Banking, Finance, & Insurance

Secure & compliant transactions for banking, financial services, & insurance

Be prepared to scale up quickly with BPO services that deliver results with confidence.
Secure & compliant transactions for banking, financial services, & insurance

Comprehensive BPO solutions deliver elusive loyalty growth in financial services

Many established financial service brands are paralyzed by routine, red tape, and convoluted processes. It’s the leaner, up-and-coming challenger brands who realize that world-class CX is the only way to win customer loyalty. Now the established brands are playing “catch-up.”

Comprehensive BPO solutions deliver elusive {%loyalty growth%} in financial services

Industries we serve

Serve BFSI Customers & Scale Fearlessly

All BFSI brands should seize the moment and invest in better CX to scale their business.

FINTECH & FINSERV

In an industry with one of the highest customer churn rates and most troubled NPS track records, fintech and finserv brands that deliver real value to their customers stand out. Backed by a wealth of supportive agent technologies and innovations in analytics and automation, you can keep customers coming back.

INSURANCE

Today, winning the insurance customer service game is about maintaining meaningful engagement. What may be counterintuitive is that this often means more interaction rather than less.

ACCOUNTING

Skilled and experienced accounting professionals are on-call to fit your schedule, either during or after normal business hours. Robust security measures protect sensitive financial data and achieve exceptionally high compliance rates with all third-party security and privacy regulations. Learn more

CRYPTO & NFT

Our staff are armed with specialized compliance, data security, and financial services training to manage complex transactions and resolve customer issues efficiently. We put your customers first, using data and technology to drive faster, more personalized customer experiences.

Services we offer

Elevating how you work Elevating Experiences

Outsourcing is a big decision (whether it’s your first time or not). After all, it’s not easy to trust someone else with the most valuable part of your business—your customers.

OMNICHANNEL CUSTOMER EXPERIENCE

From customer care to technical support, sales and retention campaigns to sensitive loan and collection services, we put your customers first, using data and technology to drive faster, more personalized customer experiences.

FRAUD, RISK, & COMPLIANCE

Merging a deep understanding of rules and regulations with security, we handle key tasks—from identity verifications to dispute resolutions. Our strategy reduces risks and financial losses and simplifies the claims process for customers, making it more accessible.

BACK-OFFICE ADMINISTRATION

Our back-office solutions cover all the bases when supporting a unified customer experience. We take care of analytics, auditing, research, and management so your middle and front office customer service agents can thrive right along with your delighted customers.

SPECIALIZED CAPABILITIES

We’re pioneering world-class outsourcing management to drive the business transformation strategies of both challenger and legacy brands. Our consultative approach to solution design delivers winning strategies to grow your reach and deepen your customer trust.

80%

Chargeback win rate

242%

NPS increase

$2.3M

Fraud recovery

  • Warren Taylor

    “This is not easy. If it were, the average bank’s NPS would be 68, not 34. It’s based upon Ubiquity’s hard work, input, learning, and passion that has gotten us to this point. We could not reach a 67.5 NPS without Ubiquity.”

    Warren Taylor

    Cofounder & Chief Customer Officer, Bmtx

Resource Library

The latest in innovative BFSI

How to build and retain customer trust through better CX Featured Image

Webinar

How to build and retain customer trust through better CX

Consumer trust in banking has faltered amid collapses and increasing financial insecurity. In this on-demand webinar, Meg Porter, EVP of Enterprise Transformation at Ubiquity, explores practical strategies to bolster trust with consumers along the CX journey.

CustomerThink: Building and Sustaining a Strong Customer Journey Featured Image

Thought Leadership

CustomerThink: Building and Sustaining a Strong Customer Journey

Technology plays a pivotal role in optimizing resources and ensuring customers are satisfied, but brands need to validate that the customer journey works well from start to finish.
New Techniques in Fighting Identity Fraud Featured Image

Webinar

New Techniques in Fighting Identity Fraud

This on-demand webinar outlines steps you can take to combat fraudsters that are getting more sophisticated and organized in their approaches. All stakeholders should explore techniques that foster customer buy-in, rather than solely concentrating on the banks’ needs.

Optimize your CX to reduce operating costs and gain a competitive advantage

With fintech funding drying up and IPOs on hold, you can’t afford not to optimize your CX.

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