Top Financial Services Call Center Outsourcing Providers

On average, managing customer interactions in the financial sector can cost between $20 to $50 per call, while outsourcing can reduce this cost to $7 to $15 per interaction.

Outsourcing to a specialized financial services call center doesn’t just save money; it also improves response times by over 60%, allowing businesses to focus on growth rather than daily customer service tasks.

With countless call center providers available, our goal is to identify the top 10 financial services call center outsourcing companies that we can truly trust with our client relationships. To achieve this, we’ve developed a reliable methodology to ensure our selections meet the highest standards.

Our Methodology to Rank the Top Financial Services Call Center Outsourcing Providers

To rank the top financial services call center outsourcing companies, we analyzed the following factors:

• Physical Location
• Language Expertise (Spoken and Written)
• Client Reviews (Google, Trustpilot, and Clutch)
• Response Time and Availability
• Scalability and Flexibility
• Reporting and Analytics Capabilities
• Client Testimonials
• Security and Compliance Measures

We ranked these factors on a scale from 1-10, and then calculated the total score for each company. The agency with the highest score was deemed the best financial services call center outsourcing provider.

1. HiredSupport

HiredSupport is a California-based outsourcing company established in 2010, specializing in call center services for the financial sector. Over the past decade, it has partnered with more than 100 clients globally, serving a diverse range of industries, including eCommerce and finance.

How Does HiredSupport Help Business Owners Streamline Their Customer Interactions?

As one of the leading call center outsourcing providers in the USA, HiredSupport offers affordable plans starting at just $7/hr. This pricing structure enables small businesses to enhance their customer support capabilities without stretching their budget.

Trusted by companies such as Healthy Stuff, FIXD, and Cointree, HiredSupport has successfully improved customer satisfaction scores by 37% and reduced response times by 41%. Their exceptional service has garnered attention from major outlets like CNN, HubSpot, and Zapier.

With an impressive 4.9/5 rating on Clutch, HiredSupport is a reliable choice for businesses looking to outsource their call center operations, ultimately helping them reduce costs while maintaining high service standards.

What Services Does HiredSupport Offer?

Yes, HiredSupport specializes in call center solutions tailored for the financial industry and provides a comprehensive range of services, including:

• Appointment Setting
• Technical Support
• Back Office Support
• Phone Support
• Email Support
• Data Processing
• Data Entry
• Answering Service

Pricing & Free Trial

HiredSupport’s pricing starts from just $7/hr. Notably, it offers a 7-day free trial for businesses, allowing potential clients to evaluate the service before making a commitment. This trial can be canceled at any time, providing added flexibility for companies exploring outsourcing options.

2. SalesNash

Located in Ottawa, Canada, SalesNash specializes in providing efficient inbound call center services tailored specifically for small and medium-sized businesses in the financial sector. They have built a strong reputation for excellence in managing inbound inquiries and qualifying leads to maximize conversion rates.

Since 2018, SalesNash has aimed to transform customer interactions by offering more than traditional outsourcing solutions. Their commitment to delivering quality service has driven their growth and enabled them to work with a diverse range of clients, including financial institutions and technology firms.

Services Offered

• Inbound Call Center Support
• Sales Outsourcing
• Lead Qualification
• Customer Support

Free Trial and Pricing

SalesNash does not disclose its pricing strategy on the website, and this outsourcing company does not offer a free trial.

3. Remote CoWorker

Remote CoWorker provides 24/7 call center services to businesses across the U.S. and globally. Their virtual assistants offer bilingual support in English and Spanish, ensuring seamless communication for clients in the financial sector.

This outsourcing company is recognized for its flexible and cost-effective solutions. Remote CoWorker has earned the trust of businesses of all sizes, from startups to Fortune 500 enterprises. They also provide specialized support in various industries, including e-commerce, real estate, and customer service, helping organizations streamline operations and scale efficiently.

Services Offered

• Administrative Support
• Customer Service
• Lead Generation
• Data Entry
• Back-Office Tasks

Free Trial and Pricing

Remote CoWorker offers customizable packages starting at $7.99 per hour. However, this company does not provide a free trial.

4. Abacus Cambridge Partners

Founded in 2015, Abacus Cambridge Partners has established itself as a premier provider of voice services and call center solutions, alongside ERP and IT strategy consulting. They are recognized for their innovative solutions and customer-focused approach.

This outsourcing company, based in Denver, serves major clients across various industries, including finance, healthcare, and retail. Abacus ensures tailored solutions that meet the specific needs of businesses in the financial sector.

Services Offered

• Voice Services
• ERP Consulting
• IT Strategy Consulting
• Customer Support

Free Trial and Pricing

Abacus Cambridge Partners does not disclose its pricing strategy on the website, and this financial services call center outsourcing company does not offer a free trial.

5. RemoteReps247

Established in 2017, RemoteReps247 specializes in sales outsourcing, call center services, and customer service solutions specifically designed for the financial sector. They are dedicated to helping businesses enhance their customer support and sales efforts. With a small but committed team, they provide personalized services tailored to meet the unique needs of each client.

This outsourcing company, based in Denver, serves major clients, including SMEs and start-ups, seeking cost-effective customer service solutions.

Services Offered

• Sales Outsourcing
• Call Center Services
• Customer Service Outsourcing
• Lead Generation

Free Trial and Pricing

RemoteReps247 provides pricing details upon request. This call center services company doesn’t offer a free trial. 

6. Belkins

Belkins excels in sales outsourcing, call center services, CRM consulting, and email marketing, with a strong focus on setting appointments and executing outbound marketing campaigns. Serving industries such as technology, finance, and healthcare, Belkins boasts an impressive client list that includes well-known names like Uber and Shopify.

This Denver-based outsourcing company employs a targeted approach to ensure businesses receive qualified leads and effective customer engagement, making it a reliable partner for the financial sector.

Services Offered

• Sales Outsourcing
• Call Center Services
• CRM Consulting
• Email Marketing

Free Trial and Pricing

Belkins does not offer a free trial. For pricing details, prospective clients must contact their support staff.

7. TaskBullet

TaskBullet operates with a unique approach, offering clients a pay-as-you-go “bucket system” where hours are purchased upfront and used as needed. Their U.S.- and Philippines-based virtual assistants are highly skilled in a wide range of business services, including administrative tasks, customer service, and digital marketing. This flexibility and affordability make TaskBullet an ideal choice for financial services businesses of all sizes.

This outsourcing company is particularly popular with startups and growing businesses due to its cost-effective pricing structure. TaskBullet also provides a dedicated account manager to assist with onboarding and ensure smooth operations.

Services Offered

• Administrative Support
• Customer Service
• Marketing and Social Media
• Real Estate Services
• Data Entry

Free Trial and Pricing

TaskBullet does not offer a free trial. This financial services call center outsourcing company provides virtual assistant services starting from $25 per hour.

8. Cleverly

Cleverly, located in Los Angeles, CA, is a marketing powerhouse that also provides specialized inbound appointment setting services. Their targeted lead generation and appointment scheduling solutions are highly praised by clients for their results-driven approach. This company has successfully served a variety of industries, including financial services, eCommerce, and SaaS businesses, helping them set appointments seamlessly.

Services Offered

• Inbound Appointment Setting
• LinkedIn Lead Generation
• Customer Support
• Sales Outsourcing

Free Trial and Pricing

Cleverly offers pricing based on the scope of the service. However, this inbound appointment-setting company does not provide a free trial.

9. Prialto

Prialto is designed for small businesses and solopreneurs seeking ongoing support. With its headquarters in Portland, Oregon, Prialto provides clients with well-trained virtual assistants experienced in software like HubSpot, Salesforce, and Mailchimp.

This outsourcing company employs a unique approach that includes quality assurance managers and backup assistants, ensuring businesses receive reliable service even when their primary VA is unavailable. Prialto also offers dedicated relationship managers who monitor performance and adjust services to meet clients’ evolving needs. Their VAs are trained to seamlessly integrate into any business model, allowing for uninterrupted workflow.

Services Offered

• Administrative Support
• Sales and Operations Assistance
• CRM Management
• Calendar Management
• Customer Service

Free Trial and Pricing

Prialto’s services start at $1,500 per month for 55 hours of support. They do not offer a free trial.

10. MyOutDesk

Based in Sacramento, CA, MyOutDesk specializes in real estate virtual assistant services while also catering to other industries such as healthcare and marketing. They provide highly skilled virtual assistants capable of handling tasks like CRM management, lead generation, and administrative duties.

The company’s goal is to help businesses focus on growth while their VAs manage day-to-day tasks. MyOutDesk offers comprehensive onboarding and training programs, ensuring that their virtual assistants are well-prepared to meet clients’ specific needs from the start. They pride themselves on delivering value through a commitment to quality and reliability.

Services Offered

• Real Estate Support
• Administrative Assistance
• Lead Generation
• Marketing and Customer Service
• CRM Management

Free Trial and Pricing

MyOutDesk offers free consultations, with pricing starting at $1,988 per month. However, this virtual assistant company does not provide a free trial.

Conclusion

After reviewing these top 10 financial services call center outsourcing companies, I have come to the conclusion that HiredSupport stands out as an ideal solution for businesses looking to outsource. 

With a 4.9-star rating on Clutch, HiredSupport has proven its ability to provide high-quality services at competitive prices, starting at just $7/hr. Additionally, they offer a 7-day free trial, allowing businesses to evaluate their services risk-free. 

You can also request a quote from their sales team (1 (800) 655-5891, email: [email protected]) to measure how much you can save by outsourcing to HiredSupport