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.
In an industry with one of the highest customer churn rates and most troubled NPS track records, fintech brands that deliver real value to their customers stand out.
Outsource Fearlessly
Fintech and finserv brands should seize the moment and invest in better CX to scale their business. Want to know how?
Our Services
Disputes & chargeback management for consumer, business, & commercial
OFAC/PEP/watchlist screenings
Fraud review/investigation
Anti-money laundering services
Manual IDV/KYC
Card blocking/unblocking
Negative balance management
SARs data preparation
Correspondence/returned cards
Regulatory remediation
Live and AI-enabled chat
Email, SMS text, & social media
Interactive Voice Response (IVR)
Customer care
Technical support
Inbound & outbound sales
Retention
Loan origination & processing
Loan underwriting
Loan closing & funding
Post-closing & due diligence
Loan servicing
Collections
Account setup & maintenance
Broker & advisor support services
Customer service
Transfer agency related processing
Portfolio administration investment research
Pitch books, company profiles, & financial analysis
Financial models, forecasts, & updates
Research reports preparation & authoring
Business intelligence & analysis
First-Time or Pro: Whether you're exploring outsourcing for the first time or you're a seasoned expert, embark on your journey fearlessly with our support.
Comprehensive Support: From CX to back office, fraud, risk & compliance, access specialized capabilities tailored to your needs.
Insights & Expertise: Leverage our deep industry insights and expertise to navigate your sector with confidence.
Powered by BreakthroughIQ: Utilize our innovative platform to revolutionize your operations and disrupt your category.
Heroic Partnership: Join forces with us and transform your business into a beacon of excellence in your industry.
Applying the right service approach to the right channels gets customers on your side. Backed by a wealth of supportive agent technologies and innovations in analytics and automation, you can keep customers coming back. What’s more, as industry experts, we have a deep understanding of de-risking complex change in a highly regulated environment. We have decades of experience in navigating financial legislation, compliance standards, and ever-evolving customer expectations.
Find more transformational value in our “21 CX Principles for 2024” Guide.
“As we expand and evolve the products we offer to our clients, Ubiquity will be an important collaborative partner in that evolution, working with us on a holistic approach to CX across training, quality assurance, customer satisfaction, and more. I know they will work hard for us, make sure we’re aligned on the path forward, and stand by their promises.”
Chief Strategy Officer & Chief Compliance Officer, Payfare
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.
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.
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