Banking and Finance Call Center Services

Are you grappling with the complexities of managing customer inquiries in your banking and finance industry? Is managing high call volumes on loans, mortgages, savings accounts, investment products, etc taxing your process immensely? Our customized services are designed to streamline your operations, ensuring efficiency and effectiveness in handling customer interactions. With a dedicated focus on precision and compliance, we help you to enhance your customer service experience.


Years of Experience


Industry Verticals


Experienced Professionals

StripBanking and Finance Call Center Services

Outsource Banking and Finance Call Center Services to the Expert

For over 24 years, we have been delivering tailored call center solutions for the banking and finance industry. We have experience in dealing with diverse issues common to the industry, including transactional errors, account security concerns, and unclear fee structures. Our agents also have experience dealing with issues related to online banking platforms, such as technical glitches, interrupted services, etc. We have an excellent track record of addressing these issues with reduced waiting times and one-stop resolution in 96% of the cases.

We bank on advanced processes, techniques, and technology to deliver the best banking call center services.  From implementing intelligent call routing using Interactive Voice Response (IVR) system to adopting chatbots and virtual assistants equipped with Natural Language Processing, we assist your clients in getting instant and satisfactory resolutions. We also implement real-time monitoring and workforce management tools to optimize agent availability and reduce waiting times.

Further, to streamline responses, we equip our agents with Customer Relationship Management (CRM) systems to consolidate customer information and get a holistic view of complaints in a single interaction. Other tools include Advanced Knowledge Management Systems to empower agents with comprehensive information and continuous training programs (KYC programs, anti-money laundering measures, etc.) to keep agents updated on guidelines and customer service skills. All our agents are trained in multi-channel communication (phone, chat, and email) and deliver services as per customer preference.

Banking and Finance Call Center Services Process

  • Inquiry Reception

    Our agents receive calls directing inquiries about banking products or account-related matters.
  • Verification

    First, we validate the caller's identity using secure authentication protocols for confidentiality and security.
  • Expert Assistance

    Next, our trained representatives offer detailed guidance on required inquiries such as loans, investments, and other financial services.
  • Issue Resolution

    Our agents swiftly address transaction discrepancies, card-related problems, or any other issues to ensure customer satisfaction.
  • Compliance Adherence

    We strictly adhere to regulatory guidelines in handling sensitive financial information and transactions.
  • Feedback Collection

    Finally, we gather customer feedback to improve services and continually address areas requiring continual enhancement.

Our Comprehensive Banking and Finance Call Center Services

  • Payment And Billing Support Services
  • Customer Service And Inquiries
  • Account Management Support
  • Collections Support
  • Mobile Banking Support
  • Investment Account Support
  • Account Closures And Transfers

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Invensis Advantage for Banking and Finance Call Center Outsourcing

Compliance with Industry Regulations

We maintain compliance with financial regulations such as GDPR, CCPA, HIPAA, and SEC regulations for data privacy and security.

Scalable Infrastructure for Peak Demands

We leverage cloud-based technologies, allowing for flexible and rapid scalability of infrastructure, including servers, telephony systems, and software applications.

Advanced Call Routing Systems

We automate and streamline processes to allow users to access account information, perform transactions, and receive personalized assistance through IVR, Chatbots, Virtual Assistants etc.

Multilingual Support

We bank on multilingual representatives and leverage language-specific tools to deliver customer support for individuals with different linguistic backgrounds.

Performance Monitoring Tools

We leverage popular tools, such as Verint, NICE CXone, and CallMiner, to assess agent performance, monitor regulatory adherence, and enhance customer experience.

Secure Data Handling Protocols

We implement stringent security measures such as encryption techniques like AES (Advanced Encryption Standard), secure VPNs, firewalls, and intrusion detection systems to prevent unauthorized access to financial data.

Step-by-step process for Banking and Finance Call Center Services
Step-by-step process for Banking and Finance Call Center Services

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Invensis - The Most Trusted Banking and Finance (BFSI) Call Center Services and Solutions Company

We have the experience and expertise of over 24 years in providing exceptional banking and finance call center outsourcing solutions. Over the years, we have offered 24/7 customer support to ensure swift resolution of transactional concerns, account inquiries, and technical issues. We deploy robust security protocols to safeguard your banking data from identity theft and fraud concerns. Our global clientele spans the USA, UK, Australia, Canada, and the Middle East. By banking on us, our clients delivered personalized assistance, minimized wait times, and enhanced overall customer satisfaction of their customers.


Years of





ISO: 9001:2015 Certified Company
ISO  27001:2013 Certified Company


Calls Handled


Customer Support


Customer Satisfaction


Data Security


Resolution Rate

Finance and Accounting Tools We Specialize In

Microsoft Dynamics GP

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What Our Customers Say

Invensis has helped us improve our first contact resolution rates without adding to our costs. In fact, our operational costs have been reduced, and our inbound calling process is working seamlessly, driving repeat business and referrals in leaps and bounds.

Lucas Clark
Leading Customs Brokerage Company in US

Invensis has empowered our call center executives to improve our customer satisfaction levels manifold. There are not many top call center outsourcing companies like Invensis around the world.

Oliver Taylor
Leading Logistics and Supply Chain Company in US

We wanted to keep our customers happy at any point in time. Invensis, a leading call center outsourcing company came up with a well thought out plan to ensure this. We are impressed by their stellar and cost-effective call center outsourcing services.

Amelia Thomas
Leading Automotive Company in France

What Our Customers Say

We are thrilled with the impeccable chiropractic billing services offered by Invensis. Their comprehensive knowledge of the industry, prompt claims processing, and meticulous attention to detail have immensely benefited our healthcare reimbursements. Highly commendable!

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John Davis
Leading Healthcare Company in the UK.

We are extremely pleased with the exceptional hospital billing services provided by Invensis. Their expertise and attention to detail in Medicare billing and compliance in medical billing have streamlined our revenue cycle and improved financial performance.

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Emily Johnson
Leading Hospital in the US.

Invensis has been an invaluable partner for our organization, providing exceptional ASC billing services. Their expertise and dedication have significantly improved our revenue cycle management. Highly recommended!

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Sarah Smith
Leading Healthcare Provider in Italy.

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Contact Information

You can reach us at:

Call us
+1 (302)-261-9036
Locate Us
Invensis Inc. 2785 Rockbrook Dr STE 204 Lewisville, TX 75067

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