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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.
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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 Lincoln Technologies 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 Lincoln Technologies and have a top receptionist representing you 24/7.

AFFORDABLE FINANCE INDUSTRY SOLUTIONS

You can bank on Lincoln Technologies 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.

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.

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
  • 100% US based call center service
  • Auto-attendant capabilities
  • Bilingual options
  • We can be your bank helpline and 24/7 customer service
  • PCI compliant and ISO 27001 certified
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FINANCIAL INDUSTRY SOLUTIONS

Highlights

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.

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

At Lincoln Technologies, 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

Who We Serve

Credit Unions

Retail Banks

Commercial Banks

Investment Banks

Money Lenders

Insurance Agencies

Accountants

Mortgage Brokers

Financial Advisors

Financial Planners

Internet Banks

Credit Unions

EXPLORE MORE SOLUTIONS

Related Searches

Insurance claims outsourcing: Lincoln Technologies can work behind the scenes and help your claims process by doing the intake work.

Successful winback campaigns: Customers come and go. Let our outbound telemarketing services reengage them.

US call center: US based call center services so you can meet the support expectations of your customers.

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We’d love to hear from you!

Think our business call screening service is the perfect fit to keep you productive? Excited to have one of our virtual receptionists be your gatekeeper? If you have questions, we have answers. Contact us and we’ll reach back out to give you the lowdown on our inbound solutions and how we can help your brand.
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