Financial services customer support

young woman sitting on the floor of a room with her laptop and cell phone while looking at a piece of paper

Compliant, secure support—built to scale

Financial institutions operate under intense regulatory scrutiny and rising consumer expectations. Liveops delivers secure, compliant customer support services that help banks, fintech companies, mortgage servicers, and insurers build loyalty, protect sensitive data, and scale effortlessly.

Our global and domestic network of pre-vetted customer care professionals handles every interaction with empathy and industry expertise—so you can focus on innovation and growth.

1000%

Flexibility

25 years

Of financial customer support experience

25-55%

Average cost savings

Liveops provides a variety of financial services contact center solutions to leading institutions

  • Consumer and business banking
  • Mortgage servicing
  • Billing and collections
  • Account maintenance
  • Tax support
  • Lead generation and qualification
  • Post-automation support
young man smiling while wearing a headset and typing on her laptop computer

Case study | financial services

Scaling support for both planned and unplanned surges

A national financial services provider partnered with Liveops to manage its customer support during steady-state operations and high-demand periods. The program delivered a 152% increase in support hours year-over-year during peak season and achieved 25% cost savings compared to traditional BPO models—proving that scale and efficiency don’t have to come at the expense of quality.

Read the case study

Transform your financial services customer experience

Every interaction shapes your customers’ trust. Liveops brings together compliance expertise and compassionate service to help financial institutions deliver exceptional support—securely, efficiently, and at scale.

Consumer and business banking

  • Rapid issue resolution
    Dependable support for everyday banking needs—from password resets to overdraft inquiries.
  • Fraud and dispute expertise
    Certified specialists manage chargebacks, unauthorized transactions, and identity theft cases with accuracy and urgency.
  • Omnichannel account assistance
    Engage customers through voice, chat, or secure messaging—ensuring accessibility on every channel.

Mortgage servicing

  • Flexible borrower support
    Guide customers through payments, escrow processes, and loss mitigation with consideration and clarity.
  • Regulatory compliance
    Agents undergo program-specific compliance training tailored to your requirements, ensuring every interaction meets the necessary regulatory standards.
  • Escrow and tax cycle scaling
    Adapt quickly during high-volume periods like escrow analysis and tax statement delivery.

Billing and collections

  • Empathetic collections
    Promote timely payments while preserving customer relationships and adhering to FDCPA standards.
  • Delinquency support
    Offer judgment-free assistance to customers facing hardship, helping them understand and manage overdue accounts.
  • Payment plan guidance
    Walk customers through setup and management of flexible repayment options that fit their needs.

Account maintenance

  • Customer information updates
    Process changes to personal details, beneficiaries, and contact information with speed and accuracy.
  • Card replacement and fraud locks
    Assist with lost/stolen card reports and immediate fraud holds to protect customer accounts.
  • Profile management
    Support customers in managing notification preferences, login credentials, and linked accounts.

Fintech and digital banking

  • App onboarding support
    Guide new users through digital account setup, authentication, and interface navigation.
  • Digital wallet and transfer support
    Assist with linking external accounts, peer transfers, and digital wallet integrations like Apple Pay or Zelle.
  • Real-time tech escalation
    Quickly identify and escalate technical or performance issues to ensure minimal disruption.

Tax support

  • Peak season scaling
    Rapidly ramp agent support to meet increased demand during tax filing periods.
  • Sensitive data handling
    Ensure secure, compliant service when managing SSNs, income information, and financial documents.
  • Filing and product assistance
    Guide customers through tax prep software, account access, and product selection with care and accuracy.
Quote What OUR clients say
The ask was BIG! Even with several hundred agents to pass through screening, tech, and a 1-week training certification with literally a few weeks lead time, Liveops delivered the head count we needed to keep service levels in line and a happy client.
Chief Experience Officer, Financial Client
Quote What OUR clients say
Their pay-for-productive-time model allows us to align cost with value delivered. It’s efficient, scalable, and performance-driven.
Chief Operating Officer, Healthcare Client
Quote What OUR clients say
As a remote-first advocate, I see Liveops as a strategic partner that offers cost savings without sacrificing service quality.
CX Program Leader, Healthcare Client

Related resources

Stop outsourcing, start outsmarting

Join the brands redefining customer experience with Liveops. Empathetic agents, tech-powered delivery, and the flexibility to meet every moment. Let’s talk.

Contact

 

Explore flexible customer experience solutions