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Finance

Captivating Consumer Trust and Preference

The Banking, Financial Services, and Insurance (BFSI) landscape is evolving rapidly. This evolution is driven by the accelerated adoption of digital services and innovative technologies emerging. Companies in this sector are now faced with critical challenges, based on their profile:
  1. Legacy Banks and Insurance Companies face a competitive threat from digital-native disruptors such as FinTechs. These digitally savvy competitors are gaining market share by leveraging a more in-depth understanding of the digital customer journey.
  2. FinTech companies need a scalable CX framework to provide customers with personalized and secure services. Gaining customers’ trust will be key for these companies to increase market share and ensure sustainable growth.
 
 

What we offer:
Next Generation Services

Our specialized multilingual agents are trained in rigorous security protocols, compliance, and regulations. We use proprietary simulation platforms to develop our teams’ skills in banking systems and methodologies. In addition, we merge customer data and predictive analytics to anticipate your customers’ needs and concerns.

Connect with customers consistently and securely across multiple channels. Our omnichannel platform integrates live agents, AI, and automation for process optimization and agile interactions.

Mundane tasks, such as customer information input and account verification can be automated. Providing a timely, seamless experience for customers and having a positive impact on cost reduction.

How we can help:

Customer service

Loans - personal, automobile, and mortgage

Credit and debit card management

Banking account

Credit applications

Transaction verification

Remote payments

Invoicing

Policy inquiries

Documentation requests

Customer complaints

Sales

Bank portfolio (B2B2C)

Cross & Upselling services

Policy sales

Renovation

Lines of credit

Collections

Past-due loans

Personal and business loans

Outstanding premium policy

Back-Office

Internal back-office processes: document management

Document scanning

Analysis and validation

Account creation

Credit application

Payroll loans

Cards

Mortgages

Policy issuance

Claim processing

Invoicing

Do you want to know more?

Contact us!

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