Customer Service Outsourcing for Fintech & Financial Services

Whether you’re scaling a fast-growing fintech product or modernizing traditional financial services, your customers expect real-time, accurate support at every touchpoint. Our outsourced fintech customer service teams combine deep industry expertise with AI-assisted workflows to improve resolution times, reduce operational strain, and deliver secure, consistent experiences your users can rely on. From digital wallets and card programs to broader financial services, we help you protect your brand’s trust while supporting growth at scale.

Talk to Our Fintech Support Experts

CX Solutions for Fintech & Digital Finance Products

Deliver fast, accurate support across your fintech platform while maintaining strict compliance and data security standards. From digital wallets and card programs to access, verification, and transaction-related assistance, our outsourced fintech customer service solutions combine industry-trained agents with secure, compliant workflows—helping you reduce wait times, improve resolution accuracy, and protect sensitive financial data at every touchpoint.

Cardholder & Account Support

Help users manage their accounts with confidence and protect sensitive data with every interaction. We support logins, password resets, permission updates, identity checks, and routine maintenance using compliant workflows that ensure secure access and reduce risk for your platform.

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Transaction & Payment Support

Provide clear, accurate guidance for payment issues, failed transactions, holds, refunds, or processing delays while maintaining strict financial data handling standards. Our agents follow secure, compliant processes to deliver trustworthy support across every transaction type.

Using phone tap to pay at payments terminal

Digital Wallet & App Assistance

Ensure users get full value from your digital wallet or financial app with step-by-step, compliant guidance. We coach customers through setup, navigation, feature use, and security settings using workflows designed to safeguard user data and minimize operational risk.

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Prepaid & Gift Card Support

Deliver fast, compliant support for prepaid, gift, and reloadable cardholders. From balance inquiries and PIN resets to reload assistance and feature questions, our agents follow secure processes that maintain program integrity and ensure regulatory expectations are met.

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Disputes & Fraud Support

Reduce operational strain while strengthening compliance across dispute intake and fraud-related workflows. We assist with documentation, verification, and transaction review using secure processes that protect customer data and support regulatory requirements.

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App Onboarding & Feature Support

Accelerate adoption while maintaining a secure onboarding experience. We help users connect accounts, set up payment methods, enable security features, and understand app functionality using compliant workflows that protect user data and reduce early-stage friction.

Compliance & Security Built for Fintech

Your customers trust you with their financial data, and you can trust us to protect it. Our support operations follow strict security and compliance standards designed for payment technology, digital finance products, and cardholder programs.

SOC 2 Type II Controls

Standardized controls for secure operations

Our support environments meet SOC 2 Type II expectations, ensuring strong controls for security, confidentiality, availability, and processing integrity. These safeguards protect sensitive financial data and support reliability for fast-moving fintech applications.

PCI DSS Compliance

Secure, compliant handling of payment and card data

We follow PCI DSS–aligned workflows to safeguard cardholder information and payment data. From controlled access to encrypted transmission, our processes support compliant interactions across digital wallets, card programs, and other payment experiences.

Data Privacy Framework

Structured protections for international data transfers

For fintechs with global users, we support secure cross-border data movement with adherence to the EU–US Data Privacy Framework. Your customers’ personal data is handled in accordance with recognized international privacy protections.

NIST Security Controls

Cybersecurity practices aligned to federal standards

Our operations incorporate NIST-aligned best practices, including strict authentication, access management, encryption standards, and continuous monitoring. These controls support a secure, audit-ready environment built for fintech scale.

Support for Your Internal Teams

Reduce bottlenecks, accelerate turnaround times, and prevent avoidable escalations by offloading the high-volume, policy-driven tasks that slow internal fintech teams down. Our outsourced specialists capture accurate data, verify customer details, triage requests, and route issues using secure, compliant workflows—giving your product, operations, and risk teams the freedom to focus on strategic initiatives.

We manage the operational load behind identity verification, account updates, transaction reviews, exception handling, and documentation checks with AI-assisted tools and strict adherence to SOC 2, PCI DSS, and NIST-aligned controls. This approach ensures consistent, audit-ready results across your financial support ecosystem while strengthening overall operational resilience.

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We’ve consistently found the quality of Five Star’s agents and leadership to be exceptional. Their values, follow-through, and commitment to doing things the right way set them apart. I recommend them without hesitation and am always available to discuss our experience in more detail.
— Vice President of Operations

Build a More Secure, Scalable Fintech Support Operation

As your fintech grows, so does the demand for secure, compliant, and accurate customer support. Our teams expand your operational capacity with standardized workflows, advanced data verification, and audit-ready processes that keep your platform protected and your customers confident. If you’re ready to reduce internal strain while maintaining the highest standards of compliance and service quality, we’ll help you get there.

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