Discover the Arise® Platform's solutions for
Banking & Financial Services

Driving the experience your customers want & the CSAT you need

Financial services contact center outsourcing & other solutions on the Arise® Platform

Finding the right partner in the banking and financial industry to provide an end-to-end customer service and call center solution is critical to drive your results. With the Arise® Platform as your solution, you gain access to a scalable on-demand network of experienced service providers who can facilitate the increased conversions across your campaigns, inbound or outbound. Our efficient, virtual platform also offers significant cost efficiencies from improved resource utilization, and a multi-layered approach to secure your data in the cloud.



The customer-centric future of the financial services customer experience

The financial services customer experience is not just changing, it's evolving seemingly daily. With all the investment in new FinTech solutions there has never been more effort centered around improving the financial customer experience in history, so it's safe to say that if your organization doesn't make the transformation in your customer experience, the competition will.

With Arise’s cloud-based Platform's on-demand access to resources, robust workforce management system, e-learning and more, you get a BPO solution tailored for financial services that will keep you ahead of the digital transformation curve offering significant differentiation and competitive advantage against the competition.

As an call center outsourcing solution, Arise’s platform ensures you have a 100% onshore, scalable, on-demand network of highly qualified resources to provide the CX your customers demand, and we don’t stop there. Our technology and performance enabling processes that comprise our Starmatic™ Schedule Management Service, e-learning, and other platform components provide the turn-key solutions to disrupt many of your back office functions enabling you to streamline processes, cut costs, and enhance security protocols.

Customer care / help desk

  • Technical Service Support
  • Complaint Management
  • Issue Resolution
  • Customer Surveys

New customer acquisition

  • Application Processing
  • New Product Launch
  • Lead Generation
  • Appointment Setting

The Arise competitive advantage for financial services

The Arise® Platform delivers superior performance through a combination of leading technology, access to a vast nationwide network of Service Partners, and performance-enhancing processes. Discover our platform's impact on organizational agility, quality customer experience, data security, technology, corporate sustainability efforts, and more.


Always be available for your customers

Financial issues are among the most pressing and sensitive issues for today's consumers, but is your customer service operation available with resources to help consumers resolve their issues quickly?

With the Arise Platform as your outsourced customer care solution, your operation can respond to volume spikes across any channel, in real-time.  With 30-minute scheduling and Arise Urgent Service alerts, you can access additional resources from our 100% network of service providers with a simple click:

The Arise Platform's cloud-based technology and flexible resource management tools allow for:

Up to 40% on-demand, unplanned flex

> 400% seasonal flex

Improved Resource Utilization

Improved CSAT and NPS Scores

Our nationwide network also facilitates a business continuity plan for your customer experience helping your organization become impervious to system downtime, weather, or other issues incumbent to a brick-and-mortar contact center solution.

Privacy &

Customer information on lock down

Arise takes protecting sensitive customer information seriously.  Arise is a Level 1 PCI DSS certified service provider and also maintains a SSAE18 certification. 

Arise leverages a multi-layered approach to security addressing the complete continuum of security spanning physical, network, and application layers. For more detailed information on Arise security protocols, visit our security page.

quality resources

Serve your customers with brand advocates

The Arise® Platform enables access to 100% onshore resources who understand and empathize with your customer, and in many cases are your customer themselves as, through Arise's platform, service providers select which programs they wish to serve. This structure inherently promotes a happier disposition needed to provide the customer service about what can be sensitive financial matters resulting in higher CSAT and NPS scores.


Virtualize your agent education process with the Arise® Platform

The Arise® Platform certifies agents through collaborative e-learning modules tailored to meet your organization's precise requirements.  Our e-learning solutions are award-winning certifying strong performers who make an impact on your organization as soon as they hit the phones.

Streamline your back office processes:

Manage financial advisers, brokers, tellers and more the the Arise® Platform

The Arise® Platform also provides innovative technology to help uberfy many of your back office business functions like sourcing, training, and workforce management.

With over 25 years of BPO experience, Arise has built out advanced sourcing protocols and processes to attract resources meeting a wide variety of specialized requirements including those requiring advanced licensure. Our performance enhancing, nationwide sourcing processes ensure you have the best resources available to serve your customers.  Another costly hurdle for many organizations is training newly hired resources.  E-learning solutions available through the Arise Platform allow you to virtualize your training and highly flexible, highly engaging solutions to enhance learner performance and accommodate complex or fast ramps.

Arise's Starmatic™ Scheduling Management System provides unmatched insights and aligns all-star incentives with all-star performance. The system allows flexible resource deployment in 30-minute intervals, provides tools to manage any financial services function: tellers, brokers, financial advisers, and more by licensure type and location. Starmatic's built-in performance management tools allow you to incentivize strong performance on the metrics that matter most with preferential scheduling, higher incremental pay, and more.

Related Resources

Global Financial services company improves NPS

10.21.19 | Case Studies

Case Study: Global financial services company improves NPS

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Financial services company seasonal flex Support while maintaining top performance

10.21.19 | Case Studies

Case Study: Financial services company seasonal flex Support while maintaining top performance

View Now

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