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.

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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.

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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.

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Collections & Recoveries Management

Reduce overdue balances and improve cash by standardizing dunning, dispute resolution, and promise-to-pay follow-up.

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Real Estate Asset Management

Optimize yields and occupancy with disciplined operations, tenant experience, and data-driven decisions.

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Sales Admin Support

Centralize quotes, contracts, CRM hygiene, and order processing so sales teams spend time selling, not doing admin.

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Strategy, Growth & Customer

External Sales Development Representatives (SDRs)

Dedicated SDR pods to research, prospect, and book meetings for your AEs using agreed playbooks.

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Fractional CSO (Chief Sales Officer)

Senior sales leadership to align GTM, capacity, comp, and forecasting—without the full-time cost.

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Corporate Finance & Transactions

Fractional CFO

Part-time CFO to improve cash, forecasting, unit economics, and board reporting.

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Latest Insights for Financial Services

Expert analysis and thought leadership specifically for the financial services sector

guide

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.

Nov 24, 2025
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guide

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.

Nov 21, 2025
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article

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.

Nov 21, 2025
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guide

Hidden costs of growth in brokerages without defined processes

Identify hidden costs and improve your brokerage efficiency without increasing staff.

Nov 18, 2025
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guide

Automation and flexibility to avoid bottlenecks in insurance

Avoid bottlenecks in insurance with automation and flexible teams for faster and more efficient processes.

Nov 18, 2025
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article

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.

Nov 18, 2025
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guide

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.

Nov 17, 2025
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article

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.

Nov 14, 2025
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article

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.

Nov 13, 2025
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article

Outsource administrative tasks and improve your company’s efficiency

Learn how to outsource administrative tasks and gain time, efficiency, and control in your company.

Nov 12, 2025
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guide

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.

Nov 12, 2025
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article

How an efficient COO turns dispersion into direction and value

Discover how the most efficient COOs turn operational complexity into measurable growth.

Nov 6, 2025
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guide

Optimize your logistics project management with this checklist

Practical checklist to manage logistics implementations and increase your ROI with KPIs and operational control.

Oct 27, 2025
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guide

Is your insurance brokerage ready to outsource operations?

Determine if your brokerage can successfully outsource operations and grow without increasing fixed costs.

Oct 15, 2025
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article

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.

Oct 8, 2025
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article

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.

Oct 7, 2025
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article

What is offshore outsourcing and how can it benefit Spanish SMEs?

How offshore outsourcing drives efficiency and competitiveness for Spanish SMEs.

Oct 1, 2025
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guide

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.

Sep 24, 2025
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case-study

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.

Sep 8, 2025
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case-study

Home Claims Management: The CuidaCasa Success Story

We present the CuidaCasa success story: Home claims management with operational efficiency and an enhanced customer experience.

Sep 8, 2025
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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

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Ready to Transform Your Financial Services Business?

Connect with our financial services experts to discuss your specific challenges and opportunities

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