Outsourcing BFSI Back Office Support Makes Sense

Banking, financial services and insurance (BFSI) processes involve a myriad of labor-intensive transactions and information support services. Maintaining resources in-house to perform these activities can result in expensive and inflexible overhead – to the tune of millions of dollars annually in additional staff, training and workspace support costs.

iEnergizer provides BFSI process outsourcing options that deliver cost-effective, high-performance services to meet the needs of financial institutions looking for new ways to improve business performance.

Combining experienced transaction and document processing specialists with state-of-the art technology, our staff delivers your services with the speed, accuracy and reliability that you require – and your customers expect. Taking a highly collaborative approach, iEnergizer assimilates your processes seamlessly while mirroring your company culture and performance metrics to deliver high-performance services at a far lower cost.

As increasing globalization, regulation, and intense competition redefine the BFSI industries, iEnergizer stays ahead of these changes to help our clients:

  • Increase and retain customers
  • Transition from a product- to customer-centric service approach
  • Innovate in a crowded market
  • Leverage advancements in technology and communications
  • Ensure compliance with industry regulations

BFSI Capabilities


  • Remittance Processing (check/PODs)
  • Mortgage Services
  • Document Management
  • Account Maintenance
  • Mandate Setup
  • Tax Transactions
  • Email Support
  • Onboarding

Financial Services

  • Credit Card Processes
  • Invoice Processing
  • Accounts Payable
  • Bookkeeping
  • Financial Statement Preparation
  • Financial Analysis
  • Account Opening & Closing
  • Interest Related Queries
  • Marketing Upgrades
  • Credit Balance Refunds
  • Risk Profit Analysis
  • Records Management
  • Refunds


  • Auto
  • Mortgage
  • Home Insurance Processing
  • Policy Maintenance
  • Renewals
  • Lapses
  • Adjustments
  • Claims Processing
  • Invoice & Payment Validations

Talk to one of our outsourcing specialists.