BPO services for fintech

Choose BPO services that enable your financial services brand to grow with confidence.

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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.

Boost in Net Promoter Score

242%

Boost in Net Promoter Score
n operational efficiency through lower..

+40%

in operational efficiency through lower costs and increased productivity
First call resolution

91%

First call resolution
Recovered from fraud ring...

$2.3M

Recovered from fraud ring activity in 4 months
Compliance rates for error resolution

99%

Compliance rates for error resolution
Chargeback win rate

80%

Chargeback win rate
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What we do for Fintech

Customer experience
Banking operations
Lending services
Asset management & brokerage services
Investment banking

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
  • Email
  • SMS text
  • Social media
  • Interactive Voice Response (IVR)
  • Customer care, technical support, inbound and outbound sales,
    and retention

Learn more

Outsource regulatory and network compliance combined with expert customer service management for fraud, disputes, chargebacks, and more.

  • 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
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ubiquity

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.

Serve and scale fearlessly

Fintech brands should seize the moment and invest in better CX to scale their business. Want to know how?

Fintech expert
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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