FINANCIAL SERVICES

Transform more
Risk less

Financial services face relentless pressure to innovate while managing complex regulations and rising customer demands. Our high-performing teams transform these challenges into market advantages, delivering breakthrough experiences that strengthen security at every turn.
Customer experience for financial services employee
TaskUs company employees
HOW WE HELP

Elevating experience while strengthening security


Accelerate digital transformation confidently with experts who know the stakes. Our DCX, Fincrime + Compliance and Trust + Safety teams integrate advanced protection into emerging tech and seamless support into new service channels, helping you pioneer customer experiences while reducing risks.

trophy

Quality that
compounds value

Caring for customers starts with caring for the frontline. Our teammate focus drives unrivaled retention rates, eliminating the hidden costs of repeated ramp ups. Consistency drives fewer errors, stronger compliance and better results.

support_agent

Meaningful interactions scaled across channels

Our teams identify chances to innovate service models to help you move and deliver at the pace of opportunity. We offer personalized and accessible experiences that empower your customers to achieve their financial objectives efficiently.

security

Protection for customers
and the bottom line

Beyond top certifications, our Fincrime + Compliance specialists customize protection frameworks and integrate advanced safeguards to mitigate vulnerabilities while preserving your freedom to innovate.

Securing your operations

TaskUs holds certifications in and complies with the leading information security standards. We also go beyond what’s required and perform a custom risk assessment for each project to implement tailored controls that protect what matters most to your organization.
PCI-DSS Validated
SOC 2 Type 2
ISO 27001 Certified
HiTrust Certified
TaskUs named a Leader in Everest Group’s Financial Crime and Compliance (FCC) Operations – Services PEAK Matrix® Assessment 2024 Leader
Analyst report

Analyst group names TaskUs a “Leader”

See our score in Everest Group’s Financial Crime and Compliance (FCC) Operations – Services PEAK Matrix® Assessment 2024.

Read the report
Purchasing protected by bfsi solutions
White Paper

Mastering Reg E and Z compliance

Learn more about key US federal regulations plus solutions to manage dispute volumes and prevent potential penalties.

Download the white paper
WHAT WE DO

Our services

Banks, Credit Unions & Credit Card Processors

Banks, credit unions & credit card processors

We offer tailored solutions for enterprise banks, credit unions and other financial institutions ensuring safe and innovative experiences that align with brand objectives and customer/member preferences. Our services include:

  • Acquisition
  • Back office: data entry, document imaging & management
  • Billing & collections
  • Clearance & settlement
  • Digital transformation
  • Fincrime & compliance
  • Fraud, disputes & chargebacks
  • Identity management
  • Onboarding
  • Retention
  • Servicing
Speak to an expert
FinTech

FinTech

Our comprehensive services encompass cutting-edge solutions, ensuring the secure and seamless processing of financial transactions. These include:

  • Back-office
  • Billing & collections
  • Customer & merchant acquisition/onboarding
  • Customer & merchant servicing/retention
  • Fincrime & compliance
  • Fraud, disputes & chargebacks
  • Identity management
  • Merchant triage terminal conversion/troubleshooting
Speak to an expert
Payment Processors

Payment processors

We secure your customers’ online payments and transactions through expert policy development and enforcement strategies. Our services include:

  • Back-office
  • Billing & collections
  • Customer & merchant acquisition/onboarding
  • Customer & merchant servicing/retention
  • Fincrime & compliance
  • Fraud, disputes & chargebacks
  • Identity management
  • Merchant triage terminal conversion/troubleshooting
Speak to an expert
Cryptocurrency & NFT

Cryptocurrency & NFT

We deliver secure, fast and reliable experiences to protect the interests of both investors and artists. Our services include:

  • 24/7 blended voice, chat, email and in-app support
  • Customer service & sales support
  • Fraud detection & prevention
  • Real time transaction monitoring
  • Social media scraping & content moderation
Speak to an expert
InsurTech/Warranty

InsurTech/Warranty

We streamline insurance claims, warranty processes and customer interactions by developing and implementing innovative solutions. Our services include:

  • Back office: data entry, document imaging & processing
  • Billing & collections
  • Claims
  • Customer servicing/retention
  • Fincrime & compliance
  • First notice of loss
  • Identity management
  • Insurance/warranty sales
Speak to an expert
TaskUs employee discussing banking outsourcing services

Banks, credit unions & credit card processors

We offer tailored solutions for enterprise banks, credit unions and other financial institutions ensuring safe and innovative experiences that align with brand objectives and customer/member preferences. Our services include:

  • Acquisition
  • Back office: data entry, document imaging & management
  • Billing & collections
  • Clearance & settlement
  • Digital transformation
  • Fincrime & compliance
  • Fraud, disputes & chargebacks
  • Identity management
  • Onboarding
  • Retention
  • Servicing
Speak to an expert
Client for customer experience for financial services

FinTech

Our comprehensive services encompass cutting-edge solutions, ensuring the secure and seamless processing of financial transactions. These include:

  • Back-office
  • Billing & collections
  • Customer & merchant acquisition/onboarding
  • Customer & merchant servicing/retention
  • Fincrime & compliance
  • Fraud, disputes & chargebacks
  • Identity management
  • Merchant triage terminal conversion/troubleshooting
Speak to an expert
Client for customer experience for banking

Payment processors

We secure your customers’ online payments and transactions through expert policy development and enforcement strategies. Our services include:

  • Back-office
  • Billing & collections
  • Customer & merchant acquisition/onboarding
  • Customer & merchant servicing/retention
  • Fincrime & compliance
  • Fraud, disputes & chargebacks
  • Identity management
  • Merchant triage terminal conversion/troubleshooting
Speak to an expert
TaskUs employees talking about bfsi outsourcing service

Cryptocurrency & NFT

We deliver secure, fast and reliable experiences to protect the interests of both investors and artists. Our services include:

  • 24/7 blended voice, chat, email and in-app support
  • Customer service & sales support
  • Fraud detection & prevention
  • Real time transaction monitoring
  • Social media scraping & content moderation
Speak to an expert
A TaskUs employee for a client in insurance outsourcing services

InsurTech/Warranty

We streamline insurance claims, warranty processes and customer interactions by developing and implementing innovative solutions. Our services include:

  • Back office: data entry, document imaging & processing
  • Billing & collections
  • Claims
  • Customer servicing/retention
  • Fincrime & compliance
  • First notice of loss
  • Identity management
  • Insurance/warranty sales
Speak to an expert
PROVEN EXCELLENCE

Our results

Customer engaged in a client for customer experience for financial services
Case Study
Fast tracking dispute resolution

What started as a quest to solve scalability issues resulted in high NPS and expanded partnership.

TaskUs employee discussing bfsi solutions
White paper
Protect your platform from “pig butchering”

Advanced payment fraud detection, crypto transaction monitoring and more ways to prevent scams.

TaskUs employee for bfsi services
On-demand webinar
How to integrate genAI
into CX in fintech

MoneyLion executive talks about balancing innovation with safety and security.

See all results

.09% average error rate

Vs. 25% previous outsourcer for a modern card-issuing platform

+18 points CSAT

Within 3 months for leading US-based cryptocurrency exchange platform

“

TaskUs, with its strong CXM background, is able to help enterprises manage this challenge effectively. Additionally, it has offerings focused on cryptocurrencies, gig-economies, gaming, FinTech, eCommerce, and more. This strong foundation has led to its recognition as a Leader in Everest Group’s FCC Operations PEAK Matrix® Assessment 2024.

”

– Dheeraj Maken,
Practice Director | Everest Group

50% disputes
reduction

For a fintech company

93% CSAT

And top vendor performance for a B2B credit card issuer

Team Members

Meet the experts

Lisa Kelly DVP, Strategic Growth, EMEA & APAC

Lisa Kelly

DVP, Strategic Growth, EMEA & APAC
Lisa has 15+ years global experience partnering on transformational VOC/VOA initiatives across financial services, healthcare, retail and travel sectors.
Pragya Agarwal VP, Financial Crimes & Risk Operations

Pragya Agarwal

VP, Financial Crimes & Risk Operations
Pragya is a CAMS-certified financial crime practitioner with 20+ years experience helping businesses meet regulations and build risk and compliance services.
Brandon Charif Sr. Director, Client Services

Brandon Charif

Sr. Director, Client Services
Brandon helps world-class financial services companies orchestrate successful programs, build exceptional teams and deliver outstanding results.