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Financial Services BPO
You choose the function, and we build the team in Monterrey or Mexico City. Your team logs into your platforms, follows your procedures, and reports to your leadership. We handle recruiting, training, quality assurance, and retention.
Customer Experience Teams
Bilingual specialists handle account inquiries, transaction questions, and service requests across phone, chat, and email for your customers.
Collections Teams
Trained collectors work early-stage and late-stage portfolios with full documentation and treatment of every account under federal debt collection rules.
Back Office Support
Dedicated team members process documents, enter data, and clear operational backlogs inside your platforms and procedures.
Call Center Operations
Inbound call teams answer your customers in under 10 seconds and resolve most issues on the first contact, in English or Spanish.
Finance and Accounting Support
Accounting professionals work inside your ERP (enterprise resource planning system) on reconciliations, vendor payments, and reporting support under your controls.
Overflow and After-Hours Coverage
Bilingual team members cover the calls your in-house staff cannot take, during spikes, evenings, and weekends, so account holders are never sent to voicemail.
100%
Bilingual
English-Spanish, every team member
92%
Client Retention
Rate
2-4
Weeks
Average Go-Live
U.S.
Time Zones
Mountain Time operations
40-50%
Cost Savings
vs. U.S. Teams
Salt Lake City's financial sector is expanding faster than its talent pool. Fintech companies on Silicon Slopes, credit unions along the Wasatch Front, and lenders statewide are all recruiting from the same tight market. Financial services outsourcing exists for exactly this squeeze.
Local Hiring Costs Keep Climbing
Utah's unemployment sits among the lowest in the country, and financial operations roles now carry salaries, benefits, and turnover costs that break unit economics. Filling one back office position can take 90 days, and the person you finally hire is often recruited away within a year.
Offshore Providers Miss Your Business Hours
Financial operations run on same-day deadlines. A partner 12 hours ahead is asleep for most of your business day, so exceptions and escalations pile up until their morning. By the time anyone picks up a 2:00 PM payment question, your customer has already waited overnight.
Vendors Rent You People, Then Walk Away
Traditional outsourcing firms place workers and move on. When quality slips or turnover spikes, the problem lands back on your operations leaders. Nobody on the vendor side owns your service levels, your compliance record, or your customer experience.
Monterrey and Mexico City sit in U.S. time zones, a direct flight from Salt Lake City. Your nearshore team works when you work, and Amalga owns the outcome.
Silicon Slopes has turned Utah into one of the country's densest fintech corridors. More accounts, more transactions, and more service calls follow, and someone has to handle all of it. Financial services outsourcing to Mexico gives SLC companies capacity without the hiring war.
Your Hours, Not Halfway Around the World Monterrey and Mexico City run on U.S. Central Time, one hour ahead of Salt Lake City. Your nearshore team opens when you open, joins your morning stand-ups live, and handles same-day exceptions while your customers are still awake.
Bilingual Coverage Utah Increasingly Needs Every Amalga team member is fluent in English and Spanish. As Utah's Spanish-speaking population grows, your bank or credit union serves every customer in their first language with a team qualified at a 95%+ language standard.
A Team You Can Actually Visit Monterrey is roughly a three-hour direct flight from Salt Lake City, and Mexico City is under four. Meet the people working your portfolios in person, this quarter, and hold operating reviews across a table instead of a screen.
Financial services BPO only works when the partner fits your market. Ours is built for how Salt Lake City operates.
Amalga builds dedicated teams rather than a shared pool of agents, and in financial services that difference shows up in your compliance record. Your collectors, specialists, and analysts work only on your accounts. They are trained on your requirements before their first live contact, and they stay: 97.8% annual team retention keeps the people who know your portfolios on your portfolios.
The leadership team behind your Salt Lake City program comes from executive roles at GE, Bloomberg, Concentrix, Teleperformance, and Apollo Global Management. They have run financial operations at enterprise scale and now apply that playbook to mid-market banks, credit unions, and fintech companies.
Address
56 E Broadway, Salt Lake City, UT 84111
Phone
801-449-1725
Hours
Monday through Friday, 8:00 AM to 6:00 PM MST
info@amalgagroup.com
Client meetings, operating reviews, and program planning happen here in downtown Salt Lake City. Your delivery team works from Monterrey and Mexico City; your relationship stays local.
Financial operations team, U.S. services firm
The Challenge
The Solution
The Results
0 observations
Under 24 hours
Same day
*Results vary by engagement. This case study reflects one client's experience.
See what a financial services BPO team in Salt Lake City can do for your operations. Get a Free Consultation
“We had been backlogged and we were able to gain control of that. That was super helpful to the business.”
“Amalga’s Mexico playbook took us from strategy to a fully functioning nearshore team in months, not years.”
“The commitment and experience provided to this new project implementation was above the initial expectations.”
Financial services BPO means moving operational functions such as customer experience, collections, and back office processing to a dedicated external team. We build that team for you in Monterrey or Mexico City and run it to your service levels. Your account leadership sits in our Salt Lake City office.
We build financial services outsourcing teams for customer experience, collections, back office support, inbound call center operations, and finance and accounting. Each team works inside your systems and procedures, and you can start with one function and expand as results come in.
Expect savings of 40-50% compared to hiring equivalent roles domestically, with recruiting, training, quality assurance, facilities, and management included in one predictable monthly rate. We price by team, so you see the full cost before you commit.
Our nearshore teams work in U.S. time zones, so same-day items get handled the same day. Monterrey and Mexico City run on your business hours, join your meetings live, and sit a direct flight from Salt Lake City rather than 12 time zones away.
We operate under ISO 27001 certification (the international standard for information security management) and PCI DSS (the payment card data security standard). Your team trains on your regulatory requirements before go-live, and collections teams complete compliance training on federal debt collection rules first.
We take most customer experience, collections, and back office teams live in 2 to 4 weeks. That window covers recruiting against your profile, systems access, and structured training, so your team handles live work correctly from day one.
Our entire delivery team speaks fluent English and Spanish and qualifies against a 95%+ language standard. For Utah companies with growing Spanish-speaking customer bases, one team covers both languages with no separate queue or handoff.
Our office at 56 E Broadway in downtown Salt Lake City hosts client meetings, operating reviews, and program planning. Delivery teams work from Monterrey and Mexico City; your account relationship is managed locally, in your time zone, by people you can meet in person.
We work with mid-market banks, credit unions, lenders, and fintech companies. Each team is designed around your institution's size, systems, and regulatory requirements, so a 40-person credit union and a scaling fintech get different builds rather than the same template.
Request a quote with your function, team size, and timeline, and we come back with a team design within one business day. From there we scope financial services outsourcing together, agree on service levels, and set a go-live date, with no obligation until you approve the plan.
Tell us the function, the team size, and the timeline. We come back with the team design, the service levels, and the exact monthly cost of financial services BPO in Salt Lake City, then you decide. No obligation, no hard sell.
