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Fintech Financials
CX Outsourcing for Financial Services and Fintech
Build compliant, high-performance CX programs trusted by banks, lenders, insurers, and fintech platforms, backed by teams that understand what's at stake when every interaction is regulated.
The Numbers Behind Every Financial Services Program We Run
64.5%
client satisfaction rate and NPS across our portfolio. Financial services clients measure everything, and so do we.
#1
partner for 90% of our multi-vendor financial services clients, the ones who can compare us directly against the competition.
10 years
average tenure for the ops leaders running our financial services programs. Continuity that matters when regulatory stakes are high.
A single mishandled collections call can trigger a regulatory complaint. A billing dispute handled without empathy can become a chargeback that becomes a public issue. In financial services and fintech, the cost of a bad customer interaction extends far beyond that interaction itself. The downstream exposure is what keeps operations leaders up at night.
The teams running your customer programs need to understand that before they pick up the phone. What separates programs that hold from programs that create liability is the quality and continuity of the people executing them. Compliance certification is a starting point. The real differentiator is who shows up every day, how long they've been doing this work, and how well they know your program. With over 30 years in financial services CX, our ops leaders average 10 years in their roles. The agents running some of our longest-standing programs have been with those accounts for 15 to 20 years. We deploy in 30 days, and we stay.
Trusted by Leading Brands
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Services
How We Support Every Stage of the Financial Services Customer Lifecycle
From first contact to final resolution, we operate across the full range of financial services interactions. Each program is built for the regulatory requirements and customer expectations of your specific line of business.
Customer Support & Billing Resolution
We handle inbound customer service, billing inquiries, billing disputes, and payment processing for banks, lenders, insurance carriers, and fintech platforms. Every interaction is executed by agents trained in the regulatory environment of your product and the compliance requirements of your industry, so the support your customers receive is accurate, documented, and defensible.
Collections & Revenue Recovery
Early-stage and late-stage collections, first-party and third-party programs, promise-to-pay management, income verifications, credit assessments, rebilling, and credit bureau reporting, delivered by teams that understand both the financial and human dimensions of the recovery process. We're licensed in every required state and operate under PCI-DSS v4.0 and SOC 2 Type II at every stage.
Fraud Prevention & Risk Operations
We investigate fraud cases, manage fraud prevention workflows, and run compliance audits for financial services programs where accuracy and documentation quality are non-negotiable. Our teams are certified under PCI-DSS v4.0, SOC 1 Type II, and ISO 27001:2022, and our AI-enabled work environment includes real-time identity verification and compliance monitoring across all delivery locations.
Loan Servicing & Financial Account Operations
Loan servicing, cash application, financial monitoring, A/R management, and invoicing services are handled by back office teams with the precision and compliance awareness that financial operations require. We support the workflows that keep your financial products running cleanly, so your internal teams can focus on the decisions that require human judgment.
Revenue Growth for Fintech & Financial Products
Inbound and outbound sales, consultative selling, upsell and cross-sell, and account management for fintech platforms, lending products, and financial services portfolios. We build sales programs that are compliant by design, with agents trained on your product, your regulatory environment, and the specific objections that come with selling financial services to customers who have heard too many promises.
Awards & Recognitions
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Here's What Working With Us Looks Like in Practice
Compliant
Our financial services programs operate under PCI-DSS v4.0, SOC 1 Type II, SOC 2 Type II, and ISO 27001:2022. Those standards are embedded in how we train agents, document interactions, manage data, and audit performance. When a regulatory body asks your outsourcing partner for records, ours are ready.
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Tenured
The ops leaders managing your program have averaged 10 years in their roles. The agents running some of our longest-standing financial services accounts have been with those programs for 15 to 20 years. That kind of continuity reflects a culture that builds people into programs and builds programs that clients keep.
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AI-Powered
Most financial services companies cannot tell you with precision why customers are still calling after self-service investment. We can. Insights iQ analyzes 100% of interactions, using large language models to identify intent, map call drivers, and surface the actual friction points in your billing, dispute, or servicing workflows. That level of specificity gives your CX and product teams data they can act on, grounded in what's actually happening inside your program.
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Scalable
Financial services volume is not steady. Rate changes, fraud events, regulatory deadlines, portfolio acquisitions: these create spikes that a fixed staffing model cannot absorb. We burst by up to 500% across regions when volume demands it, with surge teams trained and certified to the same standards as your core program before they handle a single interaction.
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Tell Us Where Your Program Is Under Pressure
Whether it's compliance risk, collections performance, or customer experience at scale, describe your situation, and we'll show you how we've solved it in financial services before.
Case Studies & Trends
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Every stage powered by AI — from first hire to higher performance.
Start with insights. Build toward outcomes. Scale what works.
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FAQ
Frequently Asked Questions
