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Helix by Q2 chooses Ubiquity as strategic banking operations partner

The partnership allows fintech companies and consumer brands to create brand-specific customer service experiences without having to maintain a managed services team internally.

Helix by Q2, a cloud-native core purpose-built for embedded finance, has partnered with Ubiquity to combine a robust banking operations platform with exceptional customer service. With the Ubiquity partnership, Helix now offers managed services to help customers deliver enhanced user experiences within the Helix admin, through a proprietary two-way administrative console and streamlined transaction dispute management system. As a result, fintech companies and consumer brands can now create brand-specific customer service experiences without having to staff and maintain a managed services team internally.

Helix serves over 12 million users nationwide and processes over $20 billion in transactions annually. Helix offers the building blocks of banking – accounts, cards, payments, data and controls, administrative tools and monetization solutions – all in one place, making it easier for innovative companies to embed personalized financial experiences within their applications.


“To make finance human, it is critical to provide embedded banking that is personalized and tailored for each individual,” said Ahon Sarkar, general manager of Helix. “We are thrilled to partner with Ubiquity to empower fintech and leading consumer brands to deliver exceptional outsourced customer service experiences. This partnership brings a personalized approach to customer service leveraging Helix’s existing administrative console and dispute platform.”


“Ubiquity and Helix are of a single mind when it comes to supporting innovative financial services with both advanced technologies and the human touch,” said Sagar Rajgopal, COO and co-founder at Ubiquity. “The Helix platform is exceptional at leveraging data analytics at every level, from frontline fraud detection to front-office administration. We are excited to combine our primary areas of expertise to deliver exceptional customer experiences.”


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