CX solutions for banking services

Accelerate the successful completion of customer inquiries for the banking sector.

22
years in operation
13
countries
40+
delivery centers
28
languages
98%
client retention
Re-imagine banking CX

Customized, efficient and effortless support for banks.

With the change in business environment, banking institutions must ensure they are catering to the needs of their customers. Customer demands are dramatically transforming, innovation cycles are getting shorter and a rapid influx of digital solutions keeps raising expectations. Banks need a partner at their side that can keep pace, and as a specialized banking BPO, Fusion CX has worked with banks and financial institutions for more than 20 years to deliver dependable customer support.

Today we support numerous banking institutions worldwide. They can rely on the Fusion CX global workforce delivering customer service in 28 languages across conventional and digital channels. Our omnichannel, multilingual teams are augmented with automation to ensure great experiences, from everyday account inquiries handled by our banking call center solutions to loan processing and card support.

As digital disruption continues to transform banking, we act as a strategic partner in customer services outsourcing for banking services: sharing the rewards and risks, and bringing technological mastery, a global outlook and the ability to deliver exceptional CX.

What we help you achieve

  • Lower costs in standard, non-differentiating processes through economies of scale
  • More focus on core capabilities, with access to automation, data and AI analytics expertise
  • Faster time to market for new digital banking products and services
  • Earlier loan closures supported by skilled, experienced back-office loan processors
Woman reviewing her bank account on a tablet at a café
Hybrid, digital-first contact center
Phone, chat, email and messaging handled by one team that follows the customer across the whole banking cycle.
Banking team collaborating in a modern office
PCI DSS from day one
Transition program

Moving bank support to a partner, without the risk.

Banks cannot afford a dip in service or a gap in controls during a transition. Our four-stage plan is built around both.

01

Discovery and control mapping

We document call types, authentication steps, disclosures and escalation paths, then map each one to your risk and compliance controls before hiring begins.

02

Secure environment build

Clean-desk floors, masked card entry, role-based access and recorded lines are set up and tested against PCI DSS and ISO/IEC 27001:2022 requirements.

03

Pilot and nesting

A small team handles live traffic under close supervision, with every interaction scored by AI QMS until quality and handle time hold steady.

04

Scale and optimize

Volume moves over in planned waves, while weekly reviews tune staffing, scripts and self-service so service levels hold as volumes grow.

The Fusion CX factor

Why banks choose us.

The coverage, controls and flexibility a regulated banking program needs.

Banking support team celebrating with a high-five
01

Multichannel coverage

Phone, email, chat, SMS and social handled by one team, with a single view of each customer.

02

Improved CX

Banking-trained agents and AI-scored quality help resolve inquiries on the first contact.

03

Flexible workforce

Staffing scales for rate changes, product launches and statement cycles without long hiring delays.

04

Data and analytics

Interaction data turned into insight on why customers call, what drives complaints and where to automate.

05

PCI DSS and ISO/IEC 27001:2022

Card data and account details protected by certified controls, audited processes and secure delivery floors.

06

Trained experts

Highly qualified, banking-skilled staff with accumulated knowledge who also help safeguard the security and stability of your records.

Case studies

Results from fraud, lending and AI programs.

Risk, compliance and automation work Fusion CX has delivered for clients in financial and digital commerce.

Talk to a specialist

Talk to a banking CX specialist.

Tell us about your banking support needs. A banking CX specialist will follow up with a scope, transition plan and pricing.

Smiling banking agent in a headset gesturing while on a call

    Phone

    Preferred delivery location

    Related insights

    Banking CX, from our blog.

    Perspectives for banking leaders modernizing customer support.

    FAQ

    Banking outsourcing questions, answered.

    The questions banks and credit unions ask us most often.

    Why is customer service important for banks?

    Customer experience strongly influences which bank people choose and whether they stay. Research shows that 75% of a group of surveyed people would pick their banking provider based solely on positive customer experience, which makes outstanding customer service crucial for customer retention in banking institutions.

    Banking outsourcing can improve products and services, free up overworked or underutilized staff, reduce expenses and give customers more for their money. It also helps banks keep pace with capital, financial reporting and corporate governance obligations under the regulatory environment while a specialist partner handles day-to-day customer support.

    Banking BPO is a specifically designed sourcing approach that banks and lending institutions use to support account servicing activities and the business acquisition associated with the customer lending cycle, from applications and onboarding through servicing and collections.

    Partial outsourcing can reduce risk in several ways. It lets you focus more on your main lines of business, save money and resources, and cut back on overhead costs. You also benefit from your partner's risk management and business continuity planning, and you gain staffing flexibility.

    Our banking BPO operates from 40+ delivery centers in 13 countries. Along with this global delivery model, we provide multilingual and multichannel support to banks and credit unions. We are PCI DSS compliant to ensure data security, offering customers a safe and secure experience.

    We deliver banking customer support from locations including the United States, Canada, Mexico, Colombia, Jamaica, the United Kingdom, Albania, Kosovo, Morocco, India, the Philippines, so you can serve customers in their own region, time zone and language, with 24/7 coverage where you need it.