links to their sites) to check the media sponsors I will also supply keywords for you to search to see if you can identify any other relevant media. Initially this is for the UK/Europe - but subject to timing I may ask to also include other regions (e.g. US/Canada, Singapore, Australia, Middle East).

Make changes to bootstrap theme as per requirement - urgent

Hi need a coder web developer to make some changes to a bootstrap theme https://themeforest.net/item/finapp-wallet-banking-html-mobile-template/25738217 I have purchased this I need to make changes to how I want it to appear. This include changes to current template and remove of some options

WordPress Plugin Development

The project focuses on eemail transfer paayment. This is a paayment option only available in baanks. This is a method where customers would log into their online baanking, and they would use INTERACT EMAIL TRANSFER option to send paayment via eemail. Having you create a plugin to make it a simple process would be my best interest. Here's a quick rundown on how the old process works: - Merchants display an eemail address and desired password on their paayment page - Consumers sign into online baanking (off-site) and add the merchant as a Payee using the displayed eemail address and password - Consumers initiate a transfer (amount from shopping cart) to the merchant from their Payee List - Recipients (in this case Merchants) of the e-Transfers receive a notification via email of a pending payment - The Merchant clicks on the link from the eemail and signs into online banking to accept the paayment and direct the funds to the appropriate account - The Merchant creates a list of the received e-Transfers and cross-references the names, eemail addresses and amounts to ensure they correspond with orders - Merchant ships orders with successful paayment and reaches out to customers who did not complete the process. I would like for you to create a plugin that works automated like this - Merchants enter desired eemail address and generate a password PremierPay's gateway - Consumers directed to online baanking (off-site) from paayment page and add the merchant as a Payee using the displayed eemail address and password - Consumers initiate a transfer (amount from shopping cart) to the merchant from their Payee List - PremierPay receives live notifications of completed transfers and reconciles the orders automatically - If Merchant is integrated with PremierPay's API through their shopping cart platform, order status is updated Merchant ships product.

Search & Apply for Jobs for me

Looking for a skilled professional to assist me in my job search. I am seeking a new opportunity in the financial industry, with a background in Private Banking, Compliance, and Financial Crime. Due to my current full-time work commitments, I have limited time available to complete applications. The tasks I require assistance with include: 1. Reviewing job listings that align with my experience and qualifications. 2. Completing job applications, including questionnaires. 3. Creating job board profiles and company career page profiles, if needed. 4. Tracking all application progress on an excel spreadsheet. If you possess the necessary skills and expertise to undertake these tasks effectively, I would be delighted to hear from you. Please provide your rate for the project, a timeline for completion and how many applications you’ll be submitting on a weekly basis. Thank you for your consideration, and I look forward to the opportunity to work with you. No AI Generated responses please.

Help sourcing a reading list and summarising

I need someone with access to academic books and journals to help me source a reading list and ideally provide me with a summary for each book/journal article with key insights. The topic is 'How is AI enabling or disrupting traditional retail banking models in the UK'. I can provide a basic reading list but need someone to build on this. I can offer between £50-70 depending on the quality /volume of references. I will also need a list of references in Harvard Referencing

Research consultancy pitch script writer needed

I am seeking a minimally Masters-educated research/consultancy pitch specialist to write a compelling script to accompany my presentation on the topic of how Artificial Intelligence (AI) is disrupting or enabling traditional retail banking models. The script will be used to guide the narrative and provide detailed explanations for each slide of the presentation. Scope of Work: The freelancer will be responsible for crafting a narrative script that effectively communicates the key points of each slide in the presentation. The script should be engaging, informative, and tailored to the target audience, which includes stakeholders in the banking industry and potential investors. Deliverables: A script for each slide of the presentation (approximately 20 slides) Each script should be concise, with an average length of 100-150 words per slide The script should include compelling storytelling elements and clear explanations of key concepts The script should incorporate relevant data, statistics, and examples to support the presentation's arguments The final deliverables will be in a Word document format Timeline: The project timeline is flexible, with an expected completion date within 1-2 weeks from the start date. However, I am open to discussing timelines based on the freelancer's availability.

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Ghost writer for a full book 50,000 words

Me and my best friend had a difficult upbringing and now we are pretty successful in our own rights one in business the other in corporate uk a VP got a big banking firm We want to write a self help book about getting ahead against all adversities We need a ghost write to help us every step of the the way please contact me let’s work