Financial Services

Financial service providers have unique business outsourcing needs encompassing everything from customer service to fraud operations

Financial Services Outsourcing practice by Xplore-tech is one of the fastest growing service offerings of the company. We offer you paramount practices, proprietary tools and methodologies in order to deliver outsourcing services including Personal Banking, Retail Banking, Investment Banking, Commercial Banking, Mortgage, Insurance and Wealth Management. Our financial services outsourcing services have helped many leaders in the BFSI industry.

With multi-location and global agent model, Xplore gives you the chance to opt for the best operative model suitable for you. We create a flexible delivery network that allows our esteemed clients to tap the right skills and services at the right price from our onshore, nearshore or offshore centers.

For our clients to achieve high conversions at a reduced cost, we offer them offshore contact centers in the Philippines and India. As per our clients’ ever changing business needs, we offer onshore and nearshore contact center service from our delivery centers based in the US and Canada.

Multilingual Support : At Xplore, we offers you the best linguistic support to meet your business needs. Our expertise in English, Spanish and French can help you to break geographic barriers in order to achieve your business goals.

Data Security Compliance : We are certified with Payment Card Industry's Data Security standards (PCI-DSS), which provides us with an actionable framework for developing a strong payment card data security process -including prevention, exposure and appropriate reaction to security incidents.

Our services:

Banking Operations Outsourcing :

  • Check processing
  • Adjustments and record retrievals
  • New account setup and maintenance
  • Credit card operations
  • SAR and fraud operations

Lending Outsourcing Services:

  • Loan processing
  • Loan underwriting
  • Loan closing and funding
  • Loan servicing

Asset Management and Brokerage Outsourcing:

  • Account setup and maintenance
  • Broker and advisor support services
  • Customer service
  • Transfer agency-related processing
  • Portfolio administration
  • Investment research


  • Data Management
  • Direct-response telesales
  • Sales/ Quotes acceptance & conversion
  • Customer Retention
  • Cross and up-sell
  • Customer service
  • Collections
  • Refunds
  • Billing
  • Claim processing
  • Fraud Checks
  • Claim Finalization
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