Financial BPO
Back-office and customer operations, fully outsourced
Every lending business runs on operations that don't need to sit in-house — loan servicing calls, document processing, customer support, and back-office reconciliation. We run these as a managed service with trained teams and SLA-backed delivery.
What we do
How it works
Process Mapping
We document your existing workflows and identify what can move to a managed service.
Team Ramp-Up
Agents are hired, trained on your product and compliance requirements, and deployed.
Go-Live
Operations transition with parallel-run monitoring to ensure no service disruption.
Continuous Improvement
SLA dashboards and audits keep quality and turnaround times on track.
Eligibility Criteria
- Lending or financial services business with recurring operational workload
- Defined processes that can be transitioned to a managed team
- Willingness to run a parallel transition period for quality assurance
Documents Required
- Current process documentation / SOPs
- Volume and staffing data for the functions being outsourced
- Compliance and data-handling requirements specific to your business
Pricing
Priced per FTE or per transaction depending on the function — we'll model this against your current volumes.
Frequently Asked Questions
Who is typically eligible for our Financial BPO service?
Lending or financial services business with recurring operational workload. Defined processes that can be transitioned to a managed team. Willingness to run a parallel transition period for quality assurance.
What documents are required for Financial BPO?
Typically: Current process documentation / SOPs, Volume and staffing data for the functions being outsourced, Compliance and data-handling requirements specific to your business.
How does pricing work for this engagement?
Priced per FTE or per transaction depending on the function — we'll model this against your current volumes.
Ideal for
- •NBFCs scaling customer operations
- •Digital lenders without in-house servicing teams
- •Businesses seeking cost-efficient back-office support
Explore related services
Get Started with Financial BPO
Tell us where you are and we'll get back to you within one business day.
