FINANCIAL SERVICES

The FinTech revolution is already upon us. Get ahead of disruptors and drive down your costs with ContactPoint 360’s transformative approach to customer experience. 

We understand financial industry-specific challenges that span across sales, back-office, customer care and retention, technical support, and collections.

Integrated CX Solutions

Place the customer at the center of your retail or corporate banking, lending, credit, and wealth management businesses.

Our deep experience covers payment and transaction processing, credit review and document validation, broker operations, trade processing and settlements, portfolio analysis, tax services, application processing, servicing, fulfillments, collections and reward management.

contactPoint 360 - Finance
contactPoint 360 - Finance

Integrated CX Solutions

Place the customer at the center of your retail or corporate banking, lending, credit, and wealth management businesses.

Our deep experience covers payment and transaction processing, credit review and document validation, broker operations, trade processing and settlements, portfolio analysis, tax services, application processing, servicing, fulfillments, collections and reward management.

contactPoint 360 - Finance

Customized For Complex Banking Operations

Our deep understanding of core banking and support services enables us to help you with upstream and downstream business processes. Whether it’s mapping the customer journey, sales or account onboarding, or services that involve account maintenance, dispute resolution, drawdown services, risk profiling and fraud management, we’ll help you deliver highly secure personalized omnichannel experiences.

Enabling Personalized Banking

ContactPoint 360 uses state of the art technology that can be leveraged across a customer’s lifecycle to tailor their experience. Whether its retail banking or wealth management, personalized customer experience is going to be the differentiator, especially in mature financial markets.

Workforce Management and Productivity

Leverage ContactPoint 360’s expertise to rapidly scale your remote workforce. Reduce your average call hold times while ensuring a fully secure and compliant environment for your remote workforce. ContactPoint 360 offers a holistic suite of solutions to accelerate your agent training, manage agent productivity, and unearth new insights.

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Manage Call Surges Easily

As COVID-19 demonstrated, banks need to be prepared for circumstances resulting in call surges. At ContactPoint 360, we are experienced in delivering highly scalable customer experiences using a mix of e-mail, text, voice bots, and human agents. We use AI to predict types of queries and intelligently route them to the right agents using the power of predictive models to reduce the time taken to handle calls.

Wendy Hanlan

Wendy Hanlan

Head of FINANCE Partnerships

Wendy Hanlan is a sales and marketing professional with 20+ years servicing clients all over the world. She has worked in a broad range of industries including travel and hospitality, land development, home building, retail and not-for-profits. Wendy’s Client Care practices instill trust and confidence resulting in strong, long-term business relationships that have spanned over decades.

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