Financial
Services

Optimizing Your Business Operations So You Can Focus on What You Do Best

Let Auxis Fast-Track Your Journey to a Modern Financial Services Enterprise

The financial services industry operates in a constant state of disruption, confronted by challenges including heightened customer expectations, labor shortages exacerbated by dwindling talent pipelines, disruptive technology, and tightening regulatory requirements.

Maintaining high-performing back- and front-office operations while also running your business distracts you from the core competencies that allow you to meet industry challenges head on and drive strategy and growth.

Enter Auxis financial services solutions, delivering innovative next steps for adapting your operational strategies and strengthening your digital capabilities to prepare for what comes next.

We don’t just recommend business transformation solutions. We can execute them in our nearshore shared services platform. And we tailor them to your specific needs. From loan processing to finance and accounting to customer support, each best-in-class offering we deliver embraces a collaborative approach to managing risk, reducing costs, optimizing business operations, boosting customer loyalty, and achieving break-through digital transformation.

Focus on your core competencies. Our global delivery centers in top nearshore hubs provide quick access to complete, high-performing teams for performing non-core business operations across loan processing, finance and accounting, customer service, IT, and more.

Elevate your customer experience. We tailor our customer service solutions to meet the needs of financial services enterprises, delivering world-class customer support, a seamless and consistent experience across multiple channels, and innovative technology like AI-powered chatbots that create fast, personalized, digitized interactions, whether we are providing customer care during the loan process or collections activities.
Enhance your institutional reputation. As trusted advisors, we help you navigate complex and fast-changing regulatory requirements with hyper-focus on accuracy, error reduction, penalty avoidance, and optimized controls.
Save time and resources with advanced technologies. Auxis has a proven track record of successfully layering such technologies as automation, AI, machine learning, and analytics into business strategy and operations.
Keep your systems running smoothly. From managing infrastructure to cybersecurity to 24×7 technical support, our high-performing IT services ensure the availability, security, and reliability of your tech stack. We also optimize your infrastructure to improve costs and performance.

In a disrupted market, innovation and optimization power a future-ready enterprise. Partnering with Auxis unlocks practical solutions tailored to your business that achieve sustainable improvements to operational performance – letting you focus your internal teams on what matters most.

Financial services leaders ranked tracking customer cases across channels, building meaningful relationships through personalization, and providing enough self-service options as their biggest obstacles to delivering a consistent, high-quality customer experience.

- Source: Microsoft Customer Experience in the 2023 Financial Services Market Report

How Auxis Can Help Financial Services Organizations Achieve Peak Performance

Auxis offers a comprehensive suite of strategic consulting and outsourcing solutions that can transform customer experiences, drive operational excellence, mitigate risk, and lower costs for financial services enterprises. Here’s a sampling of our best-in-class services:

End-to-End Loan Processing

Customer Support
Opening & Processing Customer Loan Applications
Reviewing Completeness/Requesting Additional Information
Researching & Evaluating Customer Financial History & Financial Crimes Risk
Verifying Application Details
Calculating & Validating Income
Post-Funding Support

Finance Transformation Services

Finance Transformation, Optimization Assessments, & Roadmaps
Shared Services Consulting
Order to Cash (AR)
Purchase to Pay (AP)
Record to Report (R2R)
Decision Support

IT Modernization Services

Help Desk
Technical Customer Support
NOC & Network Ops
Cloud Transformation
Infrastructure Management
Cybersecurity
DevOps
Application Development
IT Staffing Augmentation

Other Business Support

Customer Service
Human Resources
Industry-Specific Back-Office Services
Operational Audits

Digital Transformation & Consulting Services

Digital Assessments & Roadmaps
Intelligent Automation & RPA
Business Intelligence & Analytics
System Selection & Implementation
Application Modernization
M&A Integration
Enterprise Program Management

End-to-End Loan Processing

Application Advocate Customer Support
Opening & Processing Customer Loan Applications
Reviewing Completeness/Requesting Additional Information
Researching & Evaluating Customer Financial History & Financial Crimes Risk
Verifying Application Details
Calculating & Validating Income
Post-Funding Support

Finance Transformation Services

Finance Transformation, Optimization Assessments, & Roadmaps
Shared Services Consulting
Order to Cash (AR)
Purchase to Pay (AP)
Record to Report (R2R)
Decision Support

IT Modernization Services

Help Desk
Technical Customer Support
NOC & Network Ops
Cloud Transformation
Infrastructure Management
Cybersecurity
DevOps
Application Development
IT Staffing Augmentation

Other Business Support

Customer Service
Human Resources
Industry-Specific Back-Office Services
Operational Audits

Digital Transformation & Consulting Services

Digital Assessments & Roadmaps
Intelligent Automation & RPA
Business Intelligence & Analytics
System Selection & Implementation
Application Modernization
M&A Integration
Enterprise Program Management

E-Book

Banking Transformation: The Power of Automation

Map Your Course to Intelligent Automation and RPA

A paradigm shift is taking place in a financial services industry once dominated by tedious, time-consuming, paper-based activities. Forward-thinking organizations are infusing processes like client management, risk and compliance, lending, trading, and more with the speed, accuracy, and efficiency of AI-powered automation.

And it’s helping them out-perform their peers.

Here’s just a sampling of automation opportunities in the financial services sector that create high potential for reducing administrative burdens and building faster, smarter, and error-free processes. Our Intelligent Automation and RPA practice is ready to help you identify the best opportunities for your business and implement and maintain your automations cost-effectively for long-term success.

Customer Experience

Account Maintenance
Dispute Management
Customer Service (payment status, fee waivers, etc.)
Onboarding & Account Set-Up
Brokerage Services (account maintenance, trading)

Lending

Prequalifications
Application Processing
Customer Onboarding
Credit Appraisal
Loan Administration & Monitoring

Cards & Payments

Prospecting & Applications
Processing & Approvals
Payments & Settlements
Collections
Dispute & Fraud Management

Risk & Compliance

KYC & Client Due Diligence
Risk Monitoring
Risk Reporting

Capital Markets & M&A

Financial Modeling
Client Material Preparation

Trading Operations

Clearing and Settlement
Corporate Actions
Reconciliation
Collateral Management
Reference Data Management

Finance & Accounting

Invoice Processing & Exceptions Management
Document Processing
Reconciliations & Reporting
Billing
Collections Support

IT Operations

Backup & Disaster Recovery
Network & Server Monitoring
Software & Patch Management
Cloud, Help Desk, & Security Management
Software & Application Testing

Trusted by Leading Organizations from Mid-Market to Enterprise

Auxis brings comprehensive experience across multiple sectors in the financial services space:

Recognized for the last 8 years

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Client Experiences

“Our relationship with Auxis continues to grow thanks to the professionalism of each of its members, the great work they've done, and the fast delivery times. The commitment that Auxis has put to each project is indisputable.”

“Auxis has proven they have the capability, the talent, the people, the knowledge, the expertise, and the insight to help drive any organization. Definitely would recommend them to anybody and everyone.”

“Auxis has brought tremendous value to our business. They are truly our business partner as we continue to explore greater efficiencies, greater automation, and general areas that we really feel we have an opportunity to be better at. We look to them to help us be our partner hand in hand as we move forward.”

The Auxis Difference

Redefining Business Transformation

We’re not just consultants, we are BPO operators and former industry professionals: bringing unmatched insights into the best practices and operational strategy for achieving breakthrough performance faster and more cost-effectively for more than 25 years. With comprehensive end-to-end process transformation capabilities and innovative technology solutions, we excel at optimizing business operations and delivering ROI for Fortune 1000 companies across industries.

Services Tailored to Your Industry

We help you navigate the vigorous security and compliance requirements that surround the financial services industry, delivering the tools, safeguards, and processes to help you migrate your business operations with confidence. We implement robust measures to protect sensitive data. For instance: we can create a separate, secure “clean room” at our nearshore delivery centers with stringent security controls like specialized hardware and software, controlled access, multiple monitoring measures, prohibition of devices that can be used to copy information, and more.

Turning Strategy into Action

We don’t just come in to advise, we can become your operational partners, providing you with the people, tools, and best practices needed to successfully bring you step-by-step through your business transformation journey. Our white-glove consulting teams deliver specific recommendations and an implementation roadmap to improve, innovate, and create value in your operations. Our customized nearshore BPO and ITO solutions can empower your success by providing effective implementation, operational excellence, and fast access to the latest digital capabilities and top talent.

Top-Tier Talent

Our location in top nearshore markets ensures outsourcing doesn’t sacrifice performance. Partnering with Auxis delivers a deep bench of highly educated BPO and ITO talent, helping you beat labor shortages with subject matter expertise and certifications across critical business functions. Our higher-level talent also provides the critical-thinking skills needed as organizations start to outsource more complex, judgment-intensive processes. We further enhance your operations with instant access to high-quality resources with specialized skillsets like analytics, automation, and cybersecurity that can be difficult or expensive to hire at home.

Pioneering the Nearshore Outsourcing Model

We are nearshore outsourcing pioneers, recognized annually on IAOP’s Outsourcing Global 100 list, and continue to stand out as one of the only market leaders with a robust nearshore model. Our global delivery platform in top Latin American hubs like Costa Rica and Colombia combines significant labor arbitrage with highly educated talent, cultural alignment, outstanding English proficiency, and time zone compatibility – driving the real-time communication, collaboration, and critical-thinking skills essential to supporting processes across your value chain.

Digital Transformation Aligned to Business Goals

We take a business-led approach to technology innovation in your business operations, strategically layering intelligent automation, machine learning, advanced analytics, intelligent data capture, and more into your operations and strategy. At a time that most digital transformation efforts fail, we bring the skills, resources, and experience to ensure effective implementation, sustainable improvements, and organizational adoption.

Customized Solutions with Quantifiable Results

Your success is our success. We tailor our nearshore outsourcing services to match the challenges and opportunities unique to your business. Through our high-touch delivery model and flexible, results-driven approach, we become an extension of your team – optimizing processes, elevating operational visibility, and holding ourselves accountable for value realization.

Your Modernized Organization Awaits!

We want to learn more about your organization and help you achieve your goals.

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Let Auxis Fast-Track Your Journey to a Modern Financial Services Enterprise

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Financial services leaders ranked tracking customer cases across channels, building meaningful relationships through personalization, and providing enough self-service options as their biggest obstacles to delivering a consistent, high-quality customer experience.