The financial industry is one of the most heavily regulated industries in the world, and for good reason: the stakes are high and the potential for harm is tremendous. Financial companies face ongoing challenges in risk management, brand reputation, strategy, data loss and technology failure, which makes customer support a critical function.
Your customers rely on you for accurate, up-to-date information about their accounts and transactions. If they cannot get the help they need, they will take their business elsewhere. Partnering with a reliable, secure provider of outsourced customer support lets you focus on your core business goals, knowing your customers are in good hands with our financial services call center solutions.
From third-party verification to troubleshooting online transactions, we deliver what you need without extra complexity. Financial service providers and investment brokers live and breathe money, and fast, professional service is a necessity, not a luxury, for your customers. That is why we solve customers' problems rather than applying a quick fix, supporting banking, payments, lending and fintech brands with omnichannel service that drives brand-passionate loyalty.
Front-office, compliance and back-office support for firms that live and breathe money.
Multilingual, omnichannel support that resolves every issue on a priority basis and lifts your brand value with each customer interaction.
Round-the-clock compliance and complaint hotlines designed around your regulatory obligations, reporting needs and escalation requirements.
Advanced collections software and experienced agents manage, follow up and close cases efficiently, recovering funds without hurting the customer relationship.
Stringent security tools and trained agents help detect and prevent fraud, stopping fraudsters and keeping every customer experience safe.
Policy evaluation with specialized software and actuarial data, giving customers a clear understanding of which insurance best suits them.
Back-office operations, from call handling to appointment scheduling, managed by experts so you can focus on your core competencies.
Payment processing questions, failed transactions and account updates handled quickly and securely for payments providers and their merchants.
Application guidance, status updates and servicing questions for loan and financing customers, from first inquiry to final repayment.
Financial support is only as good as its controls. We design the program around your regulatory duties first, then around volume.
We document the regulations, disclosures, complaint rules and recordkeeping duties behind each contact type before a single script is written.
Agents are hired as financial services specialists and complete product, compliance and fraud-awareness training before they take live contacts.
Compliance and complaint hotlines get their own queues, logging standards and escalation paths to your risk and legal teams.
AI QMS reviews every interaction, and monthly reports show complaint themes, compliance exceptions and the fixes already in progress.
Omind AI products humanize digital transformation, and people make every decision that affects a customer's money.
Scores every financial services call and chat for identity checks, required disclosures and complaint handling, flagging risky conversations for review.
GenAI voice agents answer balance, payment status and transaction questions at any hour, routing disputes and fraud concerns to trained agents.
Turns customer conversations into structured insight on complaint drivers, fraud patterns and product friction for your risk and product teams.
Compliance, security and a human touch across every channel.
Phone, chat and email support designed to meet your customers wherever they are.
Industry specialists trained to navigate financial regulation and policy with a human touch.
PCI DSS and ISO/IEC 27001:2022 controls protect your business beyond what the law requires.
AI-enabled technologies integrated to your needs, with high-touch service across every digital space.
Sign-ups, payments, financing and loans supported from first inquiry to successful service.
Fraud prevention, compliance monitoring and AI work Fusion CX has delivered for clients in financial and digital commerce.
Tell us about your customer support, compliance or back-office needs. A financial services specialist will follow up with a scope, transition plan and pricing.
Perspectives for financial companies scaling secure customer support.
The questions financial companies ask us most often.
Whatever service you need, you can find a professional financial services partner to get it done. We offer a diverse portfolio of outsourced services for financial institutions, including support for wealth management, investment banking, commercial banking and bookkeeping, along with accounts receivable and payable management, financial reporting, loan closing and funding, and much more.
Outsourcing streamlines complex and lengthy processes, keeps track of repayments and defaults, and puts integrated, automated systems to work. It reduces expenses and increases efficiency, provides data security assurance and expert assistance, keeps policies and technology up to date, and gives you scalable, flexible resources with the highest levels of security and confidentiality.
Yes. Outsource your contact center needs to Fusion CX and we will handle the needs of your banking and financial services business. We operate 40+ delivery centers in 13 countries, so our multinational BPO can cater to all your call center needs, and our PCI DSS compliant financial services call center keeps your data secure while delivering an outstanding customer experience.
We provide personalized solutions driven by AI technologies for outsourced financial services customer support, from 40+ delivery centers worldwide. If you have questions about data protection laws, we are happy to help. We have provided customer service for more than 20 years and know how to deliver the quality you need, so your customers and brand are safe with us.
Yes. You may share your competitors' financial service needs, but your products are different. Our flexible, scalable financial services call center solution accommodates your business and delivers the right-sized program, whether that is customer support outsourcing or another of our financial services, and our team always keeps your best interests in mind.
