Fast-tracking Fintech Escalation Resolutions to Strengthen CX

People don’t like to wait when their money is at stake. Faced with two-day resolution times and massive false-positive fraud flags, this leading robo- and micro- investing firm needed an immediate solution. TaskUs delivered a strategic overhaul that put real-time support through live escalations in the hands of the frontline, significantly enhancing customer satisfaction. 

Uncover the workflow improvements we implemented to resolve the company’s escalation management issues, boost its CSAT scores and reinforce customer trust.