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Financial & Insurance

Their money. Our responsibility.

PCI/SOC2 compliant. Fraud prevention. Secure multi-channel support for banks, fintechs, and insurers. USA agents handling sensitive data with zero compromises.

Financial Program Benchmarks
98.4%
PCI compliance rate
92.8
OttoQA avg score
22s
Avg speed of answer
71%
First call resolution
Representative benchmarks from active Expivia programs.

PCI and SOC2 compliant infrastructure.

Payment card data, account info, and financial records handled under strict compliance. Audited. Certified. Built for the standards major financial institutions require.

Fraud prevention and verification.

Identity verification, fraud detection, suspicious activity escalation. Protecting your customers and your institution on every call.

Multi-channel financial support.

Voice, chat, email, secure messaging. Every channel delivers the same security. No gaps. No weak links.

Real-time compliance monitoring.

OttoQA flags regulatory issues the moment they happen. Not after the fact. Not in a monthly audit. Instantly.

Fraud detection and prevention support.

Trained agents identify suspicious activity during live calls. Verification protocols. Account freeze procedures. Warm transfers to fraud departments. OttoQA flags compliance deviations in real time.

Collections and payment arrangements.

Compassionate, compliant collections. Payment plan negotiation. PCI-compliant payment processing on the call. Agents trained on FDCPA and state regulations. Dignity in every conversation.

Account servicing and retention.

Balance inquiries. Statement questions. Fee disputes. Card activations. Retention offers for at-risk accounts. Agents trained on your specific products and policies.

What Is Included
PCI DSS
Level 1 PCI compliant. Secure payment processing. Desktop tokenization.
SOC2
SOC2 Type II controls. Security, availability, and confidentiality.
OttoQA on Every Call
100% compliance monitoring. Real-time flagging of regulatory risk.
Fraud Protocols
Trained verification. Suspicious activity escalation. Account protection.
FDCPA Compliant
Collections agents trained on federal and state debt collection regulations.
Secure Infrastructure
USA data only. Encrypted pipelines. No offshore data routing.
Proof

A growing fintech switched after hidden fees hit 35% over contract.

$0
Hidden Fees
98%
Compliance Rate

Previous BPO added "technology fees" quarterly. We gave one price. Everything included. Compliance hit 98% in month two.

[Client Name], [Title] at [Company]
Your customers trust you with their money.

Trust us with their calls.

Book a Discovery Call
Or call: 877-766-7822