Insight Group
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Call Us: 787-625-1930
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Banking & Financial Services

We provide a modern baking experience with the security it deserves.

Deliver secure and modernized banking.

When managing bank and financial services and offering modern options to the customer to administer their financial transactions successfully, security and fraud prevention are our top priorities. At Insight, we count on innovative technology and a group of experts to ensure compliance with laws and regulations while protecting all the client’s confidential information. With the latest operational and technology solutions, we assist banks and payment service providers to improve their customer’s banking experience resulting in customer satisfaction.

Retail & Commercial Banking

When it comes to retail and commercial banking processes, such as opening accounts, transactions, and account maintenance, we deliver outstanding customer support, security, and diverse options to manage financial services through innovative operational technology. Our goal is to ensure that the customer journey with the business is satisfactory in all areas of their financial transactions.

Credit Cards

Credit card selections could be challenging with the array of offers in the market. Using analytics, we assist customers with products that best fit their lifestyle or business needs while making the application process secure, card administration, and payment processing quick and easy through customer consultancy and technical support to build customer loyalty.

Mortgage & Lending

At Insight, we provide an exceptional experience when applying for a loan. We offer consultation to help customers select the best option in a highly competitive marketplace. We also support the client through the entire application process, which includes credit decision-making, loan origination, and loan servicing. 

Wealth Management

Managing your business finances proficiently is essential to establish better support for customers. Our experts will assist with innovative platforms to administer funds, create securities, and make investments to grow your business.

Collections

We provide strategies to achieve more success with your collections endeavor at a reduced cost through CX. After analyzing and studying the customer's motivation to pay off the balance due, we apply a specific contact approach to accomplish the goal of recollection. 

Fraud & Risk Management

We help secure financial information and banking transactions. Our experts use our automated fraud detection and prevention technology to support your business and minimize risks while handling anti-money laundering and sanctions screening, credit risk warning, complaints, disputes, and identity resolution. We provide consistent customer service to assist with fraud reports and make every client feel protected.

Lets get in touch

Call us to start growing your business!

787-625-1930

    Insight Group

    Insight is certified as a Minority Business enterprise with the flexibility to provide BPO Contact Center Services from Puerto Rico, Dominican Republic and Colombia.

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    • Digital Customer Care
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    • Digital Sales​
    • Cross & Up-Selling​
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    Get In Touch

    HQ Physical Address: CWF5+C29, Cll 4, San Juan, 00925

    787-625-1930
    sales@insightgrouppr.com
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    Copyright © 2023 Insight Group. All Rights Reserved.

    Insight is certified as a Minority Business enterprise with the flexibility to provide BPO Contact Center Services from Puerto Rico, Dominican Republic and Colombia.

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    787-625-1930

     sales@insightgrouppr.com

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