Banking and Finance

Consumers ask about payday loans, mortgages, and credit cards more than a dozen times in a minute.
Let your support team take over while you focus on banking and credit collection. 

Check out the following use cases.

First-time home buyers often ask a lot of questions but worry not. Your customer support team will be there to guide and support your mortgage clients anytime.

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Outsource your sales support to qualify as many leads as possible. As you cut the time it takes to find leads, you will close more mortgage transactions than before.

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Manage, collect, and restructure debts owed to investors in peer-to-peer lending platforms. With a customer support team, you’re assured borrowers can pay their monthly dues on time.

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Hundreds of people call banks and credit card companies about getting approved for a card. Don’t lose sales from unanswered calls. Outsource your sales support today.

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When you’re handling hundreds of calls each day, it’s time to bring in the experts. Hire customer support agents to manage overflow and ensure customer satisfaction.

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Overwhelmed by the deluge of inbound calls, emails, and chats about payday loans? Let a customer service team take care of everything for you.

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Manage, collect, and restructure debts owed to investors in peer-to-peer lending platforms. With a customer support team, you’re assured borrowers can pay their monthly dues on time.

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Cut down the time and expense in getting information about your leads. Close more credit card sales by outsourcing your lead generation.

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Improve your cross-selling and upselling game with an outsourced sales support team! You’ll have more people ready to commit to premium credit card services in no time.

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Agents can pre-qualify leads before they’re sent to sales. Each warm lead is immediately scheduled for an appointment with a loan consolidation consultant.

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Agents can pre-qualify leads before they’re sent to you. Each warm lead is immediately scheduled for an appointment with a mortgage refinancing consultant.

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Don’t let delinquent accounts become uncollectible debts. Let your customer support team take care of the credit card billing and payments for your business.

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Make sure you and your clients get paid on time. At the same time, you can help consumers deal with medical debt in more reasonable and humane ways.

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Billing and payments processing of student loans is different from debt collection. You’ll need a customer support team with a polite but firm approach too

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The integration of technology into financial services have made digital identity authentication a necessary process in banking and finance. Streamline your ID verification process by outsourcing your video support.

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Email customer support can be tricky if you don’t have the rights tools and experience to back you up. So, why not outsource your email-based customer support?

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Mobile and live chat apps give consumers the privacy and ease of access they crave when reaching out to your customer support team. Build your own outsourced team now!

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Adding mobile banking service via SMS gives banks the edge in customer service. This requires a robust customer support team to provide service 24/7 and even on weekends and holidays.

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Online banking, which integrates mobile app and ATM use, is now widely accessible. You’ll need a robust tech support team that truly understands the unique challenges of digital banking.

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As an online payment provider, you’ll need a robust tech support team to make sure your customers’ online transactions remain smooth and secure.

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Operations support agents work closely with IRA/HSA specialists. They process individual retirement and health savings accounts. They also provide customer service to internal and external bank customers.

Back office support agents work closely with merchants, consumers, and your team members. They process credit card chargebacks and help resolve disputes that arise from reversals.

Operations support agents work closely with your team in reviewing the quality of mortgage and consumer loans. They perform account maintenance and process loan payoff requests.

Make sure your data is always accurate and updated. Outsource data entry work to a reputable vendor with access to a skilled labor pool.

Our agents can help you find debtors through skip tracing. They can do a phone and address search by looking through public data records and specialty databases for you.

Our agents can help you check records and verify information on your client’s debtors. So, you’ll have more time to collect on outstanding debts for your clients.

Our agents make use of skip tracing methods to find the person’s current phone number, email, or address for judgment debt brokers. They use online tools and publicly available resources.

Agents assist businesses and accounting firms in segmenting data sourced from financial transactions. They add or replace data, track changes, and extract new information to improve accuracy and manage risk.

Agents work with data analysts to ensure data collection and production adhere to quality standards. They inspect data quality based on recommended criteria and methods.

Agents assist data analysts of banks and investment firms in managing the quality of their data. Enrichment adds value to data analytics which improves accuracy and reduces risk.

Agents collect and analyze event logs, and inform IT managers and CIOs of detected issues. They also provide troubleshooting help to internal and external end-users of banking and finance systems.

Onshore and offshore teams collaborate in planning, implementing, and supporting IT asset management processes. Agents provide operational support for IT managers and CIOs in banking and finance.

Agents assist in risk assessments and compliance checks of banking and finance systems. They work with IT managers and CIOs in implementing detection and response measures.

Developers collaborate with software developers in creating apps or platforms that will automate business processes in banking and finance. They can monitor RPA performance and keep track of automation ROI.

Agents provide customer support to mobile banking customers who use E2EE apps. End-to-end encryption assures users of secure and private communications with the bank’s customer support.

Agents transcribe each word, laugh, and stutter that’s heard from recorded calls. Companies may see the need to record phone calls with clients, vendors, and employees and have them transcribed.

Agents transcribe all the words they hear but leave out stutters and fillers. This is useful for video captioning of presentations and video chats with clients.

Agents create clean and clear transcripts of conference calls with clients and vendors. These transcripts may be published in your company’s emails to clients, newsletters, and blogs.

Agents create well-edited transcripts of company meetings with clients and employees. These transcripts may be published in your company’s emails to employees, newsletters, and blogs.

Agents create clean and well-edited transcripts of webcasts for better investor relations. Examples of these transcriptions include earnings call transcripts that are shared to the public.

QA analysts will report and track issues found during testing of the financial fraud detection software. They are also involve in the development and review of user Stories.

Your quality support team will create logs to document testing phases and defects of the loan servicing software to ensure high-quality system.

Your team of QA analysts will create and execute tests to the system made for banking and finance to test functionality and to find bugs and fix them.

Agents guide and support mobile banking users in authenticating their identity via SMS. They send preformatted text messages and process the answers to security questions.

Agents send preformatted text messages to mobile users. While answers to survey questions are automatically recorded, the given information is checked for clarity and completion.

Agents provide customer support to mobile banking users through short code SMS. Short codes are used to generate info about user accounts while agents provide help through two-way text messaging.

 

 


Ready to get an outperforming team now?


“I have had a very positive experience due to the attention to detail. hard work, and asking of intelligent questions by your staff. So far, I have nothing but positive things to say about working with Rethink Staffing. I would suggest that other companies give Rethink Staffing a try for their data entry and business support needs.”  

Spyglass Appraisal
Jon Davis
Member
Spyglass Appraisal, LLC

 

 

Built to Outperform Industry Standards

MANAGED SCALABLE TEAMS

MANAGED 
SCALABLE TEAMS

SECURE COMPLIANT FACILITIES

 SECURE, COMPLIANT FACILITIES


GUARANTEED DATA PROTECTION

GUARANTEED DATA PROTECTION

HOLISTIC LEARNING AND DEVELOPMENT

HOLISTIC LEARNING AND DEVELOPMENT


How It Works

How Outsourcing Works Bar
Define The Work Circle Icon

DEFINE THE WORK 

Our folks can pretty much do anything as long as it requires a computer, an internet connection, and a brain. It’s just a matter of designing the workload and managing the hours well for greater efficiency and productivity.

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ASSEMBLE AND TRAIN

Once we understand the work and skill sets needed, we’ll start putting together your team. Training can take anywhere from 5 days to 30 days depending on your team’s size and the complexity of their tasks.


Optimize and Scale Circle Icon

OPTIMIZE AND SCALE

You’ll have a dedicated account manager and our on-site operations manager on your side to help you optimize your workforce and scale your team as you see fit. 


Get an Outperforming Team to Deliver Superior Results.

Agents collect and analyze event logs, and inform IT managers and CIOs of detected issues. They also provide troubleshooting help to internal and external end-users of banking and finance systems.

Onshore and offshore teams collaborate in planning, implementing, and supporting IT asset management processes. Agents provide operational support for IT managers and CIOs in banking and finance.

Agents assist in risk assessments and compliance checks of banking and finance systems. They work with IT managers and CIOs in implementing detection and response measures.