Financial Services

When it comes to your customers’ finances, you can’t afford mistakes. You need expert customer service help in a secure environment.

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Business Process outsourcing for Financial Services companies

Partnering with our experienced outsourced teams—located in the USA, Columbia, Eastern Europe, or the Philippines— is the quickest way to level up customer service and prevent fraudulent activity.

Leading the way in financial services outsourcing

Our team members are financial services experts. They know the key objectives your company relies on to support your bottom line, from customer satisfaction to revenue-generating products. And they know how to maximize every interaction to create long-term relationships that reduce the risks and costs of customer churn.
Demand for your products and support shifts as your customers’ wealth and goals change. Rest assured our teams are ready to assist at every lifecycle stage. We’re there around the clock, so your customers get the support they need when they need it.

Data Security

Keeping your data secure is our top priority. We’re PCI Certified, SOC 2 Certified, and have the highest BitSight score of any BPO. As the pioneer in remote customer support, we’re experts at securing the work-from-environment, but can also provide physical call center options. Watch the video to learn more.

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Our Services

Business process outsourcing (BPO) is a smart way to deal with rapidly changing markets and disruption in the financial services industry. Peak Support is here to help.

Customer Service

From a standalone BPO team to a flexible supplement to your existing one, build an outsourced team of expert support agents within weeks.

Technical Support

SaaS or tech company with a deeply technical product? Our agents bring a variety of technical skills — whatever you need — and years of experience solving complex customer problems.

Trust & Safety

We keep online communities safe. Whether you need content moderation or fraud detection and prevention, you can trust the experts at Peak Support.

Back-Office Services

Our expert team members will take responsibility for all your time-consuming and repetitive tasks. We’ll get ‘em done, and we’ll find ways to make the process even smoother, Guaranteed.

Sales & Marketing

How does a smoother sales process and a full pipeline sound? We’ve got experts in market research, lead qualification, and building out sales operations — and they’re all ready to help your sales and marketing efforts.

Accounting Services

Invoicing and accounts receivable literally pay the bills. Outsourcing these critical and repetitive tasks is the most cost-effective way to improve your bottom line.

Tech & AI Solutions

Our team of expert professionals can help you plan, deploy and manage the latest technology and AI solutions, so you can focus on running your business.

Why Us?

Clients choose us when they care about:

Quality

We only hire 1 in every 100 applicants, because we’re an employer of choice. Plus, we have a world-class QA program. It’s no surprise our average QA score is 95%.

Flexibility

We say “yes” to unique requests and deliver customized solutions. And we do it while guaranteeing we're the easiest business process outsourcer (BPO) to work with.

Culture

We attract the best talent because we have the best culture. Peak Support has the highest Glassdoor rating in the industry, with a 96% CEO approval rating.

Data

Our clients say we’re the most data-driven BPO in the market. Our live client dashboards allow you to sleep at night knowing your queue is under control.

How Peak Support impacts financial services

The financial services world is complex (and changing rapidly). Our team members bring an average of eight years of experience supporting some of the largest brands in the world—meaning there’s nothing they haven’t seen. That’s why no one is better positioned to help you improve the current state of your customer experience, while also helping you plan and build a better future.

A better outsourcing solution for financial services

Modern outsourcing isn’t about cutting costs. It’s a strategic investment in the growth of your business, and it’s the fastest way to scale and get results. Don’t settle for the status quo any longer—partner with us to leverage decades of collective experience and drive your business forward.

Ready to chat with us?

We help financial services and fintech companies scale their customer service and back-office processes. Learn more about how outsourcing can transform your business operations and improve your customer satisfaction across the board.

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