BPO services for fintech
Choose BPO services that enable your financial services brand to grow with confidence.
The opportunity for challenger brands is now
Many established financial service brands are paralyzed by tradition, 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 (and keep) customers.
As an industry with one of the highest churn rates and most troubled NPS track records, fintech brands that can deliver real value to their customers will stand out.
Transforming customer experiences for financial services
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 the ever-evolving customer expectations.
What we do for Fintech
We provide outstanding fintech BPO for challenger and established brands alike. With expert customer support and omnichannel services, we deliver world-class customer experiences for any brand, anywhere.
- Global, multilingual call centers
- Live and AI-enabled chat
- SMS text
- Social media
- Interactive Voice Response (IVR)
- Customer care, technical support, inbound and outbound sales,
and retention
- Manual IDV/KYC
- OFAC/watchlist screening
- Disputes and chargeback management
- Negative balance management
- Fraud review/investigation
- Card blocking/unblocking
- SARs data preparation
- Correspondence/returned cards
- Regulatory remediation
- Loan origination and processing
- Loan underwriting
- Loan closing and funding
- Post closing and due-diligence
- Loan servicing
- Collections
- Account setup and maintenance
- Broker and advisor support services
- Customer service
- Transfer agency related processing
- Portfolio administration investment research
- Pitch books, company profiles, and financial analysis
- Financial models, forecasts, and updates
- Research reports preparation and authoring
- Business intelligence and analysis
The Choice for Challengers
Ubiquity is recognized as the #1 CX provider for fintech disruptors, supporting 200+ brands. Why do innovators trust us with their brands and their customers? Rather than a discrete suite of services with fixed parameters, Ubiquity was built for the agility and customization that fintech partners need to Scale Fearlessly.
BMTX, one of the largest digital banking platforms and Banking-as-a-Service (BaaS) providers in the U.S., unlocks the loyalty-building power of hyper-responsiveness without breaking the bank on servicing costs.
Oxygen entrusted Ubiquity with the critical task of mapping the customer journey, then developing and implementing the processes, policies, and training to engender brand-building loyalty.
As the U.K.’s fast-growing financial super app, Curve needed more resources across customer service, identity verification, dispute resolution, and fraud prevention to accommodate their expanding customer base and to support their upcoming U.S. launch.
Poynt, GoDaddy’s payments terminal provider, wanted to enhance the merchant and reseller experience while reducing time spent on technical support calls. Learn how Ubiquity’s data analytics fueled training and call routing enhancements to dramatically increase first-call resolution and customer satisfaction.
Serve and scale fearlessly
Fintech brands should seize the moment and invest in better CX to scale their business. Want to know how?
Warren Taylor
Cofounder, Chief Customer Officer, BMTX
“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.”
The latest in innovative fintech
Discover the CX trends in banking that are forcing banks and fintechs to rethink customer service priorities to stay competitive.
The partnership allows fintech companies and consumer brands to create brand-specific customer service experiences without having to maintain a managed services team internally.
When U.K's fast-growing financial super app Curve needed more resources to support their expanding customer base and upcoming U.S. launch, Ubiquity designed a bespoke solution to drive productivity and CSAT soaring.