--- title: The Connection® Helps a Financial Institution description: The Connection® is working a major financial institution providing customer support and application processing for personal and small business consumers in their credit card division. --- [![The Connection](https://info.theconnectioncc.com/hubfs/The_Connection_March2018/Images/the-connection-logo.png)](https://www.theconnectioncc.com/) - - - - (800) 883-5777 - [sales@theconnectioncc.com](mailto:sales@theconnectioncc.com) - [Best Practices](https://www.theconnectioncc.com/best-practices) - [Brand Representation](https://www.theconnectioncc.com/best-practices/brand-representation) - [Call Center Training](https://www.theconnectioncc.com/best-practices/call-center-training) - [Customer Experience](https://www.theconnectioncc.com/best-practices/customer-support) - [KPI Management](https://www.theconnectioncc.com/best-practices/kpi-management) - [Omni-Channel Contact Center](https://www.theconnectioncc.com/best-practices/omni-channel-contact-center) - 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[Consulting Services](https://www.theconnectioncc.com/services/call-center-consulting) - [Training & Development Solutions](https://www.theconnectioncc.com/services/learning-solutions) - [Curriculum Development](https://www.theconnectioncc.com/services/learning-solutions/elearning) - [eLearning](https://www.theconnectioncc.com/services/learning-solutions/elearning) - [Learning Management System (LMS)](https://www.theconnectioncc.com/services/learning-solutions/learning-management-system-lms) - [Connect with TextChat](https://info.theconnectioncc.com/connectchat) - [Industries Served](https://www.theconnectioncc.com/industries-served) - [Media Communications](https://www.theconnectioncc.com/industries-served/media-communications) - [Consumer Services & Retail](https://www.theconnectioncc.com/industries-served/consumer-services-retail) - [Data Breaches, Recalls & Adverse Events](https://www.theconnectioncc.com/industries-served/data-breaches-recalls-adverse-events) - [Direct Sales & Social Commerce](https://www.theconnectioncc.com/industries-served/direct-sales) - [Education](https://www.theconnectioncc.com/industries-served/education) - [Financial Services](https://www.theconnectioncc.com/industries-served/financial-services) - [Government](https://www.theconnectioncc.com/industries-served/government) - [Healthcare](https://www.theconnectioncc.com/industries-served/utilities) - [Utilities](https://www.theconnectioncc.com/industries-served/utilities) - [About](https://www.theconnectioncc.com/about) - [Resources](https://www.theconnectioncc.com/resources) - [Case Studies](https://info.theconnectioncc.com/case-studies) - [Workforce Calculator](https://info.theconnectioncc.com/workforce-calculator-download) - [Call Center Metrics Report Sample](https://info.theconnectioncc.com/call-center-metrics-sample) - [Call Center Metrics Report Demo](https://info.theconnectioncc.com/call-center-metrics-demo) - [Call Center Management Guide](https://info.theconnectioncc.com/call-center-management) - [Blog](https://blog.theconnectioncc.com) - [Talent Blog](https://blog.theconnectioncc.com/talent) - [Call Center Resume Template](https://info.theconnectioncc.com/call-center-resume-template) - [Careers](https://info.theconnectioncc.com/careers) - [Working at The Connection®](https://info.theconnectioncc.com/careers) - [The Connection® Cares Benefits](https://info.theconnectioncc.com/the-connection-cares-benefits) - [Contact Us](https://www.theconnectioncc.com/contact-us) - [Request A Quote](https://www.theconnectioncc.com/contact-us/request-a-quote) - [Best Practices](https://www.theconnectioncc.com/best-practices) - [Brand Representation](https://www.theconnectioncc.com/best-practices/brand-representation) - [Call Center Training](https://www.theconnectioncc.com/best-practices/call-center-training) - [Customer Experience](https://www.theconnectioncc.com/best-practices/customer-support) - [KPI Management](https://www.theconnectioncc.com/best-practices/kpi-management) - [Omni-Channel Contact Center](https://www.theconnectioncc.com/best-practices/omni-channel-contact-center) - [Quality Assurance](https://www.theconnectioncc.com/best-practices/quality-assurance) - [Scalability](https://www.theconnectioncc.com/best-practices/scalability) - [Technology & Updates](https://www.theconnectioncc.com/best-practices/technology-updates) - [Workforce Management](https://www.theconnectioncc.com/best-practices/workforce-management) - [Services](https://www.theconnectioncc.com/services) - [Call Types Handled](https://www.theconnectioncc.com/services/call-center-services) - [Omni-Channel Services](https://www.theconnectioncc.com/services/service-channels) - [Interactive Voice Response IVR Systems](https://www.theconnectioncc.com/services/service-channels/interactive-voice-response-ivr) - [Live Agent Outsourcing](https://www.theconnectioncc.com/services/service-channels/live-operator) - [Email Response Outsourcing](https://www.theconnectioncc.com/services/service-channels/email-response) - [Live Chat Outsourcing](https://www.theconnectioncc.com/services/service-channels/live-web-chat) - [Consulting Services](https://www.theconnectioncc.com/services/call-center-consulting) - [Training & Development Solutions](https://www.theconnectioncc.com/services/learning-solutions) - [Curriculum Development](https://www.theconnectioncc.com/services/learning-solutions/elearning) - [eLearning](https://www.theconnectioncc.com/services/learning-solutions/elearning) - [Learning Management System (LMS)](https://www.theconnectioncc.com/services/learning-solutions/learning-management-system-lms) - [Connect with TextChat](https://info.theconnectioncc.com/connectchat) - [Industries Served](https://www.theconnectioncc.com/industries-served) - [Media Communications](https://www.theconnectioncc.com/industries-served/media-communications) - [Consumer Services & Retail](https://www.theconnectioncc.com/industries-served/consumer-services-retail) - [Data Breaches, Recalls & Adverse Events](https://www.theconnectioncc.com/industries-served/data-breaches-recalls-adverse-events) - [Direct Sales & Social Commerce](https://www.theconnectioncc.com/industries-served/direct-sales) - [Education](https://www.theconnectioncc.com/industries-served/education) - [Financial Services](https://www.theconnectioncc.com/industries-served/financial-services) - [Government](https://www.theconnectioncc.com/industries-served/government) - [Healthcare](https://www.theconnectioncc.com/industries-served/utilities) - [Utilities](https://www.theconnectioncc.com/industries-served/utilities) - [About](https://www.theconnectioncc.com/about) - [Resources](https://www.theconnectioncc.com/resources) - [Case Studies](https://info.theconnectioncc.com/case-studies) - [Workforce Calculator](https://info.theconnectioncc.com/workforce-calculator-download) - [Call Center Metrics Report Sample](https://info.theconnectioncc.com/call-center-metrics-sample) - [Call Center Metrics Report Demo](https://info.theconnectioncc.com/call-center-metrics-demo) - [Call Center Management Guide](https://info.theconnectioncc.com/call-center-management) - [Blog](https://blog.theconnectioncc.com) - [Talent Blog](https://blog.theconnectioncc.com/talent) - [Call Center Resume Template](https://info.theconnectioncc.com/call-center-resume-template) - [Careers](https://info.theconnectioncc.com/careers) - [Working at The Connection®](https://info.theconnectioncc.com/careers) - [The Connection® Cares Benefits](https://info.theconnectioncc.com/the-connection-cares-benefits) - [Contact Us](https://www.theconnectioncc.com/contact-us) - [Request A Quote](https://www.theconnectioncc.com/contact-us/request-a-quote) # Organizing the Process for Secure Financing The Connection® is working a major financial institution providing customer support and application processing for personal and small business consumers in their credit card division. ## Company Goal for Outsourcing - One call resolution customer service to eliminate repeat calls - Complete application requests from consumers - Answer general information about the financial institution, available credit cards, and credit card application - Secured and PCI compliant environment - Maintain do-not-contact registry ## Key to Success The Connection® enjoys a long-term relationship with this client, where regular KPI attainment and consistent performance has been a key to the successful partnership. ## Tasks to Accomplish Success - CSR’s receive extensive product training prior to being placed on the phones. - CSR’s enter an incubation period upon successful completion classroom training, where they are heavily monitored and coached to ensure successful habits are being built from training. - CSR’s are provided ongoing coaching and development on a bi-weekly basis to ensure that they are always knowledgeable, and efficient. - During higher volume campaigns, CSR’s are provided flexible scheduling to ensure that the volume is handled during these peaks. ## Summary Our exceptional customer service provided a one stop experience for this major financial institution. The Connection® not only meets, but often exceeds the client goals and expectations which has resulted in a positive long-term relationship. [![Workforce Calculator](https://no-cache.hubspot.com/cta/default/4278287/0212c1c0-33d5-404d-8072-2eaac79795a5.png)](https://cta-redirect.hubspot.com/cta/redirect/4278287/0212c1c0-33d5-404d-8072-2eaac79795a5) ### Contact Us [Get in Touch](https://www.theconnectioncc.com/contact-us) ![The Connection](https://info.theconnectioncc.com/hubfs/The_Connection_March2018/Images/the-connection-logo-white-1.png) ### About The Connection® is a business process outsourcer (BPO), offering a multitude of operational and consulting services for contact center services. ### Contact Us - **Address:** Bloomington, MN 55437 - **Phone:** +1 (952) 948-5488 - **Fax:** +1 (952) 948-5498 ### Blog Signup © Copyright 2025 The Connection®. All Rights Reserved.