Financial Services

The Financial Services sector is fraught with challenges – and ripe with opportunity to wow new and existing customers. Highly competitive and steep with regulatory controls, it can be highly lucrative if well managed. For many organizations, finely-tuned customer management builds brand loyalty and solidifies long-term relationships.

C3/CustomerContactChannels has the entrenched industry experience, deep executive involvement and a culture of innovation to drive value in the Financial Services sector. Our industry veterans have invested decades managing Financial Services customer relationships. We track and deliver on critical performance indicators, drive innovative processes, provide a secure operating environment – and deliver bottom line results.


  • Customer Acquisition: Account enrollment and retention.
  • Customer Service: Customer care related functions include general account maintenance, telephone banking, fraud identification services, balance verification, card activation, and credit card application processing.
  • Cross-sell, Upsell & Loyalty: Proactive communications for fee-based products, incentive offers and customer satisfaction calls deliver a superior customer experience that builds brand loyalty and customer lifetime value.
  • Web Communications: Solutions support general customer communications and services, including online comparisons, Email Management, Click to Chat, Click to Talk, Social Media Monitoring Solutions, and Web Self Service.