Banks and financial institutions face mounting pressure to enhance the customer experience while upholding security and compliance. They must combat sophisticated fraud and cyber threats, adapt to shifting regulations such as CFPB and OSFI, and keep pace with rapid technological change. At the same time, customers expect seamless omnichannel experiences, hyper-personalization, and intelligent interactions powered by AI and enriched with human empathy.
For over 15 years, we’ve helped leading banks and financial services firms enhance their CX services, build stronger reputations, and grow market share. We combine our customer-first approach with AI-driven tools and deep business insight to build bespoke solutions that tackle your unique challenges and position you for long-term success.
Increase customer lifetime value
Advanced analytics to better understand customer needs as well as target new customers
Expand channels of engagement
Omnichannel engagement complemented by our wide-ranging experience for added flexibility
Improve agent performance
Agent empowerment through ongoing training coupled with real time dashboards, Gen AI-powered knowledgebase, guided-workflows, and real time service alerts
Elevate experience
Intelligent, data-driven, and personalized experiences
#ResultsMatter
Banking and financial services company
Over $1M in savings annually
95-second improvement in AHT in three months
92.5% to 96.4% increase in quality scores in nine months
30-day reduction in agent time-to-proficiency in three months
Fortune 500 financial tech company
$20 million in sales revenue generated in one year
Team targets exceeded by an average of 200% across all campaigns
Banking company
18% boost in customer experience score
29% increase in quality score using speech analytics and a QA form redesign
Markets segments we cater to
Consumer & retail banking
Analyze operational challenges and design customized solutions aligned with your business strategy.
Complaints resolution
Collections and financial assistance
Fraud and financial crimes management
Payment processing
Back-office support
Regulatory reviews
Past business evaluations
Consumer & personal credit
Deliver exceptional omnichannel experiences leveraging our expertise in digitization, AI, and automation.
Personalized customer engagement
Complaints management
Early arrears collection
Operating model and process optimization
Qualified, trained resources aligned with your organization’s culture
Mortgage servicing
Provide efficient services designed to reduce your administrative load in today’s dynamic market.
Lead generation
End-to-end customer support
Loan origination, underwriting, closing, loan servicing, and default management
Advisory and assurance services on governance and regulatory requirements
We manage the full customer experience from sales and customer acquisition to ongoing care and back-office support. Our services help businesses improve operating efficiencies, drive predictable revenue growth through stronger acquisition, and elevate customer experiences to build brand trust and advocacy.
Acquisition & onboarding
Our tailored acquisition strategies combine advanced technology with skilled sales professionals to help you achieve your sales targets. Coupled with intuitive onboarding support, we guide customers through application assistance, KYB/KYC verification, AML screening, risk assessments, account setup, and card activations.
Outcome: Ensures a smooth start to the customer journey, building trust, driving engagement, and setting the stage for long-term loyalty from the very first interaction.
Servicing
Exceptional customer care is at the core of our servicing approach. By blending AI-powered tools with expert agents across omnichannel platforms, we provide responsive, empathetic support that addresses account inquiries, billing and payments, disputes, account closures, and rewards redemptions.
Outcome: Resolves customer queries efficiently, enhances satisfaction, and builds lasting trust in your brand.
Financial crimes & compliance
Our specialists handle fraud reporting, provide scam guidance, manage suspicious activity reports, and deliver detailed transaction information with speed and empathy.
Outcome: Helps meet strict regulatory requirements, resolve issues quickly, and maintain customer trust even in high-risk situations.
Chargebacks & disputes
Managing chargebacks and disputes efficiently is key to protecting customer relationships. Our teams resolve friendly fraud cases with care, conduct thorough investigations, and compile the necessary evidence and documentation to support timely resolutions.
Outcome: Minimize financial losses, ensure compliance, and deliver a fair, transparent experience that strengthens customer trust and loyalty.
Card reload services
Our card reload services ensure funds are processed quickly and securely, giving customers confidence and convenience with every transaction.
Outcome: Minimize errors, reduce friction, and strengthen customer trust in your payment services by combining robust systems with proactive communication.
Collections
By leveraging propensity-to-pay modeling and advanced dialer management, we help B2B and B2C clients optimize both inbound and outbound collections. Using targeted, omnichannel outreach, we ensure timely engagement that maximizes recovery while maintaining a positive customer experience.
Outcome: Reduce friction, improve engagement, and strengthen customer trust across all interactions with data-driven insights and empathetic communication.
We are happy to share feedback on our fruitful cooperation with ResultsCX in the recent years. Dynamics in modern days requires a reliable and very flexible partner and this is exactly what makes ResultsCX among the preferred partners of Allianz Bulgaria.
Collaboration is easy, productive, straight to the point and they always find a way to make things happen. I am glad we have ResultsCX as our partner."
How we do it
Workforce Readiness
Market leading seasonal ramp-up capabilities and a database of 20,000+ highly skilled financial services professionals. Bespoke referencing and vetting ensure top-tier resource quality.
Customer Focus
Advanced analytics across multiple platforms to understand customer needs and propensity to convert.
Elevated Experiences
Combining analytics, intelligence and workflow tools to curate the desired experiences, including identifying bottlenecks and pre-empting service disruption.
Agent Enhancement
AI-driven, next-gen platforms for agent training, equipping agents with real-time support in the form of conversation-driven assistants, guided workflows and AI-based dashboards.
Deep Insight
A market-leading advisory practice comprising experts across all financial services sectors, who have successfully led global firms through periods of change.
Security and Compliance
Top of peer group security ranking with certifications including HITRUST, PCI-DSS, SOC I, SOC II, and GLBA.
Why partner with ResultsCX
As a trusted partner, we tap into our deep experience, advanced AI tools, and process excellence capabilities to deliver tangible outcomes.
Tech-enabled hyper-personalization: Leading-edge technology solutions, including Gen AI, analytics and intelligent automation, to drive hyper-personalized experiences.
Process & governance excellence: Process and governance aligned with regulatory requirements for improved operational efficiency and compliance.
Omnichannel customer experience: Seamless, data-driven CX across channels and geographies.
Agent empowerment: AI-enabled hiring and training to accelerate speed-to-proficiency and rapid scalability during seasonal ramps.
Proprietary digital assets: AI-driven SupportPredict Suite and Knowledge as a Service (KaaS) complemented by strategic partnerships with industry-leading AI and RPA platform providers.
Security & compliance: Top-2 BitSight ranking since 2021 and certified in PCI-DSS, SOC 1 & II, GLBA, and FFIEC.
Global footprint: Flexible engagement models with operations across US, Philippines, LATAM, and EMEA.
Compliance certifications
ResultsCX meets or exceeds all industry regulatory and security best-practice standards.
Awards & recognition
We have been recognized a leader across most aspects of our work – from Customer Experience Management (CXM) to security to workplace innovation. We believe that every day brings new opportunities to do better and become better. See what industry analysts and customers are saying about ResultsCX
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