Banking and Financial Services

The global Banking and Financial Services industry is rebounding from the crisis of the previous decade. As consumer and business confidence grows, governments have placed increasing restrictions on financial institutions. New initiatives pertaining to the Treating Customers Fairly (TCF) principle, Consumer Financial Protection Bureau, and similar regulations throughout the world have resulted in changes to how institutions treat their customers and their financial information. At the same time, the explosive growth of social media and chat has opened communication channels and opportunities for financial institutions to connect with customers.

As a pioneering leader in customer relationship management outsourcing in the Philippines, SPi CRM delivers multi-lingual solutions to leading financial services firms. Our customer experience solutions encompass Customer Acquisition, Issues Resolution, Card Fulfillment and Replacement, Merchant Services, Social Media Management, Transactional Technical Support, and Inbound Collections.

Whether their channel of choice is voice, email, chat, or social, SPi CRM provides the best experience for your customers, in more than a dozen languages.

Big ways we've helped clients in

Banking and Financial Services

  • Cultivate

    Processed 9,000 credit score applications per week, more than triple the previous output

  • Retain

    Reduced a credit bureau client’s legal exposure by removing their name from IVR script

  • Maximize

    Increased a credit card issuer’s sales conversion from 7% to 38% in 2 years

Our Banking and Financial Services clients

  • A leading bank in the Asia-Pacific region, with an active credit card base of 600,000 customers
  • One of the largest privately-held banks in the Asia-Pacific
  • Two of the largest credit card issuers in the Asia-Pacific
  • A global provider of credit information and information management services to more than 500 million consumers and businesses in 33 countries
  • One of the oldest and largest American financial services companies

Some of our service highlights in the industry

  • Reduced a credit bureau client’s legal exposure by removing their name from IVR script
  • Increased a credit card issuer’s sales conversion from 7% average in 2013 to 38% in 2015
  • Processed 9,000 credit score applications per week, more than triple the output of the previous outsourcing provider

Testimonials