39 questions to ask your financial services outsourcing provider


The right outsourcing provider can help make your financial services outsourcing journey seamless. They can also help you leverage outsourcing benefits like business growth, cost savings and an increase in business efficiency or productivity levels.

So how do you find the right outsourcing provider? You ask the right questions. To ensure you are in the right hands, arm yourself with the questions that will drill into the operations of any prospective outsourcing provider. In this eBook, it covers the essential questions surrounding:

  • Operations and productivity
  • Staff retention, holidays and leave
  • Security
  • Human resources and recruitment
  • Invoicing and account management.

Start your outsourcing journey the right way with the right provider. Download our eBook below.