FINANCIAL SERVICES

Inspiring trust with every interaction
Your must-have CX solution

Prioritizing customer service is vital for financial service brands looking to form long-term relationships with their customers. Notably, 71% of financial services customers are more loyal to companies that invest in strengthening their customer experience and conversely, 63% report a single poor customer service experience will negatively impact brand loyalty.* With every CX interaction, our agents will inspire trust and strengthen customer allegiance for your brand.

*Talkdesk Research™

TRUSTED BY

FINANCIAL SERVICES

HOW WE CAN HELP YOU GROW YOUR BRAND

Our goal is to make life easier for your customers. Our agents are proactive, passionate, and create personal connections. They specialize in niche industries. They know your sector. They speak your lingo. Whether you’re a startup, venture-backed unicorn, or household name, your hand-picked agents will be proud to represent your team. You’ll be proud to have them on board.

You’ll never miss out on valuable customer feedback, as we’ll keep you constantly updated. Available via Slack, phone, and email we’re only ever a message away. Plus, your team is just that – yours. Think of us as a team member in the office next door.

Our goal is to make life easier for your customers. Our agents are proactive, passionate, and create personal connections. They specialize in niche industries. They know your sector. They speak your lingo. Whether you’re a startup, venture-backed unicorn, or household name, your hand-picked agents will be proud to represent your team. You’ll be proud to have them on board.

You’ll never miss out on valuable customer feedback, as we’ll keep you constantly updated. Available via Slack, phone, and email we’re only ever a message away. Plus, your team is just that – yours. Think of us as a team member in the office next door.

Have a lot of daily or weekly tasks that keep piling up? Let Horatio take that off your plate. Billing inquiries. Scheduling. Data entry. Invoice processing. We do it all. In fact, our tailored support means we’ll listen to your needs and assemble the best team for the job.
Too busy to monitor what people are saying about your brand online? Let our dedicated, bilingual team take care of everything. From identifying, flagging, and removing unsuitable material, to responding to comments you receive on social media, we have the meticulous attention to detail required to ensure your online presence is in line with your content and brand strategy.

WHY CHOOSE US

There are many reasons why some of the fastest growing companies choose Horatio to increase customer satisfaction, brand loyalty, and profits. Let’s take a look.
Seamless

Seamless integration
with your team

Your hand-picked team will stay true to your brand culture and values. As one client said, "I don't think of them as a separate company."

Nearshore

Nearshore and
English-proficient

Your hand-picked team will stay true to your brand culture and values. As one client said, "I don't think of them as a separate company."

Caring

Your agents
are only yours

Your hand-picked team will stay true to your brand culture and values. As one client said, "I don't think of them as a separate company."

Perfect match

Your
perfect match

Your hand-picked team will stay true to your brand culture and values. As one client said, "I don't think of them as a separate company."

Feedback

Real time
customer feedback

Your hand-picked team will stay true to your brand culture and values. As one client said, "I don't think of them as a separate company."

Turnover

Low staff
turnover

Your hand-picked team will stay true to your brand culture and values. As one client said, "I don't think of them as a separate company."

HOW HORATIO BENEFITS YOU

In no time, we’ll give you a team of dedicated agents that understand your customers, brand voice, and procedures.
Whether it’s phone calls, e-mails, live chat, SMS, Facebook, Instagram, TikTok, Amazon, or other platforms, we’ve got you covered. We use a full range of channels so your customers can get in touch via their preferred method. More channels. More happy customers.
Got a unique requirement? We’re your unique solution. Simply tell us what you need and we’ll tailor support solutions specific to your business.
When your business grows we will a) congratulate you and b) add to your team as quickly as needed to meet your new demands.
Do you like saving money? Ok, that was a trick question. With no social security or employee taxes to worry about, Horatio is your cost-saving solution.
Hidden fees. You won’t find them at Horatio. Our pay-by-hour pricing model is simple and (some would say) perfect for startups and fast growing companies.

WE KNOW YOUR TECH STACK

Here’s some of the software we use. Can’t spot yours? Well, we’re quick learners.

OUR CLIENTS LOVE US

“We view Horatio as part of our team and I’m very happy to have brought them on board. They’re very reliable, high touch and great partners. All of the associates have exceeded our expectations and improved our overall customer experience. We’re grateful for them!”

“Horatio allows us to focus on building our core business while Horatio builds our customer service vertical. It feels like we are all one company. Our customers love working with Horatio and so do we!”

“Overall, the team has been exceptionally helpful. They’ve hit incredible metrics for us and provided great insights into CX that we’ve never had before. They are also incredibly Ecom savvy which has helped elevate the brand and create lots of happy customers!”

“We cannot say enough good things about the Hire Horatio team. From their leadership to our everyday agents, we have been nothing but impressed. Their team is responsible, attentive, and trustworthy, and provides top class customer service for us here at This Saves Lives. Their passion and hard work undoubtedly helps us save more kiddos lives, and for that we cannot thank them enough.”

“We have had a fantastic experience with the Horatio team this past year. They are fully immersed in our company culture which was a big reason why we decided to go this route. The team members are talented, hard-working, and dedicated to helping us hit our goals. We are looking forward to a great future together!”

“Horatio is not an outsourced firm for us – they’re part of the team. They live on our Slack, have an equal voice in customer experience and product iteration, and are a major reason why we’ve been able to grow over 400% year over year.”

“Horatio has been an invaluable and strategic partner to Dr. Squatch, from starting off with just a few agents, to now managing a small army!”

NOT SURE IF OUTSOURCING IS THE RIGHT FIT FOR YOU?

Ready to start? Ready to start? Ready to start? Ready to start? Ready to start? Ready to start? Ready to start?
Ready to start? Ready to start? Ready to start? Ready to start? Ready to start? Ready to start? Ready to start?

You are just one click away from dedicated, customized, truly game-changing customer support.