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talk to us

Fintech & Insurtech

Scale seamless, compliant experiences for rapid, sustainable growth

Talk to an expert

Operational agility and customer outcomes

Fast-growing Fintech and Insurtech companies face the challenge of balancing customer acquisition, scaling operations, and driving profitability–all while competing against industry giants and navigating increasing regulatory scrutiny. Customer support and back-office operations further strain resources, threatening financial sustainability.

As a strategic CX partner to digital-native enterprises, we help Fintechs scale operations cost-effectively, ensuring stringent regulatory compliance and delivering exceptional customer value. With extensive expertise in both the Fintech and regulatory sectors, our leadership team fully understands the challenges and opportunities you face—and, most importantly, the strategies needed to thrive and succeed.

#ResultsMatter

Two decades ago, we pioneered customer experience operations for the first digital bank in the UK, setting the stage for the future of banking.

We’ve partnered with 2 of the top 5 digital insurers to build scale their operations, accelerating their success and industry leadership.

Led by a team of experts in financial services

Martin-dodd
Martin Dodd
CEO, Huntswood
  • Former MD-Customer Operations, Lloyds Banking Group
  • Responsible for 7,500+ people, 11 locations across multiple channels
  • Led a 50% reduction in volume over an 18-month period
Patrick 1
Patrick Masserano
COO, Huntswood
  • 20 years experience in Banking including COO - Monzo Bank | Transformation Director – Santander | Head – Collections at Lloyds Banking Group
  • Responsible for 7,500 people, 11 locations across multiple channels
Kerry Sharkey
Kerry Sharkey
MD, UK
  • Former Head – Customer Operations, TSB | Lloyds Banking Group
  • 25 years in Financial Services
  • Managed over 3,000 colleagues
Helen Maslin Fintech experts
Helen Maslin
MD, SA
  • Former Head of Risk –Quilter and Metro Bank | Lloyds Banking Group
  • 19 years’ operational experience
  • Led risk, compliance and regulatory change teams
Bryan-Putt
Bryan Putt
Controls and Oversight
  • Set up Lloyds Banking Group operations in India and the Philippines
  • Over 30 years’ experience in Banking and offshoring
  • Accountable for leading all Risk & Security as a supplier for over 100,000 staff across 50 sites for multiple banking and financial services companies
Emma Mitchell UK financial regulatory expert
Emma Mitchell
Director, Advisory Services
  • Formerly at FOS (Financial Ombudsman Service) and KPMG
  • Extensive experience in business conduct, governance and controls, complaints, and customer outcomes

What we deliver

Improved customer acquisition

Reduced churn

Higher customer LTV

Increased revenue & growth

How we do it

Our purpose-built Customer Experience Management (CXM) solutions adapt seamlessly, cutting costs and improving capital efficiency to extend your financial runway.

Fintech Center of Excellence (COE), a premier hub for operational excellence, aligns with business objectives, assigns clear roles and responsibilities, optimizes processes, and leverages advanced technology to optimize outcomes.

Personalized interactions and proactive support across multiple touchpoints—websites, mobile apps, customer support, and social media—ensures seamless, responsive, and integrated customer engagement.

Focus on delivering exceptional experiences using our omnichannel solutions and voice of customer, drives strong customer acquisition and retention in the rapidly evolving space.

A digital-first approach rooted in a customer-centric culture, ongoing investment in advanced technology and employee training, powers continuous innovation and growth.

Agile operating model, start-up mindset, and a global delivery (onshore, offshore and nearshore) to access critical skills and fuel efficient, capital-light operations.

Innovation-driven customer engagement and experiences

AI-driven recruitment and training for skilled talent, deep employee engagement and continuous improvement.

Agent AI for next-best actions, fast resolution, proactive support, and cross-sell/upsell opportunities.

Chatbots to handle routine customer interactions, reducing call volume and boosting customer satisfaction.

Speech and text analytics to capture customer sentiment and provide personalized experiences.

Do more with our industry-leading CXM solutions

Customer acquisition, servicing and retention

Enhance customer and agent experiences with automation, AI and analytics. Deliver personalized omnichannel interactions, while boosting agent productivity.

Complaints management

Simplify the complaints process and accelerate resolution, helping customers feel valued and building long-term loyalty in an era of increased choice and easier switching.

Social Experience Management

Monitor social media, forums, and blogs; triage and route inquiries to response teams; drive sales conversions with proactive chat; and activate social media campaigns aligned with your marketing goals.

Tech support

Enhance the product ownership experience with full-service omnichannel tech support, expert agent training, a consultative approach, and a strong agent pipeline.

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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March 10, 2023

Transform Your Customer Experience, Act Now!

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