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BFSI BFSI
BFSI Banking, Financial Services and Insurance  
Marquee Clients
3 of the top 5 US banks
6 of the top 10 US credit card issuers
Top 5 UK bank
One of the largest Indian banks
One of the largest private Indian insurers

Firstsource Solutions is a leading global Business Process Management services
provider in the Banking, Financial Services and Insurance (BFSI) industry. Fortune
magazine has recognized Firstsource as a “Rising Star” in the financial services
BPO space.

Firstsource’s transformational solutions, deep domain knowledge, business
understanding and track record of delivering operational excellence make it the
partner of choice for leading financial services enterprises.

Firstsource has over 5,000 employees deployed in financial services engagements.
Our “rightshoring” model blends onshore and offshore delivery to provide superior
value to our BFSI clients. We do this by leveraging our deep domain experience,
from locations best suited to meet our clients needs. Firstsource’s proven migration
methodology enables client-specific customization and seamless transitions.

“Firstsource’s ability to handle
complex business initiatives in
accelerated timelines, and yet
be flexible has been
demonstrated time and again.
Despite the many challenges
associated with a multi-center,
multi-city operation, they have
managed seamless transition of
operations against tight
deadlines."

Outsourcing Manager - A
leading UK motor insurance
company
Payer Service Footprint
With award winning process excellence programs, Firstsource ensures that BFSI clients can respond quickly to marketplace dynamics.
 
    Customer acquisition Customer service and fulfilment Transaction Processing Collections Risk management and analytic
Consumer Banking
Corporate and Investment Banking
Wealth management
Credit cards
Retail Banking
Mortgage
General and Life insurance
 
Cash
Securities
 
Brokerage
Channels : Data, Voice, Email, Fax, Correspondence
 
 
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Direct Marketing Telemarketing Upselling / Cross selling Origination Application processing Collateral review Underwriting Loan booking Account opening and closure Setting credit limits Account maintanence Account maintenance Query management Disputes and complaints resolution Cross-sell / Up-sell Process of refunds Generating customer reports Lien release Funds transfer Check processing Claims processing Remittance processing Item processing Loan vault conversion Custody operations & fund services Portofolio valuation and reconcilations Contract note generation Settlements Corporate actions Billing support Performance audit Early stage collections Late stage collections Field collections DDA overdraft collections Control and reporting Investment research Corporate intelligence Quantitative analytics Knowledge support