• Financial Services
    Are you innovating to meet
    financial services customer
    experience trends?

    The answer is human AI.

    Transform your CX strategy
Innovation and Transformation

Fintech CX transformed.
CSAT way up.

TaskUs blends human ingenuity with advanced technology to elevate customer experiences. We have TaskGPT, a powerful suite of solutions for a range of Generative AI use cases within financial services. It helps customer service teams deliver accurate and personalized responses at scale, at less cost and time.
  • Case Study
    AssistAI for Enhanced Customer Support and Improved KPIs

    TaskUs partnered with MoneyLion to seize the benefits of AI-powered CX. Through our TaskGPT platform, our AssistAI solution helped MoneyLion generate significant improvements in Average Handling Time (AHT), quality baseline, and Customer Satisfaction (CSAT) scores.

    Download Case Study
    Legal, Regulatory, and Compliance

    Compliance ✔
    Secured transactions ✔

    TaskUs’ financial services customer experience solutions and compliance consulting help you remain ahead of the ever-changing regulatory landscape. We are a leader in providing AML/CFT compliance, sanctions screening, and enhanced due diligence to secure your platforms and customers.
    • compliance outsourcing
      Case Study
      A Partnership Like No Other: Program Design for Compliance

      A European challenger bank offering digital alternatives has been experiencing tremendous growth since its launch in 2015. They partnered with TaskUs to strengthen client-customer relationships, improve processes, and form the best possible team to protect and secure the customers’ data.

      Download Case Study
    • compliance outsourcing
      Press Release
      TaskUs recognized as the Leader in the 2023 SPARK MatrixTM for Financial Crime and Compliance (FCC) Operations Services by Quadrant Knowledge Solutions

      TaskUs, with its comprehensive technology and customer experience management, received particularly strong ratings across the parameters of technology excellence and customer impact.

      Read More
      Fraud, Identity, and Risk

      Fraud. Detected. Fraud. Monitored. Fraud. Prevented.

      TaskUs combines people and AI to identify, mitigate, and prevent fraud. We help you protect your brand and customers.
      • Industry Knowledge
        Fraud Prevention Reimagined: Implementing Wellness Interventions to Combat Fraud

        Fraud can be triggered by psychological factors. Using tips and tricks from psychology can help us understand how to tackle bad actors. Read how fighting fraud through psychology principles works.

        Read More
      • healthcare bpo
        Case Study
        Fraud Prevention and Transaction Monitoring for a Cryptocurrency Exchange

        A cryptocurrency company needed a fraud prevention team as it expanded its services and catered to the growing customer demand. They partnered with TaskUs to handle the following lines of business: Identity Operations, Policy Ops, Manual Account Recoveries, and Account Takeover Labeling.

        Download Case Study
      • healthcare bpo
        Case Study
        Anti-Fraud Solutions for a Fintech Organization

        We helped a fintech company recalibrate processes and support fraud operations. We developed a multilevel strategy that improved customer satisfaction levels, decreased handle times, and increased quality scores. As a result, TaskUs became the preferred vendor, allowing us to support more anti-fraud solutions for their business.

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        Lending and Credit Services

        Powering stronger credit networks

        TaskUs offers customer support outsourcing, dispute resolution support, and anti-fraud services for Buy Now, Pay Later (BNPL), alternative scoring mechanisms, and other lending and credit services.
        • Case Study
          Creating an Automated Loan Processing System for a Leading Financial Firm

          We helped a capital loan provider address errors and low productivity affecting their loan approval process. We built an automated loan system that digitized labor-intensive data entry tasks. This resulted in reduced handling times and increased quality and cost efficiency.

          Download Case Study

            Join Us!

            Let’s connect at Fintech Meetup!

            We are showcasing the power of people and Generative AI in delivering enhanced scalability, agility, and security to financial services companies.

            Visit Us at Booth #903 and discover Ridiculously Good outsourcing and digital solutions that produce results at reduced costs.

            We Have Big Ambitions, Just Like Our Clients Do

            Our goal is to become the world’s largest tech-enabled business service provider. We’ll never stop innovating, partnering with and delivering superior solutions to our clients in pursuit of this goal.