Retail Banking Outsourcing - Insurance Outsourcing - Back Office Customer Management - Vertex

Retail Financial Services

Delivering your business strategy

At Vertex, our focus is on delivering real improvement in acquisition, product penetration, and retention rates for financial services organizations.

In retail markets, competition is more intense, conditions are tougher and customers are savvier.  At Vertex, we bring solutions that will successfully drive your business strategy forward, ensuring customer satisfaction and revenue improvements.

We offer a single source of professional consultancy based on our expertise in customer management and business process outsourcing. Together, these capabilities cover:

  • Retail Banking
  • Insurance
  • Assurance
  • Credit Cards
  • Mortgages
  • Life and Pensions
  • Savings and Investments.


A wide range of services                                                                                                          

We offer a comprehensive portfolio of outsourcing services and propositions:

  • Front and back office customer management
  • Inbound and outbound campaign management
  • Tele-data gathering services
  • Imaging, print and fulfillment
  • Revenue assurance
  • Secured and unsecured debt management
  • Payment processing
  • Consulting.


With a proven track record of success and extensive experience gained through serving the Financial Services industry for over 20 years, we will help you achieve enhanced performance across all areas of your business - from increased day-to-day operational reliability through to continuous improvement.

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