Explore Our Services

Outsourcing Solutions for The Financial Industry

Maximizing Efficiency, Minimizing Risk

Your Trusted Partner in Financial Operations

EGS provides the financial industry with robust, secure solutions. From seamless system integration to rigorous data compliance, we streamline your processes while protecting sensitive financial data, enabling you to focus on growth.

All-In-One

Every Service, Every Detail Covered

From tech support and system maintenance to analytics and data management, EGS handles every aspect of your operations.

Easy transition

Seamless, Stress-Free Integration

Our solutions integrate seamlessly with your existing tech stack, ensuring uninterrupted workflows and enhanced system efficiency.

security compliance

Your Data, Fully Protected

We protect your business data with industry-leading protocols, ensuring compliance and safeguarding against cyber threats.

Tailored Solutions, Proven Results

Our Services for the Financial Industry

EGS delivers tailored services for the financial sector, including call center support, technology assessments, and digital customer engagement. Our solutions enhance operational efficiency and elevate customer experiences in a highly competitive market.

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Ahead in Innovation

AI Solutions for the Financial Industry

Securely handle account inquiries, transaction verifications, and fraud detection with AI-driven automation. EGS AI solutions ensure compliance while providing quick, accurate, and secure financial support for customers.

Watch Voice AI
Handle Real Calls
Call Our Toll-free Demo Number

AI can help with:

  • Account inquiries
  • Fraud alerts
  • Loan pre-quals

Experience our AI voice agents in action—click the play button to listen to a demo call or dial our toll-free demo number to test it yourself. See how our AI-powered solutions handle real conversations with speed, accuracy, and a natural flow.

Explore Our AI SolutionsCall The Toll-Free Demo Number

What EGS Can
Do for You

Every industry has its challenges, and EGS is here to solve them. Let’s talk about how we can help you.

What We Brought To The Table

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Read The Case StudyBook a Consultation
Don't Just Take Our Word

What Our Clients Say

"I just listened to this call, thank you for providing WORLD CLASS SERVICE to our patients. This patient was so happy with all the help you provided her, and you made her day less stressful."
Leading California Hospital
"EGS has been instrumental to our team's growth and success as we launch new business initiatives. They have consistently demonstrated a strong commitment to our objectives, approaching each collaboration with enthusiasm and a deep understanding of our needs. The level of effort and dedication displayed by the EGS team is unparalleled, and their partnership has been invaluable in helping us achieve our goals."
Arielle Hassan
Resident Support Manager, Second Nature
"We have benefited greatly in our long-term relationship with EGS. Over the past 5 years of utilizing their services we have improved patient access, increased operational efficiencies, reduced costs, and will expand our relationship to include new patient centered technologies going forward."
COO of One of the Largest California FQHCs
"We made the decision to outsource a portion of our call center positions to EGS and have not regretted it! Before, we were experiencing significant challenges with answering our phones. Our centralized call center was difficult to operate before the pandemic, but critical staffing shortages and other issues only became more pronounced since the onset of the pandemic. We had been using temp. agency staff to fill the gap but this was very costly and often inadequate. "
Sarina Brady
COO, Visiting Nurse Association of Central Jersey Community Health Center
"Working with EGS has greatly improved our call center. They have helped reduce hold times, making it easier for patients to get the help they need quickly. EGS ensures calls are handled with care and professionalism, providing world-class service that leaves patients feeling supported and valued. Their teamwork and dedication have strengthened our processes, making patient interactions smoother and more efficient."
Lily Gonzalez
Patient Navigation Manager, Kaweah Health Clinics
Become Our Next Client

Our Process

Step-by-Step, 

We Deliver Excellence

Our process reflects our commitment to excellence. By carefully tailoring each phase to your business’s unique needs, we deliver consistent, high-quality results. From agent training to data security, we leave nothing to chance, ensuring you get the best service possible.

Step
1

Consultation Call

Our process begins with a personalized consultation call to understand your business goals and requirements. We dive deep into your needs to ensure our solutions are perfectly tailored to your expectations. From the first interaction, we position ourselves as your partner, not just your service provider.

Step
2

SLA Completion

We establish a comprehensive Service Level Agreement (SLA) outlining the terms, service levels, and confidentiality agreements. This ensures that all expectations are aligned and that both parties are on the same page from the start. With EGS, transparency is key—no hidden surprises.

Step
3

Agent Training & Staffing

We identify the necessary skill sets and determine the number of agents required to support your business. Our recruitment, training, and onboarding process ensures that every agent is equipped to meet your exact specifications and provide top-tier service.

Step
4

Data Security & Compliance

Data security is non-negotiable at EGS. We implement stringent security measures to comply with all relevant regulations and safeguard your customers' information. Our agents receive specialized training to ensure the highest standards of data privacy and protection are maintained at every level.

Step
5

Technology Assessment & Setup

Our experts assess your current infrastructure and identify any potential gaps. We ensure that the right technology is in place—whether it’s phone systems, CRM software, or other tools—integrating seamlessly into your contact center operations, then a testing guarantees that everything functions perfectly.

Step
6

Scripts & Knowledge Base

We collaborate closely with you to create tailored call scripts and knowledge base resources that align with your specific needs. These resources provide your agents with the tools they need to handle inquiries effectively, ensuring consistent and accurate communication with your customers.

Step
7

Performance Metrics & Reporting

We establish clear Key Performance Indicators (KPIs) to monitor progress and performance. Our advanced reporting tools allow us to provide regular updates, ensuring that you’re always informed about your contact center’s efficiency and success.

Step
8

Quality Assurance Procedures

Our dedicated quality assurance team ensures that every customer interaction meets the highest standards. We set up regular QA checks, calibration sessions, and scorecards tailored to your business to track performance and maintain top-notch service quality.

Step
9

Emergency Protocols

We design emergency protocols that empower our team to handle unexpected call volume spikes or urgent situations without a hitch. Our agents are well-prepared to keep operations running smoothly, even in high-pressure scenarios.

Step
10

Ongoing Communication & Review

We believe in consistent communication and improvement. Through regular meetings and reviews, we assess performance, address any concerns, and continuously refine our approach. EGS ensures that your evolving needs are always met.

We Have The Answers

Frequently
Asked Questions

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No-nonsense, expert advice

We Don’t Sugarcoat Success

We Don’t Sugarcoat Success

We Don’t Sugarcoat Success

We Don’t Sugarcoat Success

We Don’t Sugarcoat Success

We Don’t Sugarcoat Success

No Industry Too Complex,
No Challenge Too Big.