Financial Services and Insurance

Why partner with TTEC?

Our BFSI
expertise

+30 years in financial services, handling high-risk environments, secure solutions, and CX innovation. We are trusted by some of the world’s leading financial institutions to support their most important asset – their customers.

How we're
different

We infuse humans with technology to power fraud prevention, collections, compliance, and premium customer experiences

The results that matter

The financial services industry moves fast, compliance pressures, rising customer expectations, and digital disruption demand a CX partner who understands the stakes. At TTEC, we don’t just manage interactions; we optimize, automate, and enhance them to drive real business outcomes.

If your KPIs don’t look like this, you’re not with the right partner.

99%

compliance exceeding goals

+95%

CSAT improvement for internal contact center quality ratings

598

associates onboarded in 3-months record time

95%

overall
quality score

70%

decrease in program cost

50%

decrease in operating cost

Our services

TTEC helps companies support customers (Contact Center Operations), grow revenue (Rev Gen), and optimize operations (CX Managed Services).

Contact Center Operations

Personalized, empathetic support across every channel

Customer Care

AI-driven solutions to resolve issues faster.

Back Office Support

Streamlining operations
for efficiency.

Fraud Operations

Protecting customers and securing digital interactions.

Credit & Lending

Support the full lifecycle of loan servicing.

Reduce costs, increase first-contact resolution, and boost customer loyalty.

Revenue Generation

Helping businesses grow by acquiring, keeping, and
boosting customer wallet share.

Collections

Engaging customers before delinquency escalates.

Customer Acquisition

Attracting and onboarding high-value customers.

Customer Retention

Strengthening relationships to prevent churn.

Increase conversion rates, boost sales, and enhance customer lifetime value.

We streamline CX operations for:

Banking

Retail Banking Support - Seamless omnichannel service for everyday banking needs.

Wealth Management Assistance - Personalized support for high-net-worth clients.

Digital Banking Optimization - Enhancing self-service and AI-driven customer engagement.

Our tailored solutions led to a 25% increase in customer satisfaction for a leading retail bank.

Insurance

Claims Processing & Support - AI-driven automation for faster claim resolution.

Policyholder Experience - Proactive communication and personalized policy management.

Underwriting Assistance - AI-powered risk assessment and customer interactions.

We enabled a major insurance provider to reduce claim processing time by 40%.

FinTech

Customer Onboarding & KYC - Ensuring compliance and frictionless digital onboarding.

Fraud Prevention & Risk Mitigation - AI-enhanced fraud detection and prevention.

Payments & Lending Support - Secure, efficient, and scalable payment processing solutions.

Our strategies resulted in a 30% increase in successful customer onboarding for a fintech startup.

Collections & Recoveries

Debt Recovery Optimization - AI and data-driven strategies to enhance collection rates.

Proactive Customer Outreach - Engaging customers before delinquency escalates.

Regulatory Compliance in Collections - Secure and ethical collections management.

We helped a financial institution achieve a 35% improvement in debt recovery rates.

Fraud

Fraud Detection & Prevention - AI-driven monitoring to identify and block fraudulent activities in real time.

Identity Verification & KYC Compliance - Ensuring secure, seamless customer authentication while meeting regulatory requirements.

Transaction Monitoring & Risk Management - Continuous analysis of transactions to detect suspicious patterns and prevent financial losses.

Chargeback & Dispute Resolution - Streamlined handling of fraudulent claims to protect revenue and improve customer trust.

Our proactive fraud screening services reduced fraudulent activities by 50% for a major financial firm.

We excel across these areas:

Impact Strategy

Doing good is part of doing business. That’s why our Impact Strategy goes far beyond hiring. It’s a full-circle approach to creating long-term value in the communities where we live and work. We build partnerships, empower talent, and deliver real change, together with our clients.

Learn more

Claims

We simplify the most complex part of customer service. Our claims solutions are built to be fast, accurate, and frustration-free, for customers and associates alike.

Sales & Upselling

Every interaction is a sales opportunity if you know how to spot it. We turn conversations into conversions with AI-enhanced insights and trained talent that knows when to listen and when to lead. The result? More revenue, more loyalty, less effort.

Payments Processing

We make payments painless. From secure transactions to real-time resolution, our CX-first approach streamlines every part of the payment experience across channels, geographies, and customer needs.

CX Managed Services

Optimizing and improving customer
experience operations