Secure customer service for the finance sector.

For customers in the financial space, efficient, professional service isn’t a luxury – it’s an absolute must. That’s why our teams of trained and accredited customer service agents integrate with your existing solution to provide high-quality support from day one. So you can deliver on your customers’ priorities.


Build trust with your customers, the right way.

Quality customer service is about creating connections between your brand and your customers. People want to feel safe and secure when they speak about their finances, so having professional customer service advisors that can reassure them is the key to building trust and commitment.

To develop these relationships, we hand-pick our agents, tools, and technology to suit your business. This ensures the highest quality customer service exchanges, regardless of channel.

FM Outsource has decades of experience using the latest solutions and intelligence to create long-lasting relationships with customers in the finance sector. Our consultants will tailor a bespoke solution to meet the demands of your business, whether it’s building better brand sentiment, streamlining processes, or covering peak periods. We have the solutions to address any customer service issue, helping your business grow.

Your challenges, our solutions.

Each potential recruit at FM Outsource undergoes a thorough testing process – from grammar and typing through to logic and decision-making. When a candidate is selected to work for your campaign, we’ll move forward to deliver specific training that complies with all the regulatory bodies governing your area of business.

And the buck doesn’t stop there! All correspondence and exchanges with customers are subject to round-the-clock checks, to make certain that the highest levels of quality are maintained at all times.

What’s more, you’ll have access to our sophisticated forecasting model which will project how many agents you need on an hour by hour basis, helping you to divide resources as required.

Deliver financial customer service differently.

Management and reporting

Management and reporting of your operation in full.

Advisor training programmes

Advisor training programmes and quality checks.

No offshore agents

Entirely UK-based teams for the best quality service.

Set-up and go

Set-up and go in weeks to assist with peak times.

24/7, 365 day expert support

24/7, 365 days a year expert support in any language.

Save money with customer service outsourcing.

In a world of tighter budgets and multiple options, it can be difficult to know exactly where best to spend your money. In our cost analysis, we break down how much an insourced agent actually costs you and, more importantly, how much you’ll save by outsourcing.

And our entirely UK-based teams can actually help improve your customer experience at the same time. So we’ve included some client case studies showing you how we achieve this.

Insourcing vs outsourcing cost analysis download

At FM Outsource, we are experts in
the entire customer service journey.



We understand that customer service is about relationships and building connections with your customers. We invest heavily in our agents to ensure they are the best in the business.

We will never know your customers as well as you do, but we know how to deliver the exceptional customer services that they want and expect from their favourite retailers.



We’ve never been a business to stand still. Throughout our history, we’ve continuously refined our processes so that each customer service journey exceeds the successes of the last. This same attitude applies to our tailored solutions for the finance industry. We complete a thorough consultation with each of our partners to understand how we can help them achieve their goals and better safeguard their customers.



At FM Outsource we pride ourselves on the fact that each and every one of our financial solutions is completely future-proof. We implement the latest encryption technology to guarantee your business does not fall victim to any data breaches. So you can rest assured, regardless of whether your customer is talking to us via phone, email or webchat, their financial information will never fall into the wrong hands.

Get in touch

Want to chat today? Call us on 0808 164 1406.

Or you can fill in our contact form and we’ll get back to you asap.

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