Industry/Regulated & Professional
Banking, Financial Services & Insurance BPO in Kenya.
Secure, compliant support for banks, fintechs and insurers.
In banking and insurance, a mishandled call is a regulatory risk as well as a customer problem. We build every programme around security, accuracy and audit trails.
- Banks, fintechs, SACCOs, insurers
- Clients
- Care, KYC, claims, collections, back office
- Work
- Restricted floor, audit logging
- Security
- PCI-DSS practices, GDPR, Kenya DPA
- Frameworks
Overview
Affordable BFSI outsourcing for companies in the UK, Ireland, the Netherlands and Singapore
- 01
Account servicing, card and dispute support, claims intake, KYC onboarding, collections and fraud-alert response.
- 02
Processes are designed around PCI-DSS, SOC 2 and regional financial-conduct rules.
- 03
Agents work in access-restricted environments, following scripted and auditable procedures.
- 04
The team knows local products well, including M-Pesa integrations and mobile lending.
At a glance
Targets are agreed per client and written into your SLA.
- Of calls recorded
- 100%
- Of checks on financial transactions
- 2 levels
- Records on every process
- Audit-ready
What's included
What's included in our banking & insurance service.
Take one piece or all of it. Every item runs to documented procedures with an owner, a target and weekly reporting.
- 01
Account servicing
Balance, statement, card and account queries.
- 02
KYC and onboarding
Document checks and customer verification.
- 03
Card and dispute support
Lost cards, chargebacks and fraud alerts.
- 04
Claims processing
Insurance claim intake, checks and updates.
- 05
Collections
Early-stage collections and payment plans.
- 06
Loan processing
Application checks, data entry and follow-up.
Recommended services
The services banking & insurance teams use most.
Your customers' data, properly protected.
Banking & Insurance work runs on the same secure foundations as every Maxed BPO programme, with controls you can audit.
- Locked-down machines with no personal devices or downloads
- Role-based, logged access to your systems
- GDPR, Kenya Data Protection Act and PCI-DSS practices
- NDAs and data processing agreements as standard
How we tailor it
How banking & insurance outsourcing with Maxed BPO works.
Every sector programme follows the same careful path, built around your rules, systems and busy periods.
- 1
Understand your sector
We learn your customers, rules, systems and busy periods before anything else.
- 2
Hire for the job
We recruit people with relevant backgrounds and train them on your products.
- 3
Launch carefully
A supervised pilot with daily calibration before the team takes full volume.
- 4
Report and improve
Weekly reports, monthly reviews and headcount that flexes with demand.
Who it's for
Who uses our banking & insurance service.
- Commercial and digital banks
- Fintech and mobile money companies
- SACCOs and microfinance lenders
- Insurance companies and brokers
- Buy-now-pay-later providers
Platforms
Tools and platforms we work in.
Your team works inside the systems you already use. Don't see yours? We learn custom tools too.
- Temenos
- Finacle
- Salesforce Financial Services
- Microsoft Dynamics
- M-Pesa APIs
- Genesys
FAQ
Banking & Insurance: your questions.
Something else on your mind? Our team replies within one working day.
Speak to a specialist
Tell us your volumes and goals. We reply within one working day with a suggested team and price.
Get a free quoteHow do you protect financial data?
Restricted floors, no personal devices, locked-down machines, role-based access and full audit logging.
Can you handle KYC checks?
Yes, following your KYC and AML procedures, with escalation for anything suspicious.
Do you work with Kenyan SACCOs and lenders?
Yes, as well as international banks and fintechs.
More industries
Other sectors we support.
Get a free banking and insurance BPO quote
A no-obligation consultation to design your team, hours and price. Most quotes are back within one working day.