Banking & Finance

Banking & Finance

Handling operations and delivering on customer expectations

CX that builds trust and meets the demands of modern banking and finance

Optimized CX outsourcing for performance and savings

We deliver end-to-end customer experience solutions tailored to the needs of banking and financial institutions. Designed to handle seasonal demand spikes, our services ensure smooth operations during peak periods. By outsourcing key functions, organizations can reduce costs, improve efficiency, and maintain exceptional service quality.

Compehensive customer support & BPO services

AML & KYC

Conducting verification, processing alerts, and ensuring regulatory compliance.

Product information

Providing detailed guidance on available products and services.

Procedure assistance

Informing customers about procedures and ensuring smooth process execution.

Technical support

Assisting users with online banking systems, applications, and troubleshooting technical issues

Sales activities

Conducting up-sell and cross-sell initiatives to enhance customer value

Complaint resolution

Managing and resolving customer complaints effectively.

Back office support

Handling tasks related to customer experience processes.

Survey and research

Conducting comprehensive CATI surveys and satisfaction studies (e.g., NPS, CSAT)

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Resources you can count on

With years of experience, strategically located delivery centers, and a strong operational infrastructure, Axendi has the resources to deliver CX solutions with speed, flexibility, and consistency.

16
years of experience
6
operational centers in 4 cities
~1700
agents
15
spoken languages
28
technologies and systems available for integration
2M
AI-driven interactions handled annually

FAQ

All you need to know about outsourcing banking & finance customer service
What are the main benefits of outsourcing customer service?

Enhanced operational efficiency 

  • Outsourcing optimizes workflows and ensures fast and effective handling of customer inquiries, from routine transactions to complex financial services. 

Scalability to manage seasonal or dynamic changes 

  • Outsourcing enables rapid scaling of resources to manage seasonal traffic spikes, such as during tax season, promotional campaigns, or regulatory changes, ensuring uninterrupted service and customer satisfaction. 

 

Access to multilingual support 

  • Partnering with an outsourcing provider ensures customer interactions are handled in multiple languages, catering to diverse customer bases and enhancing accessibility. 

24/7 availability and continuity 

  • Outsourced customer service teams provide round-the-clock support, ensuring business continuity and uninterrupted service for customers, even during emergencies or peak demand periods. 

Support for sales and lead generation 

  • Outsourcing includes lead generation services, such as identifying potential customers for financial products, boosting the effectiveness of sales efforts while allowing your internal teams to focus on closing deals. 

 

Can an outsourced contact center handle sensitive customer data securely?

Yes, outsourcing providers implement advanced security protocols, including encryption, secure communication channels, and restricted access – all according to local regulations. Additionally, agents are trained to follow strict confidentiality guidelines. 

How do outsourced contact centers use technology to enhance customer service?

They leverage tools such as AI-driven voicebots and chatbots for faster response times, CRM integration for personalized interactions, and advanced analytics for customer behavior insights, helping improve service quality and efficiency, among others.  

How can outsourcing improve customer satisfaction in the banking sector?

By providing 24/7 support, reducing wait times, offering multilingual services, and delivering accurate assistance, outsourcing partners enhance the overall customer experience, boosting satisfaction and loyalty

How is performance measured in an outsourced contact center?

Every project has specific objectives which determine certain Key Performance Indicators (KPIs). However, the common KPis used to monitor and optimize service quality are:

 

  •  First Call Resolution (FCR)
  • Average Handle Time (AHT)
  • Net Promoter Score (NPS)
  • Customer Satisfaction (CSAT). 
Is outsourcing cost-effective for banking operations?

Yes, outsourcing helps reduce overhead costs, including expenses related to infrastructure, training, and recruitment, while offering access to skilled agents and advanced technology. Western European and American companies outsourcing contact center services to providers in Poland can achieve both high-quality customer service and significant cost savings, thanks to the region’s competitive labor costs. 

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