Call Center Services for Banking, Financial Services and Insurance (BFSI) Industry

For the banking, financial services and insurance (BFSI) sector, identifying the right outsourced call center partner plays an important role across many fronts: delivering cost efficiencies; providing 24x7x365 customer service to the company's patrons for a range of requirements; cross-selling and up-selling the portfolio of products and services for revenue generation; capitalizing on marketing opportunities outside of traditional geographic markets; offering targeted promotions for different audiences; and more. Invensis Technologies, an expert Call Center Outsourcing Services company, enables your banking, financial services or insurance organization to keep the lines of communication with your valued customers open all through the year and maximize their satisfaction with your business.

With the latest technology and experienced professionals, our multi-channel contact center provides robust and cost-effective support for inbound and outbound communication with customers through: voice support, live chat support, email management, IVR (self-service) and mobile SMS / text.

Call Center Services for Banking, Financial Services and Insurance (BFSI) Industry

End-to-End Outsourced Customer Service for the BFSI Industry

We are among the leading customer service outsourcing companies and provide BFSI companies with call center services for a wide range of requirements in retail, corporate and investment banking, including savings, deposits, credit cards, real estate and mortgage, and loans; capital markets, including investment, asset and wealth management; and insurance products including first party insurance, general insurance, car / automobile insurance, health insurance, homeowner insurance and others.

How Invensis Addresses the Customer Service Challenges Faced by BFSI Companies


As banking, financial services and insurance companies look to expand their customer base, Invensis facilitates the standardization of customer service provided to all clients. Our team size and technology resources are scalable to match your regional or global business requirement as it grows.

Data Security:

For banking, investment fund and insurance products, the private financial information of customers and contact details need to be kept strictly confidential for regulatory compliance and to retain their trust over the long-term. Invensis is an ISO 27001 certified BPO service provider and we maintain stringent data security protocols to safeguard all client information.

Optimal Quality of Customer Care:

You can rely on our 20 years of experience in the outsourced call center industry to deliver the right results for your business. We are also an ISO 9001 certified outsourcing company and adhere to quality standards. Invensis' professionals are rigorously trained in the tenets of your brand to handle all customer calls with a friendly approach, sensitivity and ease. Customer queries are solved with confidence and cross-selling opportunities are leveraged for your business advantage. We tailor our call center services for different target segments that your bank, insurance company or asset and investment fund management company interacts with.

Support Across Communication Channels:

Like other sectors, banking and financial institutions and insurance companies need to bridge the digital divide with tech-savvy customers to retain a competitive edge. Invensis' outsourced multi-channel contact center is equipped for providing customer service for your target segments across touch-points - inbound and outbound voice calls, web-based online chat support, emails, SMS / text, and IVR (self-service). Moreover, we are functional 24x7x365, which ensures that your valued customers can connect to your business anytime and through any means.

Best-fit Technology:

Our call center technology is equipped with essential features that optimize the delivery of high quality customer care. The technology we employ has facilities for IVR, Automatic Call Distributor, Dialer, Voice Logger, Reporting Engine, and more.

Single Vendor for All Requirements:

By providing end-to-end customer service, right from appointment setting and lead generation, to sales and customer acquisition, after-sales support and building customer loyalty and retention management, Invensis will be your company's long-term partner for all your requirements. Assigning all customer service requirements to us saves your procurement team the hassle of managing different vendors and eliminates the risks of outsourcing.

Data-based Decision-Making:

With accurate metrics and reports, your team will be empowered to take educated business decisions regarding your Customer Relationship Management strategy. We deliver KPIs such as First Call Resolution (FCR), Average Handling Time (AHT) and Abandoned Call Rate, to give you visibility across the outsourced process and enable you to retain control throughout the project.

What Sets Us Apart

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20+ Years Of Experience

9+ service verticals

200+ clients served around the world

3000+ Trained Professionals


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Value-added Consultation

Having 20+ years of experience and expertise in delivering global outsourcing services, we ensure that our value added consultations provides the right answers to your business challenge.

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Business Continuity Planning

We have extensive industry knowledge, resources, skilled personnel, systems, plans and processes in place that ensure business continuity even during emergency situations.

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End to End Customized Services

Invensis provides end-to-end customized services across major business functions and industry verticals ensuring on-time fulfilment of tasks.

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Scalable and On-Time Delivery

Invensis possesses deep seated capabilities to scale up services in accordance with changing requirements, ensuring the continuity and on-time completion of your project.

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