Industry solutions

Banking and Finance

We work for nearly 30 financial sector entities:

banks

loan companies

debt recovery companies

leasing companies

brokerage houses

9 out of 10

banks in Poland rely on
our services

Customers from this sector

Examples of Processes Handled

Sales

  • Handling loan applications – verification
  • Handling credit documents – registration, verification, digitization
  • Handling contract annexes and supplements
  • Processing cost estimates and expert opinions

Customer service

  • Handling transaction-related documents
  • Handling the complaint process
  • Handling agreement terminations
  • Handling marketing campaigns and loyalty programs
  • Providing logistics services related to the bank’s marketing materials
  • Customer satisfaction surveys

Finance

  • Registering and digitizing invoices, adjustment notes, payment orders
  • Debt collection

HR

  • Digitizing HR and payroll-related documentation of the bank’s employees
  • Creating e-files and feeding documents on an on-going basis
  • Handling non-compensation benefits
  • Maintaining relations with authorities (Public Insurance Institution, Tax Office)

Administration

  • Rendering secretariat services at the bank’s headquarters
  • Performing reception desk processes
  • Employment outsourcing

Check what we can do for your company!

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Our customers