Financial Services BPO for Improved Customer Satisfaction

Omni’s gig workers provide exceptional customer support and are uniquely certified to protect your customers and their data. More efficient staffing means at least a 15% reduction in the workforce required.

Our Numbers Speak for Themselves

30 K+
Remote Brand Ambassador Network
0 %
Total Client Cost Savings
0 %
Reduction in Average Handle Time
0 %
Reduction in Full-Time Employees

Compliant Financial Services Business Process Outsourcing That Improves Customer Satisfaction

The customer experience is more important than ever for financial services organizations. In a highly regulated industry, customer service is often outsourced for risk management. Third-party providers specialize in meeting industry compliance requirements and use process automation to ensure quality customer care.

Finance Business Process Outsourcing and financial services call center outsourcing can help you save money while delivering quality customer service. In addition, by outsourcing customer care you can free up internal resources to focus on other aspects of your business. And, when done correctly, outsourcing customer care can help you improve your PCI compliance.

Finding Call Center Agents With Financial Services Experience

Banks and financial institutions’ call center agents need to have a deep understanding of the products and services they are representing. They also need to be able to handle customer questions and concerns with empathy and professionalism.

When outsourcing customer care, it is important to find workers who have experience in the financial services industry. Our team receives thousands of applications each month. We carefully select only the most exceptional people to join our growing network of contact center representatives.

Our team only includes the top talent from across the globe – not just locals near a physical call center. This affords us the ability to:

  • Timely access to more eligible prospects
  • Hire more knowledgeable, savvy, and seasoned professionals
  • Drastically slash attrition rate
  • Choose from a large variety of talented and proficient people. Ensure they match your company’s values and possess the necessary job skills for the job.


The work-at-home business model gives us lots of options. We’ll find the best partner for your organization. Together, we’ll provide excellent service to your valued customers.

Use Omni for Growth and Seasonality

Finance and Accounting businesses experience significant fluctuations in customer service demand throughout the year. To meet these constantly changing needs, many financial institutions are turning to business process outsourcing services.

Competition in customer service has increased. Many businesses are deciding to outsource these services to a business process outsourcing BPO services. This is proving to be beneficial. Here’s why:   

  • Outsourcing gives you the advantage of being able to draw from a larger pool of experienced customer service reps. 
  • You won’t have to go through the hassle (and expense) of hiring and training temp workers. 
  • An outsourced provider can help you meet your increased customer demands during seasons or busy periods.

If you're looking for a way to improve your organization's customer service during busy times, consider outsourcing to a qualified provider.

PCI Level 1 and SOC2 Type II

We take our customers’ and Gig Workers’ security seriously. We hold PCI Level 1 certification. This guarantees the safety of credit card data.

It is achieved by meeting the Payment Card Industry Data Security Standards requirements. It ensures that all businesses that accept, handle, store, or transfer credit card information operate securely. We are proud to have Level 1 certification – the highest and most stringent level.

A SOC 2 Type II report is an internal controls report. It captures how a company safeguards customer data. It also shows how well those controls are operating.

Companies that use cloud service providers use SOC 2 reports to assess and address the risks associated with third-party technology services. Independent third-party auditors issue these reports. They cover the principles of Security, Availability, Confidentiality, and Privacy. The purpose of the reports is to provide an independent assessment of Omni’s security and privacy control environment. 

25%-55% Cost Savings

An at-home workforce can manage customer interactions as efficiently as a traditional workforce. This is made possible with more efficient staffing. There are no added costs or fees. In other words, you’d need 15% fewer employees to do the same job.

In-person or traditional office-based workers need physical space to accommodate seasonal staff. This requires additional cost and can be impractical. With Gig Workers, there’s no need for extra space.

Our virtual learning design eliminates the need for a physical training room, making training 25% faster than usual. This also saves on costs when it comes to seasonal or ramp training. The time we save from training can be used for even more cost-saving initiatives, like getting rid of the need for a physical workspace entirely – particularly handy during times of the year when said spaces are mostly unused anyway.

Omni Partners with a Leading Financial Services Company to Provide Relief for Tax Season

On tax day, we had nearly 3,000 GBAs on the phones and handled more than 900,000 contacts during that season. Omni averaged 7.54 hours worked on peak days and was the top-performing team. Omni handled the largest volume of calls for the tax software company, more than 60% of the BPO’s tax software customer support volume.

1 K
Gig Workers
0 K
Cost Savings
0 %
Seasonal Increase

Launch Your CX to the Moon and Beyond!