Who we serve / Financial Services
PCI-DSS-aware CX for banks, card issuers and wealth firms.
Discover and Ameriprise are on the operating resume. That is the level of program we scope for.
PCI-DSS Compliant scoping
Why financial services
Card data lives in every touchpoint; the compliance frame is built in.
Financial services buyers do not get to choose whether PCI-DSS applies. We scope every technology and partner recommendation against it up front, using working knowledge from Tim's programs with Discover and Ameriprise.
Services in financial services
The three that repeat here.
Contact center outsourcing
PCI-DSS-controlled voice and digital service, dispute resolution and retention.
See outsourcingTechnology solutions
Tokenization, pause-and-resume recording and CCaaS platforms scoped for card data.
See technologyCX consulting
Cost-reduction and process audits tuned for card and wealth operations.
See CX consultingIndustry peer
“I've seen his unique abilities to bring strategic solutions and align the right partners to accomplish any initiative. His focus on organizational culture and core values when consulting promotes results better described as network expansion versus traditional outsourcing.”
Named-client proof
Discover and Ameriprise on the operating resume.
Two names that shaped how we grade PCI-DSS posture and card-servicing partners.
- Discover: card servicing programs
- Ameriprise: wealth and advisory support
Common questions
Questions from financial services buyers.
Yes. Every first call is at no cost to the buyer. On a sourcing engagement, our fee is later paid by the placed partner, based on the volume you send. Consulting engagements have a free initial proposal so you see scope and price before you commit.
Every shortlist and every technology recommendation is scoped against the regulatory frame that matters for your work:HIPAA for PHI, PCI-DSS for card data, and public-sector data rules for government programs:up front, not as a bolt-on.
Yes. Agent-hour rates in our network run $8 to $35 across onshore, nearshore and offshore. The right lane depends on your call type, culture fit and compliance frame:we make the recommendation with numbers, not opinion.
Partner selection runs six to twelve weeks end to end. Technology advisory and CX consulting engagements can be as short as one focused day.
For banks, cards and wealth
Scope your next card-servicing partner with a PCI-DSS lens on day one.
First conversation is free.