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BFSI Call Center Outsourcing for
Banking, Financial Services and Insurance

Secure, compliant call center outsourcing through a vetted portfolio of BFSI experienced partners

BFSI Call Center Outsourcing, Simplified

Call Center Concierge helps BFSI organizations outsource customer support and back office operations through a vetted portfolio of call center partners with proven experience in regulated financial environments.

Banking, financial services, insurance, lending, and fintech organizations rely on secure, compliant customer interactions across voice and digital channels.

 

We connect BFSI leaders with qualified call center providers that already support these programs at scale, while giving clients flexibility and control over their outsourcing strategy.

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What BFSI Call Center Outsourcing Includes

BFSI call centers have regulated customer facing and back office operations that follow strict security, compliance, and process discipline. Partners protect sensitive data while delivering consistent quality at scale.

  • Customer Services and Account Support

  • Inbound and Outbound Collections

  • Loan servicing and mortgage operations

  • Fraud alerts and transaction monitoring

  • Dispute resolution and chargebacks

  • Sales, retention and onboarding

  • Insurance policy services and claims

  • Accounting & fractional CFO services

  • Back-office processing and documentation

BFSI Industries We Support

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Retail banks, fintech & payment companies, commercial banks, credit unions, and digital banks outsource customer support for account servicing, lending operations, fraud response, and customer engagement.


Explore banking & fintech call center outsourcing →

Banking & Fintech Call Center Outsourcing

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Consumer lenders, mortgage providers, and credit organizations outsource servicing, payment support, collections, and customer inquiries under strict compliance requirements to BPOs that have industry experience.

Explore lending & credit call center outsourcing →​​

Lending and Credit Services

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Life, health, property and casualty, and auto insurance organizations outsource policy servicing, claims intake, and member support while maintaining regulatory controls.


Explore Insurance call center outsourcing →

Insurance Call Center Outsourcing

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Fractional CFO, finance support & accounting outsourcing services. Forecasting, budgeting, cash flow planning, strategic planning, accounting system implementation

Explore fractional CFO & accounting outsourcing →

CFO & Accounting Outsourcing

Why BFSI Organizations Use Call Center Concierge for its BPO Portfolio

BFSI organizations work with Call Center Concierge to simplify partner selection, reduce risk, and maintain control over regulated outsourcing decisions.

  • Access to a vetted portfolio of BFSI experienced partners

  • Independent recommendations without vendor lock in

  • Faster partner selection without lengthy RFP cycles

  • Support for single site or multi-vendor strategies

  • Onshore, nearshore, and offshore delivery options

  • Coordinated meetings, direct negotiating & contracting with BPOs

  • Best competitive pricing, national and global

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Security, Compliance, and Risk Management

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Concierge CX 

Compliance Framework and Operations

Our BPO providers maintain top-tier security, protecting sensitive data and ensuring compliance with industry regulations.

  • Facility Access Control Sites are secured with biometric or swipe card entry systems and security cameras.

  • Terminal Security: Terminals are safeguarded by advanced security controls, including VPNs, VDIs, firewalls, cyber threat detection software. 

  • Compliance Standards: Our partners adhere to to regional and global compliance standards for; PCI, SOC II, ISO, HITRUST, HIPAA, FERPA, DOD, and GDPR. 

  • Employee Screening: Background checks are conducted per client requirements. 

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  • 100% Monitoring: 100 percent call recording with AI based quality assurance review supports compliance and continuous monitoring.

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24/7 Call Centers

How Call Center Concierge Works for BFSI Outsourcing

Call Center Concierge acts as an independent sourcing and strategy advisor, helping BFSI organizations identify, evaluate, and select the right outsourcing partners with confidence.

Step 1

Define Requirements and Risk Profile
Our CX team will assess your BFSI operations, compliance requirements, delivery preferences, and customer experience goals to establish clear criteria for partner selection
.

Step 2

Match with Vetted BFSI Partners
We identify and introduce qualified call center partners from our vetted portfolio that align with your security, regulatory, and operational needs.

Step 3

Support Evaluation and Selection
We will arrange and coordinate BPO meetings and you can negotiate directly with the BPO. You can select the partner or partners that best fit your program, with our support throughout diligence, alignment, and decision making.

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We Work For You

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Book a Free Consultation

By submitting this form, you agree to be contacted about the services and products our portfolio offers.

Contact Us 

Call Center Concierge

Grow your business with our global CX portfolio, offering the manpower and digital solutions you need to compete and thrive.

Memberships

American Health Insurance Plans (AHIP)

Educause 

Health Information Managment Systems Society (HIMSS)

Contact information

USA:     561-559-9065

Ireland: 353-89-652-3827

Einfo@callcenterconcierge.com  

Call Center Concierge LLC

777 Brickell Ave, #500-93991

Miami, FL 33131 

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