Finance Solutions
Compliant financial services support with rigorous data security standards
99.9%
Accuracy Rate
ISO
27001 Certified
50%
Faster Processing
100%
Compliance
Industry Challenges
We Understand Your Challenges
The finance industry faces unique operational challenges. Our specialized teams are trained to handle the specific needs of your sector.
Our Solutions
How We Help Finance
Loan Processing
Application review, document verification, underwriting support, and disbursement coordination.
Account Services
Customer account management, balance inquiries, and transaction disputes.
Collections Support
Professional early-stage collections with compliance-first approach.
Back Office
Data entry, reconciliation, reporting, and document management.
Real Results
Use Cases & Success Stories
See how we've helped finance companies achieve measurable results.
Mortgage Processing
End-to-end mortgage application processing from document collection to closing coordination.
📈 Reduced loan processing time from 45 days to 21 days for a top-10 lender.
Fintech Customer Support
Technical and account support for digital banking apps, payment platforms, and crypto exchanges.
📈 Achieved 4.8/5 support rating while handling 50,000+ monthly tickets.
Insurance Claims Processing
First notice of loss intake, documentation review, and claims adjudication support.
📈 Cut average claims processing time by 40% with dedicated claims specialists.
Why FYB
Why Choose Us for Finance
Compliance First
All processes designed for SEC, FINRA, and state regulatory compliance.
ISO 27001 Certified
Information security management system certified by independent auditors.
Financial Services Expertise
Teams with backgrounds in banking, lending, and insurance operations.
Audit-Ready Operations
Full documentation and call recording for regulatory audits.
Our Process
How We Get You Started
Compliance Assessment
Review your regulatory requirements and design compliant workflows.
Security Setup
Implement data handling protocols, access controls, and encryption.
Team Selection
Assign agents with financial services background and certifications.
System Integration
Secure connection to your LOS, CRM, and core banking systems.
Go-Live & Monitoring
Phased launch with continuous compliance monitoring.
Team Expertise
Specialized Finance Teams
Our agents aren't just support reps—they're finance specialists with deep domain knowledge and industry-specific training.
Trust & Compliance
Security & Certifications
SOC 2 Type II
Annual audit of security, availability, and confidentiality controls.
PCI DSS Level 1
Highest level of payment card industry compliance.
ISO 27001
Information security management certification.
GLBA Compliant
Gramm-Leach-Bliley Act financial privacy compliance.
FAQ
Common Questions About Finance Outsourcing
Yes, all financial services agents complete mandatory training on relevant regulations including FDCPA, TCPA, GLBA, and state-specific requirements. We provide ongoing compliance refresher training.
We implement bank-grade security including encrypted data transmission, role-based access controls, clean desk policies, and no personal device usage. All facilities are SOC 2 certified.
We have experience integrating with major LOS platforms like Encompass, Byte, Calyx, and custom systems. Our IT team handles secure API integrations.
We maintain SOC 2 Type II, ISO 27001, and PCI DSS Level 1 certifications. We also conduct annual third-party penetration testing and vulnerability assessments.
Explore More
Other Industries We Serve
Ready to Scale Your Finance Operations?
Get a custom proposal for finance outsourcing solutions tailored to your specific needs.