Financial institutions and major banking corporations face intense pressure to adopt continuous technological advancements. Failing to modernize risks losing a crucial competitive edge to agile challenger banks and fintech firms. To meet that demand without prohibitive internal investment, many are turning to outsourced financial services, which let them quickly integrate AI-driven security and automation into core processes.
Fusion CX has been outsourcing financial services for banks and capital firms, helping them manage risk and build sustainable business practices despite ever-increasing customer expectations and the large-scale digitalization of business processes. With a customer-first approach, we help institutions improve operational outcomes and adapt to a constantly changing industry landscape. Innovation and customer-centricity form the crux of everything we do, helping businesses become more transformative, agile and intelligent in their service delivery.
Our outsourced banking services span continued data accumulation and processing, quality assurance, compliance management, risk management and security, and workforce management, across banking, lending, payments and insurance.
Customer service, complaint management, underwriting and compliance management and customer acquisition for banks and capital firms.
Around-the-clock support in 28 languages, from general inquiries by prospective customers to account closures, ensuring superior support at every touchpoint.
Every complaint registered and followed to a conclusion with urgency, aiming for first-contact resolution and speedy resolution for the rest.
Skilled financial underwriters evaluate loan applications and insurance proposals, using specialized software and accurate data management to clarify every risk.
Customer-focused lead generation and multichannel outbound campaigns that reach prospects matching your desired customer profiles for maximum outreach.
Our four core offerings cover the full financial customer relationship, so no hand-off leaves a customer repeating their story.
Lead generation and multichannel outbound campaigns reach prospects that match your desired customer profiles for banking, lending and wealth products.
Skilled underwriting support evaluates loan applications and insurance proposals, using accurate data management to give a clear view of risk.
24/7 support in 28 languages, from general inquiries by prospective customers to account closures by existing ones, at every touchpoint.
Every complaint registered and followed to a conclusion with urgency, aiming for first-contact resolution and fast resolution for the rest.
Omind AI products bring automation into banking and finance programs, while trained people make every decision about customers' money.
Scores every banking, lending and insurance interaction against your compliance and quality rules, giving risk teams evidence instead of samples.
GenAI voice agents answer routine balance, payment-date and application-status questions around the clock, handing complex requests to trained agents.
Turns customer conversations across business lines into searchable insight, surfacing complaint themes, drop-off reasons and fraud signals early.
The security, reach and resilience outsourced financial services demand.
Card and account data protected by certified controls, including ISO/IEC 27001:2022.
Technical teams keep platforms, channels and integrations running for customers and advisors.
40+ delivery centers in 13 countries keep financial services support running through disruptions.
Heightened compliance monitoring, audit-ready processes and risk controls built into every workflow.
A customer-first partner focused on operational outcomes, not just headcount and handle time.
Fraud prevention, compliance monitoring and automation Fusion CX has delivered for financial and digital commerce clients.
Tell us which lines of business you want to support. A banking and finance specialist will follow up with a scope, compliance plan and pricing.
Perspectives for financial services leaders weighing cost, CX and strategic outsourcing.
The questions banks, lenders and capital firms ask us most often.
A broad range of financial services can be outsourced today. We run customer acquisition for wealth management, investment banking, commercial banking and more. Our services include accounts receivable and payable management, financial reporting, loan closing, funding, financial planning and analysis, bookkeeping, bad debt recovery, credit card operations, customer service, claims processing, portfolio administration, reputation management, fintech advisor support, controller services, fraud prevention and collections.
Along with many advantages, outsourcing banking services brings risks such as reputation risk, privacy law and compliance risk, strategic risk, technology failure, data loss and operational errors caused by a partial understanding of complex financial services. That is why you need a partner with the experience, expertise, infrastructure and technology to mitigate these risks and deliver superior customer support.
Outsourcing saves time, gives you expert assistance and keeps your business current with policies and technology. You gain flexible, scalable resources, secure and confidential services, 24/7 support and custom CX solutions for banking, investment banking and wealth management. It also frees your staff from tedious non-core tasks so they can focus on core offerings and revenue growth.
Fusion CX is a multi-location, multilingual and omnichannel BPM company that can cater to your banking, investment banking or wealth management outsourcing needs. Our financial services CX operates from 40+ delivery centers in 13 countries, and we are PCI DSS compliant for added data security, so we can offer highly secure, compliant and superior CX.
Fusion CX delivers from 40+ delivery centers across countries including the United States, the UK, Albania, Morocco, India, the Philippines, Colombia, Canada, El Salvador and Jamaica. We offer personalized customer solutions with AI-driven technologies, collect and analyze data in real time in line with data protection laws, and bring over 20 years of customer service experience.
Yes. Every business has unique needs, and our flexible, scalable financial services solutions can be shaped to fit yours. Our customer experience management for financial companies also helps you deliver a personalized CX to your customers, supporting better retention, growth and long-term success.
