Financial Services Experience

Helping retail financial services companies improve their service to customers

Agilisys has worked with a number of financial services organisations over our more than 10 years of business:

Lloyds Banking Group – Customer Process Outsourcing
As a major UK player in the provision of new credit cards, Lloyds Banking Group (LBG) operates a large internal collections department to manage account delinquencies across its many
group brands. Seasonal variations, however, mean that LBG needs the ability to quickly ramp up the number of agent hours performing collections activities for specific periods.

LBG company HBOS contracted Agilisys to provide a fixed based of early arrears collections agents for year round support and to provide an overflow capacity for peak periods of activity. We provide 50 fulltime agents per month on a yearly basis expanding to over 100 fulltime agents for 6 months of the year.

Intrinsic Financial Services – IT Outsourcing
Intrinsic Financial Services wanted to provide an IT platform and user-based community for Independent Financial Advisors to access the supplier side market. Agilisys worked with Intrinsic to create a technology platform using Citrix and N4 technology that
allowed Independent Financial Advisers to access critical financial applications and data from a centrally hosted platform.

Agilisys designed, procured and deployed the solution in a 3-month period allowing Intrinsic to launch on target. Effective use of solutions like VMware virtualisation and SAN storage allowed for a cost effective, secure and resilient solution. The centralised architecture has allowed Intrinsic to expand into new offices and add new user types with minimal effort.

First Assist – Customer Process Outsourcing
First Assist Insurance Services delivers white label specialist insurance solutions to corporate clients, as well as to their clients’ customers. Agilisys was recruited to provide an outbound
telesales function for First Assist. Since the start of the campaign the Agilisys agents have sold in excess of £6.2 million in additional premium revenue for First Assist.

SAV Credit – Customer Process Outsourcing
SAV Credit is a United Kingdom-based provider of credit cards and financial services products. Agilisys is contracted to provide early arrears collection services on their Aqua and Marbles credit
card brands. A dedicated team of collectors provide outbound and inbound service calls to credit card holders on behalf of SAV Credit.

Purely Mortgages – Customer Process & IT Outsourcing
Purely is involved in the provision of mortgage broking services to end consumers. Agilisys helped Purely implement a complete end-to-end customer service solution involving all aspects of
mortgage advice, processing and application fulfilment. We set up a new contact centre, installed and hosted the Purely CRM software in the contact centre environment, and recruited and trained advisors to full CeMAP standard.