FinTech CX and Support Solutions

FinTech Customer Support

Discover top-tier customer support outsourcing for fintech companies. Elevate your client experience with our expert solutions.
Outsourced CX for Fintech

Outsourced CX for Fintech Transformational Customer Experience Management for Online Financial Services

Our teams can help you deliver great customer services and scale your customer-facing operations, so you gain peace of mind and focus on the business of growing.

CX Process
Outsourced CX for Fintech

Specialized CX Expertise for Niche Fintech Industries

Our support solutions will scale throughout the various touchpoints along the customer journey, from pre-sales support to consulting on product options, new customer enrollments, explanation of benefits, support with payments or payment terms, collections, and other common fintech services. Thanks to our hybrid (virtual and onsite) teams we help you do it efficiently and affordably.

ZAHOREE’S customer experience for financial services

L1/L2 Customer Support
L1/L2 Customer Service
Pre-sales support
Cross-selling/up-selling
Chatbot

Discover how Zahoree’s Scoring Model can help you take your support operations to the next level

Discover valuable insights into your customers’ journey. Today’s FinTech companies need to deliver services reliably, which will create trust with their customers and give them a superb customer experience.

finTECH CX AND SUPPORT SERVICES

FINTECH SUPPORT TEAMS

Our hybrid on-site and remote teams have experience working with FinTech companies and can help you scale your support operations at any touch-point of your customer’s journey. Our CX teams help you support your customers through enrollment to your services, payments, cancellations, updates ON benefits, payments, and any other customized service or customer service inquiry.

CX INTELLIGENCE

Our Zahoree® VIrtual Teams analytics technology applies artificial intelligence to surveys, support cases, product reviews, and other sources of customer feedback and behavioral data. We deliver unique visibility into your customers’ journey with your product and brand.

Multiple Languages

Support in multiple languages by native speakers. English, Spanish, French and Portuguese available in North America. Major european languages in EMEA region.

TRANSFORMATIONAL CX

Our teams focus on delivering experiences that will provide your customers with a sense of growth, engagement with your brand and the innovative technology you provide, and accomplishment.

INFORMATION SECURITY

We understand how critical the protection of data to your business is, which is why we are an ISO 27001-2013 certified company. We comply with the highest standards to protect the confidentiality, integrity, and availability of the information. We take the security of your company’s and your customer’s data very seriously.

GLOBAL MARKET COVERAGE

Our multiple support centers and Zahoree Virtual Teams global talent platform allow us to deliver customer support in USA, Canada, EMEA, LATAM, and APAC.

MARKETS

We serve diverse FinTech sectors, including InsurTech and WealthTech. Our clients trust us to build exceptional relationships with their customers.

AI Smart Coach

Zahoree's virtual assistant teams up with CX Experts in our teams. It is a trusted co-pilot to your customer support agents, to provide relevant product and policy information, recommendations for best ways to address an inquiry, and a fast-track to trouble-shooting options. It’s specially tuned for CX delivery and uses the latest AI resources available.

ZAHOREE HOLISTIC cx PLANS

Remove obstacles to building, onboarding, managing and scaling Customer Service and Support.

Zahoree Digital Services

Team Assessment and Sizing
Team Assessment and Sizing
Strategy Consultation
Strategy Consultation
Talent Matching (AI)
Talent Matching (AI)
CX Opportunity Creation
CX Opportunity Creation
Pool Search
Pool Search
Team Selection
Team Selection
Team Access to Academy
Team Access to Academy
Gamification of Career Path
Gamification of Career Path

Zahoree Managed Services

Fully-Managed Teams
Fully-Managed Teams
Customer Success Strategist (CSS)
Customer Success Strategist (CSS)
Non-dedicated Quality Assurance
Non-dedicated Quality Assurance
Backup resources
Backup resources
Support Playbook
Support Playbook
Transformational CX Methodology
Transformational CX Methodology
Workforce management (WFM)
Workforce management (WFM)
Non-dedicated trainer available
Non-dedicated trainer available
Reporting
Reporting
CX Expert Dashboard
CX Expert Dashboard
Support Operational Dashboard
Support Operational Dashboard
CX Intelligence Dashboard
CX Intelligence Dashboard

Suite for OPS Leader

Zahoree Digital Services

Team Assessment and Sizing
Team Assessment and Sizing
Free
Strategy Consultation
Strategy Consultation
Free
Talent Matching (AI)
Talent Matching (AI)
CX Opportunity Creation
CX Opportunity Creation
Pool Search
Pool Search
Team Selection
Team Selection
Team Access to Academy
Team Access to Academy
Full
Gamification of Career Path
Gamification of Career Path

Zahoree Managed Services

Fully-Managed Teams
Fully-Managed Teams
Customer Success Strategist (CSS)
Customer Success Strategist (CSS)
Non-dedicated Quality Assurance
Non-dedicated Quality Assurance
Backup resources
Backup resources
Support Playbook
Support Playbook
Transformational CX Methodology
Transformational CX Methodology
Workforce management (WFM)
Workforce management (WFM)
Non-dedicated trainer available
Non-dedicated trainer available
Reporting
Reporting
CX Expert Dashboard
CX Expert Dashboard
Support Operational Dashboard
Support Operational Dashboard
CX Intelligence Dashboard
CX Intelligence Dashboard

Suite for CX Leader

Zahoree Digital Services

Team Assessment and Sizing
Team Assessment and Sizing
Free
Strategy Consultation
Strategy Consultation
Free
Talent Matching (AI)
Talent Matching (AI)
CX Opportunity Creation
CX Opportunity Creation
Pool Search
Pool Search
Team Selection
Team Selection
Team Access to Academy
Team Access to Academy
Full
Gamification of Career Path
Gamification of Career Path

Zahoree Managed Services

Fully-Managed Teams
Fully-Managed Teams
Customer Success Strategist (CSS)
Customer Success Strategist (CSS)
Non-dedicated Quality Assurance
Non-dedicated Quality Assurance
Backup resources
Backup resources
Support Playbook
Support Playbook
Transformational CX Methodology
Transformational CX Methodology
Workforce management (WFM)
Workforce management (WFM)
Non-dedicated trainer available
Non-dedicated trainer available
Reporting
Reporting
CX Expert Dashboard
CX Expert Dashboard
Support Operational Dashboard
Support Operational Dashboard
CX Intelligence Dashboard
CX Intelligence Dashboard

START DESIGNING YOUR TEAM NOW WITH ZAHOREE VIRTUAL TEAMS

Our fully-managed CX solutions are enabled by Zahoree Virtual Teams, our proprietary platform, which provides an automated, efficient, and affordable way to put together and operate your support teams, so you gain peace of mind and stay focused on growth.

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