Financial

Forging a New Era in the Financial World

Drive business excellence with Horatio’s bespoke solutions, leveraging advanced technology and a world-class team.

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Deliver a new level of customer experience with cutting-edge technology, world-class talent, and innovative strategies.

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Harness a wealth of specialized knowledge and expertise

In the realm of financial services, where safety and adaptability are paramount, expert-backed support can be the key for business growth.

Acknowledging the distinctive challenges inherent to the financial sector, encompassing both FINTECH and traditional banks, the alchemy of expert support brings added value. By seamlessly integrating safety measures and adaptability into our approach, we fortify institutions against uncertainties, ensuring a resilient foundation for sustained growth and customer trust.


What we do

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Customer Service

  • Chat/Email
  • Phone
  • In-app
  • Text
  • Social Media
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Back Office Support

  • Billing Management
  • Inbound Sales
  • Lead Generation and Qualification
  • AI Services
  • Data Annotation
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Technical Support

  • Troubleshooting Solutions
  • Digital & Voice Tech Support
  • Security Helpdesk
  • Remote Support Services
  • Quality Assurance
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Compliance and Fraud

  • Compliance Audits
  • Policy Development
  • Fraud Prevention and Detection
  • AML Services
(Anti-Money Laundering)
  • Data Security
  • Due Diligence Services
  • Compliance Reporting
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Content Moderation

  • Community Management

The outsourcing advantage
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Cost Savings

 Collaborate with external specialists to free up resources, allowing for strategic investments and long-term business scaling opportunities.

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Specialized Expertise

Forge strategic alliances with external partners to tap into specialized skill sets and innovative solutions, driving operational excellence and market differentiation.

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Risk Mitigation

Ensure robust compliance standards and cutting-edge data security protocols, fortifying against operational risks while safeguarding customer trust.

Don’t take our word for it

Flux Footwear logo
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“I just can’t find another BPO of the same quality, of the same customer care, not just for our end customer, but also for me as a client, giving me that higher level of service. Horatio is really not like other BPO that you talk to. They can be as hands on or hands off as the client wants. I think that kind of flexibility and customization is really, really rare when it comes to BPOs”

Annie PhanHead of CX - Flux Footwear
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“Horatio is really good at developing a culture around your company. They focus on the people, and every day they’re showing up motivated and excited to work with you. Horatio as an extension of your team is the best way to achieve success."

Justin SundheimerSVP of Operations - SEATED
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“I think what sets Horatio apart is the culture. The closeness that we have with the team is really unique. Horatio is very flexible and they really cater to each company's needs no matter how different they are, which creates a amazing level of understanding between both teams.”

Roma YumulCX Manager - Dr. Squatch
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“The best part about working with Horatio is that they’re not just a vendor. They focus on being a strategic partner in every aspect of your business; the future of BPOs. Long gone are the days where contact centers are cost centers. Horatio turns a contact center into a profit center.”

Jarvous FreemanVice President of Operations - Classwallet
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“Doubling in size multiple times over the course of the year is amazing.They’ve always been really incredible and able to rise to the occasion and scale up the team very, very quickly. We’ve been able to maintain extremely high quality and match our internal team with CSAT scores well into the 90s consistently.”

Julia AlexanderVice President of Operations - Spot & Tango
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“I can always count on our horatio  team to raise issues that they’re seeing with our customers. They’re always sharing their ideas and insights with us so we can partner together to find the best solutions. If you’re looking for a partner who will work with you to find the best way towards exceptional customer experience , Horatio is the way to go.”

Sydney Chestler & Sarah DorseyCustomer Experience Senior Manager & Customer Service Lead - Fresh Clean Threads

Resources

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