Industry

Financial Services

We help reimagine the financial services experience to enable companies to meet the dual challenge of providing unparalleled customer service and ensuring ironclad security.
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Financial Services

Reimagining
Financial Services

We offer expertise in Risk & Response, Trust & Safety, and innovative digital customer service to deliver personalized, accessible, and secure financial solutions that empower customers to achieve their financial objectives efficiently.

Digitalize Your Customer Experience

We modernize legacy technologies and assist with AI, RPA, and cloud-based infrastructure. Our generative AI tools guarantee adaptability and a competitive edge for your business.

Ensure Security and Compliance

We’re PCI, HITRUST, and HIPAA-certified. Our advanced digital protection solutions and comprehensive risk mitigation strategies help you navigate financial security challenges with confidence.

Efficiently Scale Support

Our contact center and accent neutralization services optimize efficiency and enhance CX, while our offshoring solutions provide significant cost savings, profitability, and global reach.

  • TaskUs has an unmatched specialty in FinTech. Financial service enterprises are planning ahead for future demands by working with outsourcing partners like TaskUs to help them become more agile and resilient. We assist businesses in navigating market changes and anticipating shifts by implementing proactive strategies to enhance customer support and fight back against the increase in financial crimes.

    We provide a wide range of services and extensive experience working with credit and lending providers, payment processors, consumer and commercial banks, insurance and investment providers, and credit unions. We help our clients protect their brand and customers by offering expertise in chargeback and disputes, and fraud prevention and compliance operations, including KYC and AML capabilities.

    – Annette Timmins, VP for Business Development | TaskUs
    Financial Services
    What We Do
    Banks, Credit Unions & Credit Card Processors

    We offer tailored solutions for enterprise banks and digital platforms, ensuring safe and innovative experiences that align with brand objectives and customer preferences. Our services include: 

    • Acquisition
    • Onboarding
    • Servicing
    • Retention
    • Billing & collections
    • Fraud, disputes, chargebacks
    • Back Office: Data entry, Document imaging & management
    • Clearance and settlement
    • Digital identity
    • Compliance
    Cryptocurrency & NFT

    We deliver secure, fast, and reliable experiences to protect the interests of both investors and artists. Our services include: 

    • 24/7 Blended Voice, Chat, Email, and In-App Support
    • Fraud Detection and Prevention
    • Real-Time Transaction Monitoring
    • Social Media Scraping and Content Moderation
    Payment Processors

    We secure your customers’ online payments and transactions through expert policy development and enforcement strategies. Our services include: 

    • Customer and merchant acquisition/onboarding
    • Customer and merchant servicing/retention
    • Fraud, disputes & chargebacks
    • Back-office
    • Merchant triage terminal conversion/troubleshooting
    • Billing & collections
    • Digital identity
    • Compliance
    FinTech

    Our comprehensive services encompass cutting-edge solutions, ensuring the secure and seamless processing of financial transactions. These include: 

    • Customer and merchant acquisition/onboarding
    • Customer and merchant servicing/retention
    • Fraud, disputes & chargebacks
    • Back-office
    • Merchant triage terminal conversion/troubleshooting
    • Billing & collections
    • Digital identity
    • Compliance
    Insurtech/Warranty

    We streamline insurance claims, warranty processes, and customer interactions by developing and implementing innovative solutions. Our services include: 

    • Sales Insurance
    • Sales Warranty 
    • Customer servicing/retention
    • Fraud, disputes & chargebacks
    • Claims
    • Supplier triage
    • Billing & collections
    • Back Office: Data entry, Document imaging & processing
    • Digital identity
    • Compliance

    Our Results

    • content moderation best practices
      Fintech Company Improves Anti-fraud Services Quality to 94%

      See how we significantly improved quality scores, customer and employee satisfaction levels, and average handling times (AHT) within our client’s fraud operations function.

      Download Case Study
    • Fraud Prevention and Transaction Monitoring for A Cryptocurrency Exchange

      Learn how we implemented a rigid training approach to deliver productivity, quality, and increased customer satisfaction.

      Download Case Study
    • EU-based Challenger Bank Increases Revenue by 85%

      Discover how our Super Teammates, through rigorous training and subject matter expertise, improved quality, CSAT, and revenue.

      Download Case Study

        Download Case Study

        Fraud Prevention and Transaction Monitoring for A Cryptocurrency Exchange

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          Download Case Study

          Anti-Fraud for a Fintech Organization

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          I understand that my information will be used in accordance with applicable data privacy law and TaskUs' Data Privacy Policy. Please review our Privacy Policy for additional information.

            Download Case Study

            Leading EU-Based Challenger Bank

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            I understand that my information will be used in accordance with applicable data privacy law and TaskUs' Data Privacy Policy. Please review our Privacy Policy for additional information.

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