Industry

Financial Services

We help reimagine the financial services experience so organizations can both deliver customer service excellence and ensure robust security.
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Customer experiencing seamless financial services solutions
Customer experiencing seamless financial services solutions

TaskUs: A Leader

TaskUs, Leader on Everest Group's Trust and Safety Services PEAK Matrix® Assessment 2024
We are a “Leader” in Everest Group’s Financial Crime and Compliance (FCC) Operations – Services PEAK Matrix® Assessment 2024.

TaskUs recorded an impressive score in the assessment report’s two evaluation dimensions–Market Impact and Vision & Capability–ranking ahead of other organizations.

Read the full report here

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    Everest Group Financial Crime And Compliance (FCC) Operations Services PEAK Matrix® Assessment 2024 - Focus On TaskUs

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    Everest Group’s Financial Crime and Compliance (FCC) Operations – Services PEAK Matrix® Assessment 2024
    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.

    • Amid shifting interest rates and decreased loan volumes, clients are prioritizing digital prowess for heightened resilience in advance of the next market upswing. We’re pleased Everest Group and our clients recognize we are a Major Contender in banking practices and agile technology through our top-tier partners.

      – Pragya Agarwal, VP, Financial Crimes & Risk Operations | TaskUs

    • Banks and non-banks increasingly have to face the delicate task of ensuring compliance without adversely impacting their customers’ experience.

      TaskUs with its strong CXM background is able to help enterprises manage this challenge effectively. Additionally, it has offerings focused on cryptocurrencies, gig-economies, gaming, FinTech, eCommerce, and more. This strong foundation has led to its recognition as a Leader in Everest Group’s FCC Operations PEAK Matrix® Assessment 2024.

      – Dheeraj Maken, Practice Director | Everest Group

    • When finance and tech meet, the challenge is clear: how to offer both a standout customer experience while maintaining security. As the industry continues to transform and cyber threats grow, it’s not enough to keep up, you have to stay ahead.

      At TaskUs, we boost our Risk+Response teams’ deep expertise with the latest technology to help ensure every financial interaction is as safe as it is seamless. The results speak for themselves. For example, we’ve significantly decreased average chargeback error rates from 25% to 0.09% for a modern card-issuing platform. That’s just one reason we’ve been named a leader in Everest Group’s Financial Crime and Compliance PEAK Matrix® Assessment 2024.

      – Annette Timmins, DVP, Regulated Industries | TaskUs
      A happy customer enjoying an enhanced digital experience in financial services
      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
      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
      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
      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
      • Customer Service & Sales Support
      Learn more
      Insurtech/Warranty

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

      • First notice of loss
      • Insurance/warranty sales
      • Customer servicing/retention
      • Claims
      • Billing & collections
      • Back Office: Data entry, Document imaging & processing
      • Digital identity
      • Compliance

      Our Results

      • How Accuracy Prevented $1M in Arbitration Losses

        Learn how we handled disputes and chargeback investigation processes based on our record of accuracy and robust risk and response expertise.

        Download Case Study
      • content moderation best practices
        Why a Healthy Agent Experience Raises the Customer Experience

        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
      • 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

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          Preventing Financial Losses for a Card-Issuing Platform

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            How Wellness-as-a-Service Improved Employee and Customer Satisfaction for a Financial Services Company

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              Leading EU-Based Challenger Bank

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