Insight Group
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Call Us: 787-625-1930
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BANKING & FINANCIAL SERVICES

We look forward to getting to know you, talking CX, and (our favorite part) learning how we can make your life easier.

Meet the demand for secure, modernized banking.

Today’s customers are looking for modern solutions for handling their financial service needs. You need to deliver on their ever-increasing expectations, while remaining vigilant on security concerns, managing risk, and cost to serve. Whether that’s digital access, mobile enablement, effortless experiences, or more, we’ve got you covered. We help banks, fintechs, and payment service providers enhance and transform all aspects of the customer lifecycle with innovative operational and technology solutions.

And, we do it all securely with an in-house compliance team and integrated fraud prevention processes and tools to ensure compliance with applicable laws and regulations.

Retail & Commercial Banking
Deliver exceptional CX across the customer lifecycle to acquire, manage, and retain your most valuable customers. From opening accounts and onboarding to transaction processing and account maintenance, we deliver effortless support and digital experiences, including back office functions. We can help you better orchestrate your customers’ journeys, so you can keep them coming back for more.
Credit Cards

Enable customers to make the right credit choices for their lifestyles or business needs. We integrate analytics and technology to personalize credit product offers to help your customers select the best options for their unique needs. Through card administration, product and technical support, and payment processing, we provide experiences that increase long-term loyalty.

Mortgage & Lending

Mortgage & Lending

Deliver a better, easier loan experience. With a plethora of options in a highly competitive marketplace, applying for a loan can be one of the most complex and stressful financial decisions your customers face. We can help ease the entire end-to-end journey for mortgage and other lending with support for application processing, credit decision-making and underwriting, loan origination, and loan servicing.

Wealth Management

Better support your customers by optimizing your wealth management operations. We can help you administer wealth management platforms for managed funds, securities, and investments.

Collections

From early to late stage, collect more and reduce cost by focusing on CX to improve collections and build brand loyalty. We can help you reset your collections strategy at the segment level, use advanced analytics to understand customer intent and motivation to pay, and apply technology to hyper-personalize omnichannel contact strategies to achieve the best results.

Fraud & Risk Management

Make it easy for customers to report suspected fraud—and let them know you’re protecting them every step of the way. Supported by our automated fraud detection and prevention technology and analytics, we help you minimize risk by handling know your customer (KYC), anti-money laundering (AML) and sanctions screening, as well as complaints, dispute and identity resolution, and credit risk warning.

Lets get in touch

Call us for fast support to this number.

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

    787-625-1930
    sales@insightgrouppr.com
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    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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