Offer customer experiences that pay dividends

  1. Industries
  2. Fintech & Financial Services
Fintech & Financial Services

Turn CX into your greatest asset

With rising expectations, there's never been a better time for financial services and fintech brands to invest in a high-tech, high-touch customer experience (CX). Give your customers that payday feeling every day of the week with our digital CX solutions and next-gen tech.

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Widen eyes and wallet share

Industry leaders bank on our winning combination of people, processes and technology to yield emphatic results. Let's elevate customer experience for financial services and fintech.

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    Flexible scaling

    Adapt to markets, trends and customer expectations by scaling your operations with our CX specialists. On-shore, near-shore or off-shore, on-premise or remote, we've got the resources and infrastructure to deliver.

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    Industry expertise

    Brands trust our 18+ years of earned industry experience and understanding of regulatory requirements, like those detailed by the Federal Financial Institutions Examination Council (FFIEC), Payment Card Industry Data Security Standards (PCI DSS) and a number of other stipulations.

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    Bullish on tech

    With the right technology, you can increase efficiency and scalability. Brands count on us to design, build and implement a range of advanced solutions like intelligent automation and omnichannel CX.

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    A committed team

    Premium customer experience shouldn't come at the expense of employee experience. Empowered by our Culture Value Chain, we've won awards for our workplace engagement, innovation and more.

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    Global clients

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    Global team members

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    Global delivery centers & digital studios

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    Multilingual CX support languages

Our experience

Piggyback on what we've learned over our 18+ years of earned experience in the financial services and fintech industries. Before long, you just might need a bigger piggy bank.

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Trust us on this one: There's nothing more important than customer trust for fintechs. That's true whether you're a wealthtech, insurtech, paytech or any other type of tech firm reinventing the world of finance. While traditional financial institutions are seen as mainstays offering stability, fintechs face a trust gap. We help brands rise to the challenge and deliver digital experiences that build loyalty and confidence.

Bridging the trust gap
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Insurance can be complicated for customers and new agents alike. And when agents are overwhelmed, service quality drops and attrition rises — costly consequences we help brands avoid. As an example, in partnership with one of our global clients, our work recruiting and training a talent pool lowered attrition and created an elite, dynamic team.

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Capital markets and investment management

Brands reimagining markets look to us for support. Our domain experience ranges from portfolio management; trade order management; securities back-office processing; and investment, fund and partnership accounting and beyond.

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Banking and lending

From mapping customer journeys to building chatbots that work, we're there for those who set out to raise the standards of customer experience in banking. Count on us to align KPIs, understand regulatory requirements and apply our experience every step of the way. We've helped leading brands support customers, prevent and detect fraud and drive efficiency with digital automation.

Read the case study
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Card services

Retain your customers with expertly orchestrated customer journeys. When brands partner with us for card administration, payment processing, product and technical support, we work to increase long-term customer loyalty through exceptional CX.

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At a global scale, we partner with a roster of visionary companies changing the way the world pays. While digital transformation solutions and services are always mapped to unique client goals, there are notable examples of our partners benefiting from enhanced security and the application of business process intelligence.

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Established tech firms offering financial products may enjoy brand recognition, but they still need to build trust in their financial offerings. We have the scale and expertise to support techfin ambition and foster customer trust through fraud prevention and more.

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A wealth of solutions

Since day one, we've honed sophisticated solutions that get results for financial services and fintech companies. Whether your goal is to deliver support, strengthen trust, introduce automation or build out your IT infrastructure, you can count on our team of experts.

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Customer Support; Customer Experience

Be memorable for the right reasons

Customer-centricity tends to compound in a good way, no matter where you fit in the financial services and fintech ecosystem. But for that to happen, you must attract them, engage them, and perhaps more than in any other industry, retain them. Over 40 industry incumbents and mainstays partner with us to help them do exactly that.

Icon of support agentEmail, chat, social media and voice support
Icon of conciergeVIP concierge services
Icon of chart showing growthSales growth and retention
Icon of laptopWork Anywhere and Work-from-Home CX
Icon of paintbrush and interfaceOmnichannel CX and personalization
Icon of support agentTech support and escalations
Illustration of a payment card and the front of a vault, meant to symbolize fraud prevention
Trust, Safety & Security

Offer fortified levels of protection

For good reason, our industry clients look to us to design, build and deliver their trust, safety and security operations. By combining the best mix of technology, processes and human intervention, we focus on maintaining customer trust with specialized services in fraud detection and prevention, anti-money laundering, risk, underwriting, account security and more.

Icon depicting warning signFraud detection and prevention
Icon of dollar sign in a shield Proactive risk management
Icon of peopleKnow Your Customer (KYC) and anti-money laundering (AML) programs
Icon depicting a gavelClaims and dispute management
Icon of a book of guidelinesLocalized compliance
Icon symbolizing social mediaSocial media community management
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CX Analytics

Give credit to the power of customer insights

The financial services and fintech industries are rich with data. But simply having and protecting customer data is not enough: We help bold brands turn data into insights, and insights into CX improvements that can be felt all along the customer journey. Learn from every interaction and retain more customers with solutions like speech and text analytics, business intelligence tools and Voice of the Customer analysis.

Icon symbolizing strategy designDigital strategy design and implementation
Icon symbolizing journey mappingCustomer journey mapping
Icon symbolizing customer analytics360° customer analytics
Icon of smartphone and handAnticipatory CX
Icon of loyalty cardLoyalty and retention insights
Icon symbolizing hybrid human and technology approachInnovation and Business Intelligence (BI) support
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From cash machine to cash machine

Leading industry brands are increasingly seeing the benefits in automation. More and more often that's leading them to us. We make processes more efficient for customers and employees alike, resulting in satisfied people and impressive business results.

Icon of a botSelf-service bots (account changes, FAQs), financial assistants and agent assist
Icon of a book and a leafKnowledge base development, management and maintenance
Icon of speech bubble with gear for settingsDigital customer service innovation (channel deflection, chatbot training)
Icon of a person and a computer windowAutomated onboarding
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Artificial Intelligence (AI)

Futuristic data-driven solutions for the here and now

Financial services firms are applying AI to prevent, detect and address fraud quickly and with a high degree of accuracy. With an AI Community of over 1 million members and a proprietary training platform that handles all data types across 500+ languages and dialects, we have the means to revolutionize your existing machine learning models or start new automation projects from scratch.

Icon of brain with a technology overlayAI data solutions for product and solution development
Icon of dollar sign overtop of a human headSet purchase profiles for typical customer behavior to mitigate fraud
Icon symbolizing fraud scoringData-backed fraud scoring using past legitimate transactions
Icon of fingerprint and personAdvanced KYC measures to match fingerprints and perform facial recognition
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IT Lifecycle

Transform your digital operations

Introduce new levels of efficiency with digital IT solutions that increase your agility, scalability and security. Our experts have delivered significant results for brands looking to take on a digital transformation, lower IT costs, launch applications and undergo cloud migrations. If you're looking for a reliable partner capable of designing and implementing strategies that support your customer experience, look no further.

Icon of microchipDigital transformation strategy
Icon of computer screen depicting codeQuality assurance (QA) and testing
Icon of a computer window with the text "APP"Engineering solutions and app development
Icon of a hand and a cloudManaged cloud services
Icon of a bug and a wrenchIT service desk

Invest in your digital CX

Share your needs with a member of our financial services and fintech team today.

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Proven formula for results

See how the Culture Value Chain can transform your customer experience organization.

Experience the Culture Value Chain