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Industries · Business Experience

Financial Resolution Services.
Patient support for clients under pressure.

Financial resolution companies help American consumers with financial troubles, often during one of the hardest stretches of their lives. Our Gen Z team in Amman handles enrollment, client services, document collection and case support in fluent English with an American accent. Every hire is trained deeply on your program before going live, and QA checks every call against your communication rules.

A team room at the Insaan Global Amman hub

The challenge

Common operational problems in financial resolution

Adding people doesn't fix these on its own. Each one needs a change in how the work is designed, and a team that knows your business.

  1. 1

    The first call is high-stakes

    People calling about a financial resolution are often stressed, and the enrollment call sets the tone for the whole program.

    How we handle it: Enrollment teams are trained to listen, gather the right information and explain your program clearly, in natural American English.

  2. 2

    Programs run for months or years

    Clients drop out when they stop hearing from you or stop understanding their progress.

    How we handle it: Proactive updates and payment reminders keep clients informed and on track.

  3. 3

    Documents set the pace

    Forms, authorizations and supporting paperwork stall a file when they go missing.

    How we handle it: Back-office teams chase, check and file documents so every case keeps moving.

  4. 4

    Communication rules are strict

    What can be said, when and how is closely regulated and closely watched.

    How we handle it: Every interaction is reviewed against your scripts and communication rules.

Where we fit

Where each BX function fits in the financial resolution lifecycle

  • Customer Experience
  • Revenue as a Service
  • Back Office
  1. 1

    Inquiry

    Inbound calls and web leads

    Revenue
  2. 2

    Enroll

    Qualification, agreements and consent

    Revenue
  3. 3

    Documents

    Paperwork and authorizations collected

    Back office
  4. 4

    Update

    Progress and payment reminders

    CX
  5. 5

    Follow up

    Case updates and next steps tracked

    Back office
  6. 6

    Complete

    Program completion and close-out

    CX

Where the work sits across these stages

  • Customer Experience: 2 of 6 stages
  • Revenue as a Service: 2 of 6 stages
  • Back Office: 2 of 6 stages

This is a typical lifecycle. Your Operations Analyst maps your actual process before anything changes.

How BX applies

Business Experience functions for financial resolution teams

We look at your systems, workflows and customer lifecycle, fix what slows them down, then run the function with a dedicated team. These are the functions financial resolution clients usually start with.

Core

Revenue as a Service

Enrollment fills the program, and it starts with a good first conversation.

  • Inbound and outbound enrollment calls
  • Lead follow-up so no inquiry goes cold
  • Qualification against your criteria
  • Appointment setting for your advisors
Explore Revenue as a Service
Core

Customer Experience

Client services keep people enrolled through a long program.

  • Progress updates by phone, SMS and email
  • Payment reminders and program questions
  • Concerns, complaints and cancellation requests
  • Escalation to your team with full context
Explore Customer Experience
Core

Back Office

Case work keeps every file moving toward its next step.

  • Document collection and review
  • Case support and tracking
  • Payment and case status tracking
  • Compliance QA and CRM upkeep
Explore Back Office

What we run for financial resolution teams

A starting list. Your Operations Analyst scopes the exact work with you during the assessment.

  • Enrollment Calls
  • Lead Follow-Up & Qualification
  • Client Onboarding
  • Document Collection & Review
  • Client Services
  • Payment Reminder Outreach
  • Case Support
  • Payment & Case Tracking
  • Compliance QA
  • Retention Outreach

Hybrid Intelligence

How AI and people split financial resolution work

Every function we run pairs AI with trained people. The two lists below show which financial resolution tasks go to each.

AI handles

  • Prioritizes leads and follow-ups so no inquiry goes cold
  • Checks documents for completeness and flags what is missing
  • Spots stalled cases and surfaces the next action
  • Reviews every call against your communication rules

People handle

  • Listens to clients under financial stress
  • Explains the program honestly and clearly
  • Handles concerns, complaints and cancellations with care
  • Decides when to escalate to your team

Data-driven QA

Quality review against your rules

Regulators and clients pay close attention to what a financial resolution company promises. QA listens for your scripts, disclosures and communication rules on each call and message, so outcomes are never overstated and required statements are always made.

What QA checks in financial resolution

  1. 1Required disclosures
  2. 2Only approved language about outcomes
  3. 3Consent and contact preferences
  4. 4Accurate program explanations
  5. 5Respectful, pressure-free tone

Your compliance team defines the rules. We configure training, scripts and QA to them; we don't replace your own legal or compliance advice.

Example view. Your checks are set with your team.

Who runs it

Who runs your financial resolution operation

A young team from our Amman hub: Gen Z professionals with fluent English and American accents, hired for how well they listen and trained deeply on your program before they speak to a single client.

  1. 1

    Day one

    Your Operations Analyst

    Learns how your financial resolution operation really runs, maps the lifecycle and designs where AI helps and where people lead.

  2. 2

    Go-live

    Your Function Manager

    Takes over day-to-day leadership of your dedicated team and is accountable for the results you agree with us.

  3. 3

    Every day

    Your dedicated team

    Trained on your products, policies and customers, working only on your account, and visible to you in NAS-AI.

FAQ

Questions about financial resolution outsourcing

Who will actually be talking to our clients?

A dedicated team of young professionals from our Amman hub, most of them Gen Z. We hire for fluent English, a natural American accent and the ability to stay calm with someone who is stressed about money. Nobody goes live until they have been trained on your program and your scripts.

Are your agents trained on resolution programs?

Yes. Your team is trained on your program, your scripts and the rules that govern client communication before go-live, and QA reviews every interaction against them.

Can you work in our CRM and case management system?

Yes. We work in the systems you already use. If a workflow layer would remove duplicate entry or stalled hand-offs, your Operations Analyst will recommend it and you decide.

Do you handle both enrollment and ongoing client services?

Yes. Many companies start with one and add the other. Because both run on the same data, the hand-off from new lead to enrolled client is cleaner.

Is our team shared with other clients?

No. Your team is dedicated to your business and is never shared across accounts.

How do we see how the operation is performing?

Through NAS-AI, our operational intelligence platform. You see live performance, quality scores, compliance flags and coaching activity, the same view we manage to. Your Function Manager also reviews performance with you regularly.

Should we start with co-sourcing or full outsourcing?

It depends on how much of the function you want to keep running yourself. Co-sourcing adds a dedicated team alongside yours; full outsourcing hands us the whole function. Many clients start with co-sourcing and move to full outsourcing later.

Let's look at your financial resolution operation.

Tell us which function you want to fix or scale. We'll show you what we would change, where AI and people fit, and who would run it.