FINANCIAL SERVICES SECTOR

Financial Services

It is most concerned with direct saving and lending, while the financial services sector incorporates investments, insurance, the redistribution of risk, and other financial activities. Banking services are provided by large commercial banks, community banks, credit unions, and other entities.

How it works?

Financial Services providers often seek expert guidance on regulatory compliance, ethics, insurance liability, and investment safety. Paragon Outsourcing’s commitment to objective, nonpartisan analysis has helped us to forge ongoing partnerships with national and international institutions to explore policy questions that affect infrastructure, safety, investment, compliance, and ethical aspects of the banking and financial services industries.

Paragon Outsourcing provides services that free-flow of capital and liquidity in the marketplace. When the sector is strong, the economy grows, and companies in this industry are better able to manage risk.

Finance Support Services

Paragon Outsourcing offers a comprehensive range of BPM services across the entire spectrum of banking and financial services to help rein in the cost of processing transactions owing to increased regulatory requirements, to better handle volume spikes, and to use technology and analytics to cater to changed client preferences. We believe that our domain expertise, understanding of the regulatory landscape, in combination with our experience of handling some of the largest banking and financial institutions in the world, will surely enable our clients to outperform.

Bookkeeping

Bookkeeping is the recording of financial transactions, and is part of the process of accounting in business. Transactions include purchases, sales, receipts and payments by an individual person or an organization/corporation.

Accounting

Accounting is the process of recording financial transactions pertaining to a business. The accounting process includes summarizing, analyzing and reporting these transactions to oversight agencies, regulators and tax collection entities.

Mortgage Solution

Mortgage servicers collect homeowners’ mortgage payments and pass on those payments to investors, tax authorities, and insurers, often through escrow accounts. Servicers also work to protect investors’ interests in mortgaged properties, for example, by ensuring homeowners maintain proper insurance coverage.

Loan Processing

The steps taken by an institution lender from the time a request for a loan application is received to the time the loan is approved or denied, including taking the application, credit investigation, evaluation of the loan and other steps.

How we can help you

We provide global elite full customer lifecycle consulting and solutions: Messaging, Marketing, Technical Support, Customer Success, and Enablement for SaaS companies who need help aligning internal values and processes with customer needs.

Tailored Support

We provide support for companies who need a completely outsourced post-sale strategy or have specific team augmentation needs. We quickly get up to speed on your product and work to improve the support experience, while providing feedback to make your product better.

Data-Driven Success

Paragon staff understands the customer journey and can provide the leadership to guide users past technical, organizational, and mental roadblocks. We have years of experience in Customer Success to ensure your customers are in good hands.

SaaS Enablement

Knowing your users and talking to them in their language is not a pre-sales or post-sales duty. A holistic customer success strategy requires understanding the entire customer lifecycle. Paragon Outsourcing has all software to use on every client demand such Microsoft Office, Adobe Collections, AutoDesk Software, and many more.

Start your journey with Paragon!

We have experience of matching the world’s best talent with opportunities by combining amazing people with cutting edge of technology. To ensure we attract top quality talent, Paragon Outsourcing has regular, open dialogue with candidates and clients. We treat people with respect and understand your individual needs.

It’s these authentic values, and human-centric expertise, which make us the perfect talent partner.

Ready to simplify your business?

Get in touch and let our experts provide you with the insights you need.