"Having them handle our Zoom traffic has allowed us to grow our client base."
Ralph Edwards
Marketing Coordinator
4.9 (454 reviews)
Reviewed On
"Having them handle our Zoom traffic has allowed us to grow our client base."
Ralph Edwards
Marketing Coordinator
4.9 (454 reviews)
Reviewed On
"Having them handle our Zoom traffic has allowed us to grow our client base."
Ralph Edwards
Marketing Coordinator
4.9 (454 reviews)
Reviewed On
"Having them handle our Zoom traffic has allowed us to grow our client base."
Ralph Edwards
Marketing Coordinator
4.9 (454 reviews)
Reviewed On
Our clients saved more than $100M in payroll expenses last year.
Certified By
ISO 27001 Certified
ISO 27001 Certified
ISO 27001 Certified
Scale Your Fintech Faster Without Hiring Internal Staff
Outsource entire functions of your Fintech business so you can grow faster without adding internal headcount. Our fully-managed, AI-enabled teams run complete business functions at a fraction of in-house cost.
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Scale Faster With Fully-Managed Fintech Teams
Cloud Sourcing offers fully-managed, AI-enabled teams that take full responsibility for an area of your business.
Client Onboarding & KYC/AML Support
Compliance Checks & Monitoring
Transaction Processing & Reconciliation
Customer Support (Chat, Email, Phone)
Account Updates & CRM Maintenance
Investor Relations Assistance
Fraud Review & Alerts
Billing, Collections & Reporting
Outsourced Teams Who Are Trained for the Complexity of Fintech
Securely scale your fintech operations with remote teams who are fluent in financial workflows and compliance.
Trusted by Innovative Fintech Companies
We help fintech startups, challenger banks, and payment platforms scale operations without adding internal headcount.
Fintech-Ready Talent
Our teams are trained to help with KYC, AML, transaction support, and compliance.
Compliance-First Approach
We operate with strict adherence to PCI, SOC 2, GDPR, and AML/KYC protocols.
Scalable & Agile Teams
Easily expand or reduce your team as needs change or your fintech grows.
Reliable Long-Term Partnership
Our teams become a reliable, long-term extension of your company.
Built for Security
Our fintech teams operate with strict adherence to data security standards.
Solving Fintech’s Biggest Challenges
We’ll help you solve some of the biggest scaling challenges faced by growing fintech companies:
Why Top Fintech Companies Choose Cloud Sourcing
Leading fintech companies choose Cloud Sourcing for security, cost savings, and flexible staffing. Our teams can help you:
Accelerate onboarding while reducing errors
Maintain PCI, SOC 2, and GDPR compliance
Focus your core team on product, innovation, and strategy
Cut churn with faster response times
Increase capacity without adding internal headcount
Proven Fintech Results
We deliver consistent results for fintech companies around the world:
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How Cloud Sourcing Works for Fintech
Tell us about your current tasks, systems, and goals.
Decide what areas of the business you’d like Cloud Sourcing to own. Then we’ll align on scope, expected outcomes, and performance expectations.
We’ll establish the processes, train the team, and integrate with your existing workflows.
We’ll run day-to-day activities and deliver regular reporting so you always know what’s happening.
Case Study: Real Fintech Success
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• Daily patient reminders & appointment rescheduling
• Call overflow & charting suport
Outsourced Teams That Deliver Fintech Results
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Frequently Asked Questions
What to expect when working with Cloud Sourcing:
We Work With Your Existing Fintech Tools
Our remote teams are trained to work inside the systems and tools you already use.
Full Visibility, Real-Time Control
Use your own platforms to maintain visibility, or use RemoteHubTM — our custom dashboard — to assign, monitor, and customize all activities.
Real-time Task Visibility
Monitor progress on your projects in real time.
Handoff Tasks With Ease
Scale Your Fintech Without Adding Internal Headcount
