Fintech & Financial Services
Turn digital innovation into your greatest asset
Financial institutions need more than just digital solutions — they need strategic partners. We help you navigate regulatory challenges, harness AI for personalization and build secure, frictionless experiences that drive customer loyalty and operational efficiency.
Privacy and information security
Fintech
Insurance
Trust us on this one: There's nothing more important than customer trust for fintechs. That's true whether you're a digital-only bank, wealthtech, insurtech, paytech or any other innovative player reshaping the world of finance. While traditional financial institutions are seen as mainstays offering stability, fintechs face a trust gap. We help brands rise to the challenge and deliver secure, intuitive digital experiences that build loyalty and confidence.
Insurance
Insurance
Insurance can be complicated for customers and new agents alike. And when agents are overwhelmed, service quality drops and attrition rises — costly consequences we help brands avoid. As an example, in partnership with one of our global clients, our work recruiting and training a talent pool lowered attrition and created an elite, dynamic team.
Digital asset platforms
Digital asset platforms, such as cryptocurrency exchanges and wallets, gain the necessary flexibility to adapt to shifting market dynamics with our multimodal CX solutions. With our tech and expertise, platforms educate and grow their customer bases, keep pace with regulatory requirements, prevent fraud and run KYC and AML programs.
Capital markets and investment management
Capital markets and investment management
Brands reimagining markets look to us for support. Our domain experience ranges from portfolio management; trade order management; securities back-office processing; and investment, fund and partnership accounting and beyond.
Banking and lending
Capital markets and investment management
Banking and lending
From mapping customer journeys to building chatbots that work, we're there for those who set out to raise the standards of customer experience in banking. Count on us to align KPIs, understand regulatory requirements and apply our experience every step of the way. We've helped leading brands support customers, prevent and detect fraud and drive efficiency with digital automation.
Card services
Capital markets and investment management
Banking and lending
Retain your customers with expertly orchestrated customer journeys. When brands partner with us for card administration, payment processing, product and technical support, we work to increase long-term customer loyalty through exceptional CX.
Payments
Payments
Payments
At a global scale, we partner with a roster of visionary companies changing the way the world pays. While digital transformation solutions and services are always mapped to unique client goals, there are notable examples of our partners benefiting from enhanced security and the application of business process intelligence.
Techfins
Payments
Payments
Established tech firms offering financial products may enjoy brand recognition, but they still need to build trust in their financial offerings. We have the scale and expertise to support techfin ambition and foster customer trust through fraud prevention and more.
Customer Support; Customer Experience
Be memorable for the right reasons
Customer-centricity tends to compound in a good way, no matter where you fit in the financial services and fintech ecosystem. But for that to happen, you must attract them, engage them, and perhaps more than in any other industry, retain them.
- Email, chat, social media and voice support
- Sales growth and retention
- Omnichannel CX
- Scalable GenAI applications
- Hyper Personalization
- Tech support and escalations
Trust, Safety & Security
Offer fortified levels of protection
For good reason, our industry clients look to us to design, build and deliver their trust, safety and security operations. By combining the best mix of technology, processes and human intervention, we focus on maintaining customer trust with specialized services.
- Fraud detection and prevention
- Proactive risk management
- Know Your Customer (KYC) & anti-money laundering (AML)
- Sophisticated ID verification
- Claims and dispute management
- Localized compliance
CX Analytics
Give credit to the power of customer insights
The financial services and fintech industries are rich with data. But simply having and protecting customer data is not enough: We help bold brands turn data into insights, and insights into CX improvements that can be felt all along the customer journey. Learn from every interaction and retain more customers with solutions like speech and text analytics, business intelligence tools and Voice of the Customer analysis.
- Digital strategy design and implementation
- Customer journey mapping
- 360° customer analytics
- Anticipatory CX
- Loyalty and retention insights
- Innovation and Business Intelligence (BI) support
AI & Automation
From cash machine to cash machine
Leading industry brands are increasingly seeing the benefits in automation. More and more often that's leading them to us. We make processes more efficient for customers and employees alike, resulting in satisfied people and impressive business results.
- Self-service bots, fin. ass. & GenAI-powered agent assists
- Knowledge base development, management and maintenance
- Digital customer service innovation
- Automated onboarding
Artificial Intelligence (AI)
Futuristic data-driven solutions for the here and now
Financial services firms are applying AI to prevent, detect and address fraud quickly and with a high degree of accuracy. With an AI Community of over 1 million members and a proprietary training platform that handles all data types across 500+ languages and dialects, we have the means to revolutionize your existing machine learning models or start new automation projects from scratch.
- Data and AI solutions for product and solution development
- Set purchase profiles for typical behavior to mitigate fraud
- Data-backed fraud scoring using past legitimate transactions
- Advanced KYC measures for fingerprints & facial recognition
Digital Services
Transform your digital operations
Introduce new levels of efficiency with digital IT solutions that increase your agility, scalability and security. Our experts have delivered significant results for brands looking to take on a digital transformation, lower IT costs, launch applications and undergo cloud migrations. If you're looking for a reliable partner capable of designing and implementing strategies that support your customer experience, look no further.
- Digital transformation strategy
- Quality engineering and assurance
- Mobile app and web development
- Managed cloud services
- IT service desk
- Managed IT services