01
Customer service & account support.
Account questions, transaction inquiries, login help, and general support - across web, chat, and phone channels.
Financial services
Customer service and back-office for financial operators.
Managed customer service, account support, and back-office admin for fintech platforms, accounting firms, insurance agencies, lending companies, and financial advisors. PCI DSS-aware, SOC 2-compatible, and trained on financial-industry privacy standards.
Recognized by Clutch
Top 2026 Clutch Awards for financial services
Why HelpSquad for financial services
Trust is the whole product. We operate like that.
Four pressure points we hear on every financial-services discovery call.
01
Compliance-aware from day one.
PCI DSS for payment handling, SOC 2 controls for data, and privacy protocols built into how every agent works. Documented, auditable, and trained.
02
Account support that scales.
Customer questions, transaction inquiries, login help, statement requests, and account changes handled consistently, with full audit trail.
03
Back-office operations support.
Data entry, document processing, customer verification, reconciliation work - freeing your licensed staff for work that requires licensing.
04
Empathetic collections & financial conversations.
Patient-responsibility calls, overdue accounts, and financial-hardship conversations handled with empathy and compliance, not aggression.
How we show up
Support lanes for financial services.
Start with the lane that's blocking your team most today. Expand as the engagement earns its keep.
02
New-customer intake & onboarding.
KYC document collection, identity verification workflows, account setup assistance, and first-30-day onboarding support.
03
Back-office operations.
Data entry, document processing, reconciliations, reporting admin, and any non-licensed operational work.
04
Customer communications at scale.
Statement delivery questions, marketing follow-up, renewal reminders, and proactive account outreach.
05
Collections & financial conversations.
Overdue account calls, payment-plan negotiation, financial-hardship conversations - handled with empathy, documented with compliance.
06
Fraud support & disputes intake.
First-line fraud reports, dispute intake, documentation collection, and escalation to your compliance team with complete records.
Consumer Goods 25% conversion lift
The price is excellent for the quality of the service. Agents and coaches learn quickly and give customers an authentic experience with our brand.
Kirstyn Velez
Director of Marketing, Mason Bottle
Services at a glance
Everything we run for financial services.
Six service categories. Mix and match. Scale into the rest as you grow.
01
Customer Service Outsourcing
Multi-channel support across web chat, email, and phone. Compliance-trained, encrypted channels, audit-ready.
02
Call Center Outsourcing
24/7 inbound and outbound coverage for account support, collections, and renewals.
03
Live Chat Outsourcing
24/7 managed live chat on your platform - for account Q&A, support deflection, and new-customer intake.
04
Virtual Assistants
Back-office admin, document processing, data entry, and operational support.
05
Virtual Receptionists
Professional answering for accounting firms, financial advisors, and small fintech platforms.
06
White-Label BPO
Resell our team under your platform brand - common with fintech platforms reselling support to their business customers.
Tool stack
Trained on your financial-services stack.
Your agents work inside your existing tools. Custom tool training built into onboarding.
Salesforce Financial Services CloudQuickBooksXeroNetSuitePlaidStripeZendeskIntercomGongHubSpotDocuSignMicrosoft Dynamics+ custom toolsSalesforce Financial Services CloudQuickBooksXeroNetSuitePlaidStripeZendeskIntercomGongHubSpotDocuSignMicrosoft Dynamics+ custom tools
financial services in production
Real engagements from your industry.
Real engagements with real numbers. Click any card for the full story, including the work, the team, and the metrics.
Transparent pricing
Simple rates. Nothing to hide.
We publish our rates because we're proud of them. No hidden fees, no bait-and-switch. Engagements typically start at 20 hours per week, and every rate includes our HIPAA-compliant technology and the backing of a US-based company.
$8-$13/hour for staffing.
Managed teams custom-priced.
Managed teams custom-priced.
$0
Upfront cost
$0
Implementation fees
$0
Replacement costs
Back Office (Digital)
$ 8-10
per hour | digital-only · email + chat
- Billing, claims, AR, data entry
- Admin, research, scribe
- Experienced on your EHR
- HIPAA BAA + virtual desktop
- Dedicated account manager
Most popular
Patient-Facing (Voice)
$ 10-13
per hour · phone + video
- Front desk, scheduling, intake
- Experienced on your EHR
- Screened for clear US-patient communication
- HIPAA BAA + virtual desktop
- Dedicated account manager
Managed Team
Custom
3+ VAs · team lead + QA + trainer
- Fully managed (3+ VAs)
- Specialty: clinical or RN-equivalent
- Workforce management, QA, training & coaching
- Monthly analytics reporting
- Dedicated account manager
Ready to scale operations?
Compliance-aware support. Compassion-first collections.
From fintech platforms to accounting firms to insurance agencies to lending companies, HelpSquad runs the customer service, account support, and back-office work that lets your licensed team focus on the work that requires licensing.
Frequently asked
Answers before you ask.
Are you PCI DSS compliant?
Yes. We operate under PCI DSS controls for payment-card handling. Agents do not see full card numbers; secure payment tools are used for card collection; access logs are maintained per PCI standards.
What about SOC 2?
We operate under SOC 2-compatible controls: encrypted channels, secure virtual desktops, per-agent access logs, documented incident response. We sign enterprise MSAs with security riders and map our controls to your SOC 2 program during onboarding.
Which financial-services tools do you work in?
Salesforce Financial Services Cloud, QuickBooks, Xero, NetSuite, Plaid, Stripe, Zendesk, Intercom, HubSpot, Dynamics, and most modern fintech / financial platforms.
Can you handle collections calls?
Yes. Patient-responsibility, overdue account, and financial-hardship conversations - handled with empathy, compliance scripting, and full documentation. No aggressive collections tactics.
Do you handle fraud support?
First-line fraud reports, dispute intake, and documentation collection. Final fraud determination and compliance response stays with your team.
How much does financial-services support cost?
$10-13/hour for customer-facing work and $8-10/hour for back-office operations. Volume-based pricing for enterprise engagements. See full pricing →
How quickly can you go live?
About two weeks for most engagements. Enterprise engagements with complex compliance requirements may take longer - we scope on the discovery call.
Blog
Financial Services Call Center Outsourcing for Banks, Insurance & Credit Companies
HelpSquad runs 24/7 call center support for banks, insurers, and credit card companies, covering account questions, claims, transactions, and back-office work.
Virtual Receptionists
Call Answering Service for Financial Advisors | Virtual Receptionists
Virtual receptionists for financial advisors who answer calls, book appointments, qualify leads, and update your CRM so you stop losing clients to voicemail.
Live chat
Advantages of Live Chat for Your Accounting Practice
Live chat lets accounting firms answer client questions in real time, cutting email lag and giving financial services practices a clear edge over slower competitors.
Ready to scale financial services operations?
Let's build the squad your financial services operation needs.
A 30-minute call. We'll scope the work, pre-qualify candidates, and give you a realistic go-live timeline.
877-775-3667 · info@helpsquad.com · Doylestown, PA