Banking, Financial Services, and Insurance.

man in white button up shirt smiling

BFSI CALL CENTER SERVICES

TRANSFORMING BFSI CUSTOMER EXPERIENCE THROUGH OUTSOURCING.

Strategic, Experience-Led BPO Solutions to Optimize and Elevate Your BFSI Operations

At TaskGrid Solutions, we deliver specialized BPO services tailored for the Banking, Financial Services, and Insurance (BFSI) sectors. Our seamless, end-to-end solutions are designed to meet the industry’s complex and evolving demands. From customer service and collections to claims processing and back-office operations, we help organizations enhance operational efficiency, ensure regulatory compliance, and strengthen customer trust.

OUR BPO AND CX SERVICES FOR YOUR BFSI OPERATIONS

Collections

First-Party Collections: Maximize recovery while preserving valuable customer relationships. Our skilled agents communicate with empathy and precision, following all regulatory guidelines and using proven, brand-aligned collection strategies.

Key Benefits:

  • Increased recovery rates with customer-friendly approaches

  • Full compliance with BFSI-specific recovery regulations

Claims

Insurance Claim Processing: Accelerate the claims lifecycle with AI-enhanced workflows and automation. Our team ensures quick, accurate settlements—keeping policyholders informed and satisfied.

Key Benefits:

  • Reduced turnaround times and faster payouts

  • Improved policyholder experience and retention

Servicing

Customer Service & Loan Servicing: Deliver prompt, omnichannel support across phone, email, and chat. Our BFSI-trained agents handle service inquiries efficiently, using AI co-pilots to improve resolution time and accuracy.

Key Benefits:

  • Higher CSAT and faster query resolution

  • Seamless integration with your existing servicing platforms

Back-Office Support

Data Processing, Call Monitoring & Admin Tasks: From document handling to real-time call audits, our back-office services help reduce workload on internal teams and improve front-line delivery outcomes.

Key Benefits:

  • Cost-effective support with faster cycle times

  • Boosted productivity through reliable task delegation

FEATURES

Omni-Channel Communications

Engage customers across their preferred channels—voice, email, chat, and social media—delivering consistent messaging and exceptional service quality every time.

Automated Claims & Document Management

Harness intelligent automation to streamline insurance claims processing and document workflows—minimizing human error and accelerating turnaround times.

AI-Powered Agent Assistance

Our generative AI tools—MindVoice, MindSpeech, and Arya—support human agents in real time, accelerating response times, harmonizing accents, and enabling more intelligent, natural conversations

Compliance & Risk Management

Designed with compliance at their core, our solutions enable BFSI clients to confidently navigate complex regulatory landscapes—through embedded checks, robust controls, and real-time monitoring.

Engage Proactively

Connect through compliant, personalized outreach strategies that drive higher engagement and accelerate response times.

Service Reliably

Provide exceptional support throughout the BFSI customer lifecycle—from loan servicing to insurance inquiries—focusing on swift resolution and long-term retention.

Recover Strategically

Employ respectful, results-driven first-party collections strategies that align seamlessly with your brand voice and regulatory compliance framework.

Support Efficiently

Streamline back-office operations with speed and precision—boosting internal productivity and driving cost efficiency.

THE WAY WE WORK

Operational Efficiency
End-to-end support—from customer service to collections—enhances turnaround times and overall performance.

Faster Claims & Onboarding
Accelerate processes and reduce onboarding time by up to 40%, improving customer satisfaction and time-to-value.

Cost Reduction
Achieve 40–50% lower operating costs through strategic right-shoring and intelligent automation.

Data Security & Compliance
Ensure full regulatory compliance with PCI-DSS standards and BFSI-grade data protection protocols.

Scalable CX
Deliver 24/7 multilingual support for global coverage, faster query resolution, and consistent customer experiences.

Crisis-Proof Continuity
Maintain operations seamlessly with resilient infrastructure and built-in business continuity measures.

AI-Driven Insights
Leverage real-time analytics to understand customer behavior, measure campaign ROI, and optimize operational performance.

WHAT SETS US APART