Outsourcing Services

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Services We Offer

Offshore outsourcing services offer significant benefits for companies in the Banking, Financial Services, and Insurance (BFSI) industry. By leveraging our offshore outsourcing services, BFSI companies can achieve greater efficiency, cost savings, and improved service quality, enabling them to focus on core business objectives and strategic growth.

Customer Support Services

  • Inbound/Outbound Call Support
  • Email and Chat Support
  • Account Servicing
  • Loan/Policy Queries Handling
  • Complaint Resolution and Grievance Management
  • 24/7 Multilingual Helpdesk

Back Office Operations

  • Data Entry and Processing
  • Document Verification and KYC (Know Your Customer)
  • Loan and Mortgage Processing
  • Policy Administration
  • Claims Processing
  • Account Opening/Closure Support
  • Underwriting Support

Finance and Accounting Services

  • Accounts Payable/Receivable (AP/AR)
  • Bank Reconciliation
  • Ledger Maintenance
  • Regulatory Reporting
  • Financial Analysis and Forecasting
  • Audit and Compliance Support

Risk & Compliance Services

  • Anti-Money Laundering (AML) Monitoring
  • Fraud Detection and Prevention
  • Regulatory Compliance Checks (FATCA, MiFID, etc.)
  • Transaction Monitoring
  • Internal Audit Support

Knowledge Process Outsourcing

  • Equity and Credit Research
  • Investment Research
  • Risk and Market Analysis
  • Financial Modelling and Valuation
  • M&A Support

IT and Tech Support

  • Core Banking System Maintenance
  • Application Development and Maintenance
  • Cybersecurity Services
  • IT Helpdesk Support
  • Cloud Infrastructure Support
  • Software Testing and QA

Analytics and Business Intelligence

  • Customer Behavior Analytics
  • Fraud and Risk Analytics
  • Loan Default Prediction
  • Credit Scoring Models
  • Churn Prediction

Sales & Marketing Support

  • Outbound Lead Generation
  • Customer Onboarding Support
  • Cross-selling and Upselling Campaigns
  • Email Campaign Management
  • CRM Management

Document Management Services

  • Scanning and Digitization
  • Electronic Document Management Systems (EDMS)
  • Content Classification and Indexing

Collections and Debt Recovery

  • Pre-Delinquency Outreach
  • Early and Late-Stage Collections
  • Skip Tracing Services
  • Dispute Resolution

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About Us

Streamline Your Financial Services with Powerful Software & Expert Outsourcing

Feeling overwhelmed by complex financial systems and manual processes? At iShore Software, we understand the challenges faced by financial services and insurance agencies. That's why we offer a winning combination of custom software development and expert outsourcing to empower your business.

Imagine an enterprise resource planning system (ERP) tailored specifically for your financial business. This could be a game-changer, integrating your erp software across departments to streamline tasks like wealth and asset management, financial planning, and customer service. With iShore's financial management solutions, you can automate tedious processes, improve data security, and gain valuable insights to make smarter decisions. Plus, our wealth management software empowers you to deliver exceptional service to your clients, helping them achieve their financial goals.

Ready to unlock the potential of your financial services agency? Contact iShore Software today for a free consultation and discover how our custom software and outsourcing services can revolutionize your business.

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Case Studies: How We Deliver Results

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Case Study

Expedited Policy Issuance through Automated Workflows

Streamline new policy issuance & delight clients with faster turnaround times. Automation reduces errors & frees agents to focus on you.

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