Financial Services
Streamline back-office and improve customer experience with flexible teams and automation.
Industry Overview
In an increasingly dynamic and regulated financial market, operational speed and absolute data reliability are among your most valuable strategic assets. At Xternus, we provide tailored solutions that enable banks, fintechs, and capital market players to operate with unprecedented agility. We understand that today’s competitiveness depends on a new-generation service architecture, which is why we integrate directly into your structure to transform regulatory and technological challenges into real opportunities for growth and operational efficiency. This approach translates into a specialized Administrative Back Office, where delegating your critical processes to our teams allows you to significantly reduce operational costs while maintaining full control over quality and regulatory compliance. We provide the elastic structure that neobanks and financial organizations need to scale their services rapidly, managing everything from customer support and identity verification to onboarding processes with precision. Through our Transformation & Implementation capabilities, we remove growth frictions, enabling your organization to focus on innovating and expanding your financial products. Our methodology drives process automation through the implementation of intelligent workflows within our Digital, Technology & AI capabilities. This eliminates the common bottlenecks in reconciliation, invoicing, and portfolio management, enabling data-driven decision-making in real time. At the same time, we redefine the way your organization interacts with users through a Marketing & Growth strategy that combines technological efficiency with professional human engagement, increasing both customer retention and brand value across every omnichannel touchpoint. The impact of our collaboration as a strategic partner ensures that your operations remain secure and aligned with the most demanding industry standards, supported by our strong expertise in Risk, Compliance & Resilience. We deliver full operational flexibility, adapting your management teams to market fluctuations or the launch of new financial products. With a firm focus on profitability and supported by our capabilities in Corporate Finance & Transactions, we optimize every invested resource to generate a direct impact on your margins and long-term performance.
Our Solutions for Financial Services
Comprehensive services designed specifically for the unique needs of your industry
Digital & Technology
AI Act Compliance (General)
Get ready for the EU AI Act with a pragmatic, risk-based roadmap: governance, controls, documentation, and monitoring.
Learn More →People & Organization
Applied AI In-Company Training
Hands-on AI programs tailored to your roles and data: from prompts and copilots to governance and use cases.
Learn More →Operations
Billing & Accounting (BPO)
Streamline billing, invoicing, accounts payable/receivable, and month-end close with a managed hybrid team that reduces errors and accelerates cash.
Learn More →Collections & Recoveries Management
Reduce overdue balances and improve cash by standardizing dunning, dispute resolution, and promise-to-pay follow-up.
Learn More →Real Estate Asset Management
Optimize yields and occupancy with disciplined operations, tenant experience, and data-driven decisions.
Learn More →Sales Admin Support
Centralize quotes, contracts, CRM hygiene, and order processing so sales teams spend time selling, not doing admin.
Learn More →Strategy, Growth & Customer
External Sales Development Representatives (SDRs)
Dedicated SDR pods to research, prospect, and book meetings for your AEs using agreed playbooks.
Learn More →Fractional CSO (Chief Sales Officer)
Senior sales leadership to align GTM, capacity, comp, and forecasting—without the full-time cost.
Learn More →Corporate Finance & Transactions
Fractional CFO
Part-time CFO to improve cash, forecasting, unit economics, and board reporting.
Learn More →Latest Insights for Financial Services
Expert analysis and thought leadership specifically for the financial services sector
How to manage claims peaks with external operational support
Compare fixed structure, temporary support, and flexible talent in claims models. Discover which one removes backlog.
Checklist to optimize processes in brokerages and avoid efficiency loss
Evaluate the efficiency of your brokerage and detect key improvements to reduce costs and optimize processes.
How to avoid process inefficiency, slowing the growth of your brokerage
Optimize processes in your brokerage and free time to grow and improve your clients’ experience.
Hidden costs of growth in brokerages without defined processes
Identify hidden costs and improve your brokerage efficiency without increasing staff.
Automation and flexibility to avoid bottlenecks in insurance
Avoid bottlenecks in insurance with automation and flexible teams for faster and more efficient processes.
How to avoid bottlenecks in insurance with automation and flexible teams
Avoid bottlenecks in insurance by using automation and flexible teams to save time and work better.
Checklist to assess your brokerage’s readiness for a DANA
Assess your brokerage’s readiness for a DANA and improve its operational resilience for a better response capacity.
How to apply AI and outsourced process automation without losing the human touch
Learn to automate outsourced processes with AI and flexible talent without losing the human touch.
How to transform a reactive brokerage into a flexible and preventive organization
Transform your brokerage from reactive to preventive and flexible, increasing efficiency and business results.
Outsource administrative tasks and improve your company’s efficiency
Learn how to outsource administrative tasks and gain time, efficiency, and control in your company.
Checklist of administrative tasks to outsource before expanding your team
Identify which administrative tasks to outsource and free your team to focus on strategy and growth.
How an efficient COO turns dispersion into direction and value
Discover how the most efficient COOs turn operational complexity into measurable growth.
Optimize your logistics project management with this checklist
Practical checklist to manage logistics implementations and increase your ROI with KPIs and operational control.
Is your insurance brokerage ready to outsource operations?
Determine if your brokerage can successfully outsource operations and grow without increasing fixed costs.
Managing demand peaks with flexible outsourcing solutions
Outsourcings is the key to handling demand spikes in seasonal sectors such as e-commerce, without increasing fixed costs.
How to achieve 24/7 customer service without ruining your SME
Learn how your SME can offer 24/7 and multi-language support without higher costs using offshore teams.
What is offshore outsourcing and how can it benefit Spanish SMEs?
How offshore outsourcing drives efficiency and competitiveness for Spanish SMEs.
Freelancers, BPO or Xternus? How to choose the best option for your company
Guide with a comparative table of Freelancers, Traditional BPO and Xternus for efficient outsourcing and strategic control.
Insurance Process Optimization: The BF Seguros
BF Seguros streamlines processes and boosts its commercial prospecting in insurance. We invite you to read how it managed to optimize its daily operations.
Home Claims Management: The CuidaCasa Success Story
We present the CuidaCasa success story: Home claims management with operational efficiency and an enhanced customer experience.
Our Financial Services Experts
Meet our experienced consultants who specialize in the financial services sector
Mauro Flores
Business Developer
Ciudad de México, México
Juan Pérez
Senior Partner
Madrid, Spain
Es un gran consultor
Igor Fernandez
Founder & Managing Partner
Madrid, Spain
Bio example
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