Call center for Financial

Financial call center solutions for banks, brokerages, and more

At Loop Contact Solutions, we understand the intricacies of financial customer service. That’s why we offer specialized financial call center outsourcing designed to meet the unique needs of banks, brokerage firms, credit unions, and other financial institutions. Our services ensure that every interaction delivers value, quality, and satisfaction – all at an honest, low cost.

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Streamline your customer interactions with our expertise

Navigating customer service in the financial sector can be complex. Whether you’re a bank, a credit union, or a mortgage lender, our financial call center solutions provide the support you need to manage customer interactions efficiently and effectively. We handle everything from account inquiries to complex financial advice, making sure your clients receive the best service possible.

Transform your customer service

Experience top-tier service powered by our teams in the Philippines. At Loop Contact Solutions, we pride ourselves on providing financial call center outsourcing that meets high standards of excellence – without breaking the bank.

 

From managing high call volumes to offering after-hours support, our financial customer service outsourcing is designed to be flexible, scalable, and effective. We adapt to the challenges specific to your sector, providing personalized support that grows with your institution, providing customer acquisition, retention, growth and support solutions from our Manila-based call center.

Why choose Loop?

  • High-quality, low-cost solutions: Get the best of both worlds – exceptional quality at an honest price.
  • Expertly trained agents: Our teams specialize in financial services, ensuring expert handling of all client interactions.
  • Transparent and honest: We believe in transparency and honesty in all our services, so you always know what to expect.

 

Ready to raise the bar for your financial institution’s customer service experience? Get in touch with Loop Contact Solutions today to learn more about our financial call center solutions. We’re here to help you succeed.

 

Industry Hurdles

Avoid These Common Call Center Pitfalls

Unanswered calls

If your call center closes at 6:00 EST, that’s 3:00 in the afternoon in California. Anyone unavailable during business hours — whether they call you or you call them — will be missed. All those sales will be missed too.

Uninformed agents

You can tell when an agent doesn’t know what they’re doing — which is usually the fault of bad management. Customers get angry, the company looks like trash, and the agent takes longer on the call, which costs more since agents are paid by the hour.

Losing out on sales from your marketing

Many companies lose 25% – 40% of inbound sales from callers who saw the marketing but aren’t convinced. A simple order taker won’t close the deal. These are complex sales. Callers have questions and concerns; they need to be persuaded.

Missing out on cross sell and upsell opportunities

New customers are extremely receptive to cross sells/upsells. So if you’re not taking advantage of this, you’re leaving money on the table — especially premium products. This is a great way to grow your business enormously.

Poor customer service

Unhappy customers leave. Happy customers stay, renew, buy more. The secret? Use a call center that provides quality support, proactively identifies problems, and fixes them. Do that and cancels will go down while sales go up.

Not saving cancellations

We usually convince 25% (or more) of cancels to stay. Most companies don’t even bother or the save attempt is very weak. Email/website cancels are almost never called back, so none of them are saved.

Payment problems

It’s madness to lose customers over credit card declines or other payment problems. It usually just takes a call to resolve the issue or convince your customer to continue their subscription.

Our call center will handle all these challenges. We will also provide a high-performance sales team.

Call center services for financial

We provide inbound and outbound call center services with highly trained, dedicated agents, through phone, email, live chat, and social media

  • World class customer service
  • Inbound phone sales
  • Outbound phone sales
  • Cross selling
  • Upselling
  • Premium, high priced publication sales
  • Early renewals and upgrades
  • Saving cancels and refunds
  • Outbound phone saves to customers who cancel via email or in the membership area
  • Outbound calls to save failed subscription autorenewals
  • Winback former customers and expires

Our numbers

90%

Inbound Conversions

25%

Saves

95%

Quality Score

150%

ROI

SOLUTION TO GROWTH

Why Loop?

As a full-service call center, we create high performance sales, customer service, technical support, and retention teams to handle everything you need — from inbound and outbound phone calls to email support to live chat. Our agents, processes, and technology are optimized to help you achieve your business goals.

What our clients have to say

Try us for 90 days and see real tangible results before you make your decision

Talk to an expert!

Thinking about outsourcing? Send in this form and we’ll set up a call right away.

111 Paseo de Roxas Ave Makati,
Metro Manila,
1229 Philippines

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Certifications

How it works

FREQUENTLY ASKED QUESTIONS

Why should I outsource my financial publishing call center service?

Focus on the big goal, perfecting your product or service, or getting the word out there, while we take care of bringing the customers to you.

We have an all-inclusive fee that takes care of everything from strategy to training to management. Reach out to us to get a quote based on what your business needs.

Any. We work with companies of all sizes, across multiple industries. Often small businesses come to us just needing an agent or two, then quickly increase to ten, or much more. Our goal is to help your company grow big, or even bigger.

We are confident in our processes. Our clients often get their ROI upfront because we continuously monitor and improve to reach your goals faster.

All of our Senior Leadership team members have over a decade each of experience creating and running high quality sales and support services for small and large businesses across a wide variety of industries. We’ve taken everything we’ve learned to create solutions and services that specialize in sales and retention. We put in the time and effort to study our clients’ business, products or services, and customer needs in order to provide services that deliver the best results.