Financial Services

Each year The Connection handles millions of customer service and support calls for financial services clients nationwide.  We work hand-in-hand with many leading companies providing exceptional world-class quality and customer service results.  Our customized training and advanced technology ensures that our highly-trained agents will deliver an unparalleled customer service experience.  Trusted by many leading Fortune 500 companies, we provide the experience, quality, and operational efficiencies needed to help you lower your customer service costs and improve your quality rates.  We handle it all with the quality and dedication you expect from an award-winning industry leader.

Some of the benefits of outsourcing with The Connection include:

  • 100% U.S.-based contact centers – providing professionally-trained agents who answer calls 24 hours a day, 365 days a year.
  • Capacity and scalability – ability to meet your service level goals with the capacity to handle over 100 million calls per year through U.S.-based call center agents.
  • Proactive account management – optimizing your success through a flexible, consultative management approach with a focus on quality.
  • Quality Focused – ensuring quality and performance through on-demand, web-based reporting with live and recorded call monitoring.
  • Workforce optimization – scheduling staff to maximize utilization efficiencies to lower your costs.
  • Customized agent training – developing customized training based on your organizational culture and contact requirements.
  • Advanced technology and technical integration – leveraging skills-based routing to direct calls to the best-qualified agents while accessing your internal CRM system in real time.
  • Workforce optimization – scheduling staff to maximize utilization efficiencies to lower your costs.


Financial Industry Services:

Inbound Calls

Customer Service

Customer Retention

Sales, Upsells & Cross-sells

Troubleshooting/Help Desk

Order Placement/Processing

Billing Support/Inquiries

Order Status

Consumer Affairs


Email Response

Live Web Chat

Interactive Voice Response (IVR)

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