Apex Covantage
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Knowledge process solutions for the financial industry

Apex CoVantage has worked with leading insurance and financial service companies engaged in the following businesses:

    • Charge and credit cards
    • Commercial and consumer lending
    • Employee benefits brokerage and administration
    • Individual and group insurance
    • Institutional asset management
    • Mutual funds, mortgages and student loans

We provide knowledge-based business services that allow financial service companies to:

    • Acquire and win-back more customers
    • Reduce customer acquisition and win-back costs
    • Accelerate application and enrollment processing
    • Accelerate insurance claim processing
    • Raise customer satisfaction
    • Reduce customer interaction costs
    • Reduce back-office costs

Our service offerings for insurance and financial service clients include:

Contact Center Solutions
 
  • Credit Card Acquisition, Activation, Utilization, Pre-Attrition, Retention, Win-Back
  • Series 7 and 24
  • Student Loan Consolidation
  • Mortgage Lead Generation
  • Third party verification
  • Customer service / customer care
  • Accounts Receivable Management (ARM)
  • Order processing
  • Billing inquiries
  • Benefits eligibility and assistance
  • Customer credit reporting
Research and Content Solutions
 
  • Financial statement analysis and reports
  • Financial Markup Language (FML) compliant documents and databases
  • Real-time data conversion for EDI
  • Specialized mailing lists for customer acquisition

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