01
Customer service & account support.
Account questions, transaction inquiries, login help, and general support - across web, chat, and phone channels.
Financial services
Customer service and back-office for financial operators.
Managed customer service, account support, and back-office admin for fintech platforms, accounting firms, insurance agencies, lending companies, and financial advisors. PCI DSS-aware, SOC 2-compatible, and trained on financial-industry privacy standards.
Recognized by Clutch
Top 2025 awards for Customer Support, Virtual Assistants, and E-commerce Call Centers
Why HelpSquad for financial services
Trust is the whole product. We operate like that.
Four pressure points we hear on every financial-services discovery call.
01
Compliance-aware from day one.
PCI DSS for payment handling, SOC 2 controls for data, and privacy protocols built into how every agent works. Documented, auditable, and trained.
02
Account support that scales.
Customer questions, transaction inquiries, login help, statement requests, and account changes handled consistently, with full audit trail.
03
Back-office operations support.
Data entry, document processing, customer verification, reconciliation work - freeing your licensed staff for work that requires licensing.
04
Empathetic collections & financial conversations.
Patient-responsibility calls, overdue accounts, and financial-hardship conversations handled with empathy and compliance, not aggression.
How we show up
Support lanes for financial services.
Start with the lane that's blocking your team most today. Expand as the engagement earns its keep.
02
New-customer intake & onboarding.
KYC document collection, identity verification workflows, account setup assistance, and first-30-day onboarding support.
03
Back-office operations.
Data entry, document processing, reconciliations, reporting admin, and any non-licensed operational work.
04
Customer communications at scale.
Statement delivery questions, marketing follow-up, renewal reminders, and proactive account outreach.
05
Collections & financial conversations.
Overdue account calls, payment-plan negotiation, financial-hardship conversations - handled with empathy, documented with compliance.
06
Fraud support & disputes intake.
First-line fraud reports, dispute intake, documentation collection, and escalation to your compliance team with complete records.
10-Year HelpSquad Client
HelpSquad feels like part of our practice - not an outsourced team.
Dr. Maria Rhode, DMD
Owner · Imagine Advanced Dental Arts
Lawrenceville, NJ
Client since 2016
Lawrenceville, NJ
Client since 2016
Services at a glance
Everything we run for financial services.
Six service categories. Mix and match. Scale into the rest as you grow.
01
Customer Service Outsourcing
Multi-channel support across web chat, email, and phone. Compliance-trained, encrypted channels, audit-ready.
02
Call Center Outsourcing
24/7 inbound and outbound coverage for account support, collections, and renewals.
03
Live Chat Outsourcing
24/7 managed live chat on your platform - for account Q&A, support deflection, and new-customer intake.
04
Virtual Assistants
Back-office admin, document processing, data entry, and operational support.
05
Virtual Receptionists
Professional answering for accounting firms, financial advisors, and small fintech platforms.
06
White-Label BPO
Resell our team under your platform brand - common with fintech platforms reselling support to their business customers.
Tool stack
Trained on your financial-services stack.
Your agents work inside your existing tools. Custom tool training built into onboarding.
Salesforce Financial Services CloudQuickBooksXeroNetSuitePlaidStripeZendeskIntercomGongHubSpotDocuSignMicrosoft Dynamics+ custom tools
Transparent pricing
Simple rates. Nothing to hide.
We publish our rates because we're proud of them. No hidden fees. No surprise minimums. No bait-and-switch. You only pay for hours worked.
$8-$12/hour.
That's it. That's the whole range.
That's it. That's the whole range.
$0
Upfront cost
$0
Implementation fees
$0
Replacement costs
Back Office
$ 8-10
per hour · billing, claims, data entry
- Insurance verification
- Medical billing & AR
- Claims processing & appeals
- Pre-qualified candidates
- HIPAA BAA included
Most popular
Patient Facing
$ 11-12
per hour · scheduling, calls, intake
- Front desk & scheduling
- Clinical / specialty experience
- Candidate interviews included
- EHR-specific recruiting
- Virtual desktop + BAA
Managed Team
Custom
team lead + multiple VAs + QA
- Full managed service
- Workforce management & QA
- Monthly analytics reporting
- Ideal for 3+ seats or 24/7
- US-based operations lead
Ready to scale operations?
Compliance-aware support. Compassion-first collections.
From fintech platforms to accounting firms to insurance agencies to lending companies, HelpSquad runs the customer service, account support, and back-office work that lets your licensed team focus on the work that requires licensing.
In their words
What clients say about working with us.
H.E.R. Accessories
Having a real person is what we were looking for. HelpSquad has provided a good business model and support over the past 3 years.
Mason Bottle
The price is excellent for the quality of the service. Agents and coaches learn quickly and give customers an authentic experience with our brand.
VELLO
Within the first 3 months we expanded our hours of active guest communication by about 25% and delivered approximately 33% labor cost savings.
MultiSoft Corporation
They handle all of our live support 24x7x365. Awesome customer service.
Kofile Technologies
Professionals who have always proven themselves trustworthy and beneficial to our support staff.
N.J. Hair Center
It's like having someone there 24/7 to answer questions.
Simple Agency
Agents learn how to answer the top questions prospects ask, custom to YOUR business.
Spark Orthodontics
Good communication between company and customer.
Frequently asked
Answers before you ask.
Are you PCI DSS compliant?
Yes. We operate under PCI DSS controls for payment-card handling. Agents do not see full card numbers; secure payment tools are used for card collection; access logs are maintained per PCI standards.
What about SOC 2?
We operate under SOC 2-compatible controls: encrypted channels, secure virtual desktops, per-agent access logs, documented incident response. We sign enterprise MSAs with security riders and map our controls to your SOC 2 program during onboarding.
Which financial-services tools do you work in?
Salesforce Financial Services Cloud, QuickBooks, Xero, NetSuite, Plaid, Stripe, Zendesk, Intercom, HubSpot, Dynamics, and most modern fintech / financial platforms.
Can you handle collections calls?
Yes. Patient-responsibility, overdue account, and financial-hardship conversations - handled with empathy, compliance scripting, and full documentation. No aggressive collections tactics.
Do you handle fraud support?
First-line fraud reports, dispute intake, and documentation collection. Final fraud determination and compliance response stays with your team.
How much does financial-services support cost?
$11-12/hour for customer-facing work and $8-10/hour for back-office operations. Volume-based pricing for enterprise engagements. See full pricing →
How quickly can you go live?
About two weeks for most engagements. Enterprise engagements with complex compliance requirements may take longer - we scope on the discovery call.
Verified client reviews
What clients say on Clutch.
Unfiltered, third-party-verified reviews pulled live from our Clutch profile.
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Ready to scale financial services operations?
Let's build the squad your financial services operation needs.
A 30-minute call. We'll scope the work, pre-qualify candidates, and give you a realistic go-live timeline.
877-775-3667 · info@helpsquad.com · Hatboro, PA