Banking and Finance
We are your gatekeepers of information. Our well-trained staff takes care of the day-to-day tasks from ID verification, data entry and customer support to managed IT services. So, you can focus on helping your clients become profitable and successful.
This is All Industries
Inbound Customer Support
- Change in email/mobile number
- Change in name and address
Outbound Customer Support
- Handle verifiable consumer requests (as per CCPA of 2018)
- Customer onboarding process
- - knowledge-based authentication questions
- - Live vide KYC (Know Your Customer)
- Loan application processing
- Credit card application processing
Billing and Payments Collection
- Payment reminders
- Credit card payments processing
- Loan payments processing
Data Entry Acquisition
- Clean up and categorize consumer transaction data
- Identify and categorize merchant data
- Sort transactions by merchant and location
Online Skip Tracing
- Phone and address search for credit and collection services
- Social media profile searches
Managed IT Services
Managed Communication Services
- Merges data, voice, and video services through a managed call center.
Managed Business Intelligence
- Captures and analyzes data to reveal trends and patterns for FinTech companies whose clients are banks, insurance and securities firms, and financial service providers.
Managed IT Support Services
- Traditional help desk responsiblities, including support tickets for help with IT problems among employees and network equipment.
This is Accounting
This is Insurance
eCommerce & Logistics
This is eCommerce & Logistics
This is Healthcare
Why Do KYC Checks Matter to Consumers, Bankers, Lenders and Insurers?
Learn why Know Your Customer (KYC) is an important business process to banks, lenders, insurance providers, and other financial companies.
“Fair Trade Outsourcing has been super easy to work with! The honest communication from the leadership team has made the experience very pleasant. The new team members have also been easy to work with and it has helped us organize our own training materials. We will continue working with FTO and will probably double our staff for next year!”
“By integrating Fair Trade Outsourcing into our operation it has signified an overall improvement. Their highly skilled and qualified staff are trained to perform and deliver on all key performance indicators. We undeniably have established a very rewarding partnership which we expect will only continue to be more productive and meaningful for our business.”
Vice President of Operations
Built to Outperform Industry Standards
Continuity in your operations is assured because of our redundant power and internet connections. We keep our facilities compliant with OSHS and consumer data protection laws. Each account has a dedicate work area. Biometric devices and auto-locking doors bar unauthorized persons from entering the production areas. Guards are stationed at the main entrance and on every floor 24/7.
Our facilities are compliant with U.S. network security standards and data privacy laws. Access to equipment is limited, network usage is monitored, and only authorized portable storage devices are allowed.
Scale your team up or down depending on your needs. Communicate and coordinate directly with your team's lead agent regarding their daily and weekly performance. Review your agents on a quarterly basis to ensure continuous improvement.
Your agents are motivated to improve their English Proficiency Skills because they are invested in doing their jobs well. Through a wide range of learning and development programs, your agents develop soft skills, such as client management and customer service, as well as essential life skills that will propel them from wage earners to capital owners.
How It Works
DEFINE THE WORK
Our folks can pretty much do anything as long as it requires a computer, an internet connection, and a brain. We’re experienced in lots of different types of work. Select a template and customize as you need. Once we understand the workflow, time to completion, turn-around time, etc. that’s when we’ll get you a price.
ASSEMBLE AND TRAIN
Once we understand the work and skill sets needed, we’ll start putting together your team. Training can take anywhere from 5 days to 30 days depending on your team’s size and the complexity of their tasks. Keeping lines of communication open is paramount; your team reports to you on a daily or weekly basis and goes through regular reviews.
OPTIMIZE AND SCALE
You’ll have our operations manager and the QA and Compliance team on your side to help you optimize your workforce. The hiring and onboarding process for new agents has been streamlined, which means you’re able to quickly scale and integrate changes to your workflow in no time.