Vertex supports BFSI institutions with secure, compliant customer service and KYC/AML operations.
Customer Support & Account Servicing
Omnichannel, secure support to enhance customer satisfaction and trust.
24/7 Inbound Support
Handling queries related to accounts, transactions, cards, loans, policies, and investments.
Outbound Calling
Welcome calls, EMI reminders, renewal notifications, cross-sell campaigns.
Email & Chat Support
Instant assistance on statements, grievances, and product inquiries.
IVR Management
Self-service flows for balance checks, transaction history, and policy details.
Multilingual Helpdesk
Supporting regional and international clients with localized service.
KYC, Onboarding & Compliance
BPOs ensure regulatory adherence and seamless onboarding for individuals and institutions.
Digital KYC Verification
Document validation, face match, liveness detection, and video KYC.
Customer Onboarding
Managing failed delivery attempts or buyer-requested changes.
Loan & Credit Services
Supporting financial institutions across the entire credit lifecycle.
Loan Application Processing
Data capture, eligibility checks, and document validation.
Disbursement & EMI Setup
Coordinating final documentation, payout, and auto-debit setup.
Delinquency Management
Early bucket collection support, payment reminders, and NPA follow-ups.
Credit Card Support
Application tracking, limit enhancement requests, and chargeback processing.
Insurance Support
BPOs improve policyholder experience while ensuring backend efficiency for insurers.
Policy Issuance & Servicing
Proposal form capture, endorsement updates, renewal processing.
Claims Processing
FNOL intake, document validation, coordination with surveyors, payout assistance.
Agent/Partner Helpdesk
Assisting agents with queries on product, commissions, and lead updates.
Grievance & Escalation Handling
Managing complaints through centralized resolution desks.
Back Office & Analytics
Powering insights, operational efficiency, and decision-making.
Data Entry & Validation
Accurate processing of financial forms, applications, and claims.
Reconciliation Services
Matching transactions, resolving mismatches, and ledger updates.
Navigating Disruption in the A Better Automotive Industry.
Driving Financial Solutions for the Automotive Industry
We support automotive suppliers, manufacturers, and dealers with tailored financial services to navigate industry challenges and drive growth.
Driving Financial Solutions for the Automotive Industry
Automotive Suppliers
Suppliers have faced many challenges, from production shutdowns and labor strikes to shifts in EV momentum.
Vehicle Brands
As the world works to form a comprehensive response to the climate crisis, original equipment manufactureers (OEMs) are redefining the mobility experience.
Finance Providers
As the world works to form a comprehensive response to the climate crisis, original equipment manufactureers (OEMs) are redefining the mobility experience.
AutoTech
As the physical and digital worlds continue to converge, AutoTech companies may find themselves at the forefront of transforming the automotive industry.
