24 hour live customer service for financial services

Financial Services Call Center Services

From accessing account balances to troubleshooting online transactions, outsourcing to our financial services call center delivers everything you need, and nothing you don’t. For financial services companies and investment brokers, money is a way of life. For their clients, fast, professional service isn’t a luxury – it’s a requirement. So, when it comes to customer support solutions, only the best will do.

Live customer service solutions that
will take you farther, faster.

In the age of data breaches, nowhere is information security more critical than in the banking and financial services industry. When you team up with our PCI compliant and ISO 27001 certified call center, you can trust that your clients’ data is safe with us. We take pride in what we do, and that means protecting your brand and safeguarding your reputation, one transaction at a time.

  • Virtual Receptionists

    Welcome to the best way to screen calls. For any customers that need to speak with agents directly, like new customers or existing customers looking for information on bank loan rates, our call center agents can act like your receptionist. We can transfer calls, schedule appointments, take messages, and keep your customers and prospects happy with friendly, live service.

  • Completing Pre-Qualification Paperwork

    The financial services industry is form driven. If you’re completing loan pre-qualification forms, insurance eligibility forms, or income verification forms for mortgage advisers, sometimes the paperwork is the worst part. By outsourcing, our call center agents can help by completing those forms and gathering all of the data before you even speak to the client. Let us push the pencils while you do the heavy lifting.

  • 24/7 Compliance Hotlines

    Maintaining workplace regulations is mandatory in every industry, but especially in the banking industry. Our call center offers 24/7 live answering, which is essential for compliance hotlines, fraud hotlines, or identity theft hotlines. Your employees and your patrons can feel safe knowing they can call the hotline to report fraud, and you can feel safe knowing your brand won’t be at jeopardy.

  • Claims Processing

    Completing claims forms is the not-so-fun side of the financial services industry. Imagine how much more you could accomplish if 80% of your telephone time wasn’t helping your customers fill out claims forms. With SAS and a little help from your own system, we can work on integrations to push data right into your existing claims processing infrastructure.

  • Customer Care

    Customer service is at the heart of the financial services industry. With so many options for mortgage banks, credit unions, accountants, financial advisors, wealth advisors, insurance agents and the like – customers are going to choose the vendor that gives them the most representation. If you want your customers to feel warm and fuzzy that you’ll always be there for them, outsource customer support to SAS and have a top receptionist representing you 24/7.

Affordable finance industry solutions

You can bank on SAS
to get the job done.

The situation

Your small credit union has been suffering due to the increase in big banks popping up in your town. In an attempt to attract more customers, you decide to air a month long campaign to incentivize more people to join. The campaign is a hit and you’re getting a lot of traffic. However, your phones have been ringing off the hook and you can’t handle the extra work load.

Your're losing opportunities!
Driving Towards Success

The solution

For as little as $1/day, you outsource your overflow calls to Specialty Answering Service who can field and capture the leads that were previously getting stuck on hold. Our agents are informing callers of the campaign, answering questions, scheduling appointments and ultimately providing that extra touch of customer service that you were previously lacking.

Your business is growing!
  • Who We Serve

    • Credit Unions
    • Retail Banks
    • Commercial Banks
    • Investment Banks
    • Money Lenders
    • Insurance Agencies
    • Accountants
    • Mortgage Brokers
    • Financial Advisors
    • Financial Planners
    • Internet Banks
  • Features

    From Credit Unions to Mortgage Banks to General Finance companies, we are available 24/7 to help you stay on top of your business. We can capture new leads, transfer calls, and basically be your right hand, all for just a few dollars a day!

    • Provide balance and transaction information
    • Assist with loan applications
    • Assist with mortgage applications
    • Help complete claims over the phone
    • Auto-attendant capabilities
    • Bilingual options
    • We can be your bank helpline and 24/7 customer service
    • PCI compliant and ISO 27001 certified
    • 100% US based call center service

Financial industry solutions


Dedicated Solutions

Dedicated Agents

With our dedicated agent program, we can give your callers the personal customer support they need. We can set up secure interfaces with whatever data you need our agents to view to complete the call and wow the customer.

24/7 Outsourcing

Auto-Attendant Features

If your bank has multiple departments, setting up automated call screening, or an IVR, is a quick and cost-effective way to streamline calls. Your callers can press 1 for customer service, 2 for loan assistance, 3 to make updates to their account, etc. We can either send those calls to an internal number on your side or we can set up multiple numbers/accounts with our call center.

Secure Call Center

Secure Call Center

At SAS, we take great strides in ensuring data security. Not only are we PCI compliant, but we are also ISO 27001 certified. Our agents work in paperless environments, and do not have access to their cell phones while at their desks. So, whether we’re processing payments or checking transaction history, you don’t have to worry about any data breaches

Get started with SAS. Free 14-day call center trial.

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We service financial institutions of all sizes.

No matter how large or small the client, we’re focused on your needs. We know that better customer service starts with professional live operator support. That’s what we deliver. Every time.

The best companies trust SAS with their brand

  • Bausch + Lomb
  • Fujitec
  • Coldwell Banker
  • Bayada Home Health Care