FINANCIAL SERVICES & FINTECH BPO

Financial services companies navigate a dynamic landscape defined by regulatory scrutiny, technological evolution, and demand for cost efficiency. To maintain agility and competitiveness, these firms often delegate non-essential tasks to domestic and international service providers. This approach grants access to a skilled workforce with cutting-edge technologies and industry know-how.

By doing so, they can center their efforts on core competencies and strategic growth, thereby delivering unrivaled value to their customers. This strategy also fosters innovation and nimbleness, allowing them to rapidly respond to market trends and regulatory changes.

Welcome to the Premier League of Finserv and Fintech Outsourcing
Fast-track your ascension in the financial world with the best BPOs specializing in finserv and fintech. Fuel your success. Your company and clients deserve exceptional service.
28
INDUSTRY-
LEADING
BPOS
Specializing in the financial services and fintech industry
388
FINSERV &
FINTECH
CLIENTS
Providing services to the world's leading financial services and fintech companies.
35
COUNTRIES SERVICE
DELIVERY
World-class front- and back-office support capabilities in 35 countries
Our Services
Front-Office
Customer Service
Disputes & Chargebacks
Fraud Detection & Mitigation
Technical Support
Sales and Lead Generation
Back-Office
Data Entry and Analysis
Finance & Accounting
Manual Identity Verification
Fraud Pattern Recognition
Compliance and Regulatory Support
Negative Balance Management
FINANCIAL SERVICES & FINTECH Clients of our Global Vendor Network
In the dynamic world of financial services and fintech, it is vital to navigate complexities, ensure regulatory compliance, and maintain a steadfast commitment to customer service. Our BPO vendors excel in these industries, combining a deep understanding of intricate financial systems with innovative technological prowess. They offer comprehensive, customizable solutions that allow organizations to streamline their operations, mitigate risk, and drive customer satisfaction. In addition, they harness fintech innovations to facilitate financial inclusion, digital banking, and seamless transactions, keeping your business at the forefront of the digital finance revolution. We facilitate your access to these world-class service providers, helping you stay ahead in the ever-evolving financial landscape.
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Company Logos
Case Study Snapshots
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Charles Schwab sought to enhance customer service operations while reducing costs. Partnering with an outsourcing provider for contact center operations led to increased efficiency and reduced costs. By leveraging cutting-edge technology and a highly skilled workforce, Charles Schwab improved customer satisfaction and retention.

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Fidelity Investments aimed to optimize back-office operations to minimize costs and maximize efficiency. By collaborating with an outsourcing provider, Fidelity gained access to skilled personnel and advanced technology. Outsourced back-office functions included trading, settlement, and compliance. This allowed Fidelity to concentrate on core business activities, improving operational efficiency and reducing costs.

Ask Us Anything

Embarking on an outsourcing journey or seeking to refine your current strategy? From inquiries about onshore, nearshore, or offshore options to in-depth discussions about industry best practices, services, processes, technologies, KPIs and their management, to industry compliance requirements, Cynergy BPO is here to assist. We're also here to share the unique solutions we've provided to businesses like yours. So, welcome to our 'Ask Us Anything' section. Remember, we're just one call away, eager to provide the answers and guidance you seek.
SPEAK TO JOHN MACZYNSKI, CEO