Work as an agent

Solutions for Financial Services

In the realm of financial services, customer experience takes centre stage. Whether it's banking, insurance, or investment, the industry hinges on building trust, delivering seamless interactions, and providing personalised solutions. In this dynamic sector, optimising customer experience isn't just a goal - it's a strategic imperative for success and loyalty.

Regulatory Concerns

Diverse global markets operate under distinct regulations dictating the handling of customer information. Outsourcing CX services in these sectors necessitates strict adherence to industry-specific norms. yoummday is experienced in the governance required to operate effectively in highly sensitive financial environments, including mechanisms to audit and monitor compliance with relevant regulations.

Only pay for agents' productive time

Complex Financial Information

Understanding intricate financial concepts and products can be daunting for customers, leading to confusion and hesitation. yoummday's advanced remote training methodologies ensure that agents are qualified to simplify complex financial information, explain products, and guide customers, fostering confidence and informed decision-making.

Data Privacy and Protection

Numerous jurisdictions uphold rigorous data protection laws, exemplified by the European Union's General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). yoummday establishes Data Processing Agreements with clients, outlining the roles and responsibilities of both parties concerning data processing. It implements robust data security measures to protect customer data from unauthorised access, breaches, or leaks using encryption, access controls, and regular security audits.


Financial Consultation

Virtual consultations with skilled agents who provide financial advice, investment insights, and retirement planning, ensuring customers receive personalised guidance.

Digital Banking Support

Assist customers with digital banking processes, troubleshoot technical issues, and guide them through online transactions, enhancing user experience and reducing friction.

Insurance Claims Assistance

Handling insurance claims inquiries, streamlining claims processes, and providing clear explanations, ensuring customers' peace of mind during critical moments.