5 Best Financial Services Call Center Outsourcing Companies

Financial services call center

In today’s competitive business landscape, providing exceptional customer service is a key differentiator for financial service providers. To meet the increasing demand for round-the-clock support, many financial services companies are turning to call center outsourcing.

By partnering with specialized outsourcing providers, you can enhance your customer service capabilities while maintaining cost efficiency. 

In this article, we will explore the five best financial services call center outsourcing companies that have established themselves as industry leaders. These companies have demonstrated excellence in delivering top-notch customer support, handling complex financial inquiries, and ensuring compliance with regulatory standards. 

Additionally, research shows that 78% of customers believe they have a better experience when a customer service agent doesn’t sound like they’re reading from a script. Thus, these outsourcing companies prioritize training their agents to provide genuine and personalized interactions, fostering stronger customer relationships. 

Let’s delve into the unique features and benefits offered by these top financial services call center outsourcing companies.

5 Best Financial Services Call Center Outsourcing Companies

  1. Helplama
  2. RDI Winning Smart 
  3. SkyCom
  4. Fusion BPO Services
  5. Simply Contact

1) Helplama

Rating: 5/5

Location: Walnut, California.

Founded: 2016

Helplama distinguishes itself as a premier financial outsourcing customer service agency, delivering a diverse range of outstanding solutions. 

With a vast talent pool of highly skilled professionals, they have flexible staffing options tailored to accommodate your specific business requirements. Moreover, they prioritize the seamless integration of their support staff into your operations by providing comprehensive on-site training programs.

Key features

  • Domain expertise: Helplama stands out in its ability to recruit customer service professionals who possess industry-specific expertise.
  • All-in-one support: They take care of customer support across multiple channels, including phone, email, live chat, and social media. 
  • Round-the-clock live chat: With Helplama’s 24/7 live chat support, you can offer immediate assistance to your customers at any time and from anywhere.
  • Strong recruitment processes: To ensure that the team consists solely of skilled professionals with exceptional communication and problem-solving abilities, Helplama employs a thorough screening and evaluation procedure.
  • Flexible pricing: Get cost-effective and flexible pricing options so you can tailor the customer support solutions according to your specific needs.
  • 100% money-back guarantee: They maintain an unwavering commitment to client satisfaction, supported by a refund policy that guarantees a 100% reimbursement.


Helplama presents flexible and budget-friendly solutions that are customized to match your unique business needs.

  • Pay-per-call answering service: Starting at a mere 70 cents per month so you only pay for the calls you receive.
  • Customer service outsourcing: Packages start at $399 per month, delivering comprehensive support at an affordable price.

2) RDI Winning Smart

RDI Call center

Rating: 4.8/5

Location: Cincinnati, OH

Founded: 1978

RDI Winning Call Center, a renowned name in the call center industry, excels in providing exceptional financial outsourcing services. With their expertise and dedication, they assist financial service providers in delivering top-notch customer support and enhancing their operational efficiency. 

Key features

  • Industry experience: RDI Winning Call Center brings extensive experience in the financial services domain, allowing them to understand the complexities and intricacies of the industry. 
  • Multi-channel support: They offer comprehensive customer support across various channels, including phone, email, live chat, and social media. 
  • Compliance and security: Employ robust security measures and protocols to safeguard sensitive financial information.
  • Scalability and flexibility: Offers scalable solutions that can adapt to changing demands. Whether it’s handling seasonal fluctuations or accommodating business growth, they have the flexibility to adjust their services accordingly.
  • Skilled agents: Their agents are extensively trained in customer service, problem-solving, and financial product knowledge, ensuring your customers receive accurate and informed assistance.
  • Advanced technology: Utilize sophisticated tools for call routing, CRM integration, and analytics, enabling data-driven decision-making and continuous improvement.


Custom pricing.

3) SkyCom

Rating: No ratings yet

Location: Antiguo Cuscatlan, La Libertad

Founded: 2004

Enhance customer satisfaction with SkyCom, a seasoned outsourcing company for online customer service that leverages years of experience to optimize your customer interactions. They provide tailored services to banks, insurance companies, investment firms, and credit card issuers.

Key features

  • Diverse Support Channels: SkyCom facilitates customer interactions across various online channels such as live chat, email, social media, and more.
  • Seasoned Professionals: Drawing on over 15 years of expertise, SkyCom employs adept customer service professionals specializing in online interactions, providing expert support to clients’ customers.
  • 24/7 Accessibility: SkyCom’s round-the-clock service ensures customers receive assistance at any time, thereby enhancing their satisfaction and loyalty.
  • Tailored Solutions: SkyCom customizes its services to meet each client’s specific needs, adapting to brand values and customer expectations for a personalized customer support experience.
    Scalability: As businesses expand, SkyCom’s services can scale up to handle increased customer inquiries, ensuring seamless support even during periods of high demand.
  • Language Proficiency: With linguistic diversity, SkyCom ensures effective communication with customers across different regions, breaking down language barriers.


They offer custom plans.

4) Fusion BPO Services

Rating: 4.8/5

Location: Canton, Ohio

Founded: 2004

Fusion BPO Services stands out as a trusted partner in delivering cost-effective and efficient outsourcing solutions. You can rely on them whether you need to service banks, credit card companies, investment firms, or other financial companies.

Key features

  • Financial industry expertise: They have in-depth knowledge of the financial industry, including banking regulations, investment products, and credit card processes. 
  • Compliance and security: Implement robust security measures to protect sensitive financial information, ensuring client and customer data remains confidential and secure.
  • Multi-channel support: Fusion Call Center offers multi-channel support, including phone, email, live chat, and social media.
  • Advanced technology solutions: Leverages sophisticated tools for call routing, CRM integration, and analytics, enabling efficient call handling and data-driven decision-making.
  • Skilled agents with financial expertise: Fusion Call Center recruits and trains agents who possess both excellent customer service skills and a deep understanding of financial services.
  • Scalability and flexibility: They offer scalable solutions that can adapt to changing demands, ensuring optimal resource allocation and cost-effectiveness.
  • Quality assurance and continuous improvement: Employs robust quality assurance measures, regularly monitor calls, conducts audits, and provide feedback to agents for continuous improvement.


Contact them for a custom plan.

5) Simply Contact

Rating: 4.6/5

Location: Dnipro, UA

Founded: 2015

Simply Contact Financial Services Call Center Outsourcing combines their industry-specific knowledge, security measures, multi-channel support, advanced technology solutions, and scalability, to deliver exceptional service.

Key features

  • Industry-specific knowledge: Their agents are trained extensively on financial products, banking processes, compliance requirements, and industry regulations.
  • Compliance and security: Simply Contact strictly adheres to industry regulations and implements robust security measures to safeguard sensitive customer information. 
  • Multi-channel support: Offers multi-channel support, including phone, email, live chat, and social media, enabling customers to engage through their preferred communication channels.
  • Personalized customer service: Their agents are trained to understand the unique needs of each customer and deliver tailored solutions.
  • Advanced technology solutions: They leverage intelligent call routing, CRM integration, and analytics tools to ensure calls are routed to the most appropriate agents, enabling faster resolution and enhanced customer experiences.
  • Scalability and flexibility: Get scalable solutions that can accommodate fluctuating call volumes and adapt to your changing requirements.
  • Quality assurance: By conducting quality assessments, and providing continuous training and coaching to their agents, they ensure consistent and high-quality customer support.


Get in touch with Simply Contact for a custom quote.


When considering the best financial services call center outsourcing companies, these 5 companies stand out: Helplama, RDI Winning Smart, SAS Call Center, Fusion BPO Services, and Simply Contact.

While all of these companies offer unique features and expertise tailored to the financial industry, Helplama shines as a standout choice. With its domain expertise and a focus on recruiting highly skilled professionals, Helplama ensures knowledgeable and proficient support for financial institutions. 

Their all-in-one support across multiple channels, including round-the-clock live chat, allows for immediate and comprehensive assistance to customers at any time. 

Moreover, they offer flexible pricing options with a 100% money-back guarantee, reflecting their commitment to client satisfaction and dedication to providing top-quality customer service.