Secure, Compliant CX for
Banking, Fintech, and Insurance

Multilingual support, KYC, claims processing, and onboarding services for financial institutions, digital platforms, and policyholders.

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What’s Holding Finance CX Back?

The finance industry requires secure, fast, and multilingual service. Our financial services BPO model helps you meet these expectations without increasing internal overhead.

High cost of onboarding and KYC compliance
Delays in claim processing or account setup
Data privacy & fraud risks in digital support
Global user base without multilingual service

What We Handle For You

24/7 Multilingual Customer Support

Assist customers with account questions, transactions, and service updates in any language.

KYC & AML Checks

Support ID verification, risk flagging, and regulatory compliance processes.

Account Setup & Digital Onboarding

Guide customers through registration, authentication, and first-time use.

Claims Processing for Insurance Providers

Manage policyholder claims with accuracy, transparency, and compliance.

Transaction Disputes & Chargebacks

Resolve disputes, validate claims, and support fraud investigations.

Compliance-Aligned Chat & Email Support

Deliver secure, audit-ready responses to sensitive financial inquiries.

Need A Single Expert Or A Full Team For Your Project, We Deliver.

Trusted by Fintechs, Banks & Insurers Worldwide

GDPR, PCI-DSS, PSD2 Compliant

Finance-Trained Support Teams

High-Security Infrastructure

Seamless CRM/API Integrations

Multilingual Coverage

Human + AI Support Flexibility

From KYC to Claims - We Support Every Step

Pre-Onboarding & Document Review

Assist clients with paperwork, uploads and readiness before account approval.

Identity Verification & Approvals

Support secure ID checks, KYC steps and real-time onboarding approvals.

First-Use Platform Guidance

Guide users through logging in, navigation and first platform actions.

Claims Intake & Follow-Up

Handle insurance or transaction claims with clear updates and fast response.

Fraud Alerts & Dispute Management

Support users through alerts, flagging and managing dispute resolution.

Policyholder or Client Retention Touchpoints

Keep clients engaged with helpful reminders, upsells and personalized contact.

Recommended Service Models

Recommended Service Models

AI Chat Bot
Human Agents
Video Support

We recommend Human + Video Support for trust-building and frictionless onboarding in finance and insurance.

How We Work With You

Scaling with the right partner means more than just filling roles. It’s about building a team that knows your business, speaks your language, and delivers results. From onboarding to optimization, here’s how we make outsourced operations feel in-house.

Compliance Review & Workflow Design

Align processes with financial regulations and internal standards.

Secure Systems Integration (APIs, CRMs)

Connect core tools for secure, real-time operations.

Team Training in Finance Protocols

Agents are trained in compliance, privacy, and workflows.

Go Live with SLA Oversight

Launch with clear benchmarks and quality controls.

Weekly Reporting + Optimization

Monitor performance and refine for accuracy and speed.

Regulatory Audit Readiness Support

Stay audit-ready with full traceability and documentation.

Real Results, Real Growth

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FAQ

Are your services compliant with finance and insurance regulations?

Yes. We’re certified for GDPR, PCI-DSS, and PSD2, and work in compliance with financial and insurance standards worldwide.

KYC/AML processes, multilingual CX, claims support, onboarding, chargebacks, and secure document handling.

Absolutely. We support 25+ languages with finance-trained agents.

We integrate with Salesforce, Zendesk, Temenos, Mambu, Guidewire, and proprietary fintech/insurtech APIs.

Yes. We manage end-to-end claims workflows from intake to resolution, with transparency and compliance.

Let’s Build Your Team, Together

Book a free consultation and explore how our tailored outsourcing solutions can help you grow faster, serve better, and scale smarter.

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