Financial
BPO Services

Outsource your Financial Back-Office functions to Synergies

Expert Financial Services Outsourcing solutions for your business.

Welcome to Synergies, where we provide specialized Financial BPO Services. Whenever you think of Outsourcing finance activities or require comprehensive financial outsourcing solutions, we are your top-tier choice.

What Financial BPO Services Do We Offer?

Our Financial BPO Service is a one-stop Outsourcing Solution designed to manage your financial process functions seamlessly. Synergies is renowned for its expertise in finance, delivering services ranging from standard bookkeeping to more complex tasks such as transaction assistance. If you are in search of Financial Services Outsourcing options that exceed expectations, look no further.

Financial BPO: Key Offerings

Synergies provides a range of subservices that perfectly align with our core Financial BPO Service.

Comprehensive Bookkeeping

Our expert accountants will manage your daily financial transactions.

Accounts Receivables & Payable Management

Our competent team will skillfully manage your AR and AP, making sure your cash flow stays healthy.

Customer Support and Inquiries

Our customer service team will assist your clients with any questions or inquiries they may have.

Loan Application Processing

Our team can manage the process of your customer’s loan application from beginning to end. We will create and manage all necessary documents, ensuring that everything is in order before submitting them.

Transaction
Assistance

Our team will assist with any transactions your customers may need to make. We can help them make payments on their loans, pay for services rendered, and more.

Feedback and
Surveys

We will collect customer feedback, then provide it to you so that you can make better decisions.

Bill Payment Reminders

We can help you remind your customers when their bills are due. This will ensure that they pay on time and reduce the number of overdue payments that must be written off as unmanageable debt.

Technical
Support

We can provide technical support for any products or services that you offer. Our team can help your customers resolve their problems, which will reduce the number of calls and emails you receive from them.

Document
Verifications

We can verify the authenticity of documents that your customers provide you with. This will help ensure that they are real and not altered in any way. It also reduces the risk of identity theft or fraudulent activities.

Appointment
Scheduling

We can Schedule Appointments and other Administrative tasks for your customers.

Benefits of Outsourcing to Synergies

Choosing to outsource your Financial Back Office or Voice Functions to Synergies has numerous benefits:

Committed Customer Testimonials

Our clients have nothing but exceptional experiences with our services:

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SALES

“We are aware that an effective and all-encompassing strategy is necessary for sales success. We provide fully managed and supported sales service solutions to assist our clients in enhancing their outcomes and fostering company expansion.

We offer the following sales service solutions:

  • Lead generation
  • Sales and new promotions
  • Order taking
  • Sales support

Our sales services solutions are being made to assist you in boosting customer satisfaction and revenue growth, both of which will help you enhance your bottom line. Our services are created to complement your sales operations and guarantee that your clients receive the best possible care and service, since we recognize how important it is to provide a seamless and happy customer experience.”

other services

“Synergies offers a broad selection of top-notch services to suit your company’s needs. We also offer, but are not limited to, the following services:

No worries if your service is not included; we’ve got you covered.

  • Maintenance reminders
  • Repair order and scheduling
  • Residential services

To assist your business goals, our team of specialists is prepared to manage a variety of duties and procedures. We are committed to providing individualized solutions catered to your requirements, guaranteeing that you get the assistance you require to accomplish your objectives.

Even though we provide a wide range of services, we are aware that every organization has needs and demands that may not be met by what we currently have to offer. Because of this, we collaborate closely with our clients to comprehend their needs and provide solutions that are specifically tailored to their needs. At Synergies we give our clients the utmost care and attention, and we look forward to collaborating with you as a partner to achieve your business goals.”

BPO / KPO

“Synergies is your go-to partner for comprehensive, end-to-end BPO services that boost your company’s productivity, efficiency, and quantifiable outcomes. To support your company’s demands, our team of specialists is well equipped with a variety of procedures and services.

We offer the following BPO services:

  • Coupon entry
  • Disbursements
  • Early bird service
  • Escrow
  • Payment reminder
  • Payoff ordering
  • Physician referrals
  • Recalls from manufacturers
  • Service reminders
  • Title search
  • Tow truck service
  • Warranty claims
  • Customer Care/
  • Customer Service
  • Chat Customer Care
  • Emails
  • Content Mediation (Profile, Photos)
  • Content Moderation (social media)
  • Sales/ Upsell
  • Appointment scheduling
  • Repair or Replace
  • Escalation
  • Membership
  • Acquisitions, Retention & Care
  • Short Term Personal
  • Loans
  • Retention
  • Order Processing / Order taking.
  • Event registration
  • Quality Assurance
  • Virtual Assistant

We at Synergies recognize the value of your time and resources. We offer quick, dependable, and high-quality services to help you streamline your operations and boost your bottom line. Our team of experts provides individual solutions that are specifically suited to your company’s needs.”

Customer Care

“Synergies is dedicated to creating superior customer experience by quickly and effectively addressing customer inquiries and enhancing consumer confidence in your business.

Our range of customer care services includes:

  • Appointments
  • Customer satisfaction
  • surveys
  • Customer service
  • Healthcare support
  • Inbound customer service
  • Reliable customer service
  • Web chat
  • Medical Credentialing
  • Claims Resolutions
  • Insurance Verification
  • Provider & Member
  • Inquiries
  • Dental Claims
  • Assistance
  • Customer Service
  • Physician Referrals
  • Doctor Schedules
  • Billings

We take pleasure in being able to continually go beyond what customers anticipate, and our team of skilled experts provides great customer service and assistance. By collaborating with us, you can be confident that your consumers will receive the best possible care and attention, which will boost their satisfaction, loyalty, and support for your business.

PROFESSIONAL SERVICES

To assist each of our clients in addressing their needs and pursuing their objectives, Synergies provides a wide range of professional services. Our skilled subject-matter experts offer first-rate products and services that let our clients focus on what they do best and get the optimum results.

Our expert services include the following:

  • Accounting
  • Appraisals
  • Auditing
  • Business analyst
  • Cloud engineer
  • Commercial services
  • CompliVance services
  • Corporate ID
  • management
  • Financial analyst
  • Full-stack software
  • development
  • Lead generation
  • Marketing analyst
  • Quote services
  • Reporting and analytics
  • RPA analyst/engineer
  • Salesforce developer
  • Web applications
  • developer
  • Compliance Auditing
  • Financial Auditing
  • Corporate Marketing and Communication
  • Architecture
  • Real Estate

We collaborate closely with our clients to fully understand their unique needs and to develop tailored solutions that help them accomplish their goals. We create our expert services to assist our clients in maximizing their productivity and efficiency across all facets of their businesses.

IT SERVICES

At Synergies, we recognize that the IT requirements of every business are distinct. We provide a broad range of technology services to fulfill the various needs of our clients. Our qualified IT specialists have the skills and experience required to manage anything from straightforward problem-solving to the creation and deployment of innovative support solutions for your products and services.

Our IT services include:

  • Help desk support
  • ID management
  • Systems support
  • After-hours technical
  • support
  • Azure administrator
  • Back-office support
  • Database administrator
  • DevOps engineer
  • Junior developers
  • NET/WPF engineer
  • RPA analyst/engineer
  • Scrum master
  • Security analyst
  • Security engineer
  • Software QA
  • automation engineer
  • Software QA engineer
  • Software QA/testing
  • Web applications
  • developer
  • Salesforce developer
  • Cloud Engineer
  • Software Development
  • Net/WPF Developer
  • Wireless Technician
  • Service Now
  • Automation Support
  • Data Storage
  • Management
  • Database Administrator
  • Information Security
  • Scrum Master
  • PMP
  • Network Administrator
  • Associate Business
  • Analyst
  • Financial Analyst
  • DevOps Engineer
  • Front End Developers
  • Data Architect
  • Oracle Applications
  • Administrator
  • Marketing Analyst

To design specialized solutions that support our clients in achieving their objectives, we collaborate closely with them to comprehend their particular demands. We design our IT services to make sure that technology serves you, not the other way around.

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