Outsource Financial Services Support Without the Compliance Risk

What a regulated support team handles, the compliance floor a vendor has to clear, and what a breach really costs.

SOC 2 Type II audited, PCI DSS compliant

100% in-office, no work from home

Proven since 2002

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Compliance Is the Real Buying Criteria

In fintech, banking, and insurance the vendor question isn't who's cheapest. It's who can pass your audit. Our free buyer's guide covers what an outsourced team should be able to run, the compliance floor a vendor has to clear, why work from home fails the audit, what a breach costs in financial services, and what to ask before you sign. No sales call required; we email it straight to you.

What's inside the guide

What an outsourced financial services team should be able to run, end to end.

The compliance floor: SOC 2, PCI DSS, and the controls auditors actually test.

Why work from home fails the audit, and what a secure in-office floor looks like.

What a breach costs in financial services, with the current published figures.

The questions to ask any vendor before you sign.

Why we made it free

Handing regulated conversations to a vendor is a big decision, and most buyers are still researching, not ready for a sales pitch. So we put the compliance requirements and the real numbers in your hands first. If the guide helps you make a smart call, whether or not it's with us, it did its job.

Who it's for

Ops, CX, and compliance leaders at fintech, lending, banking, and insurance companies weighing whether to build support in-house or outsource it without inheriting audit risk.

Prefer to skip the guide and just talk?

If you already know what you need, you can skip straight to a real quote. We scope your program and give you a real number within 48 hours, no enterprise runaround, and you talk to the owner.

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Frequently asked questions

Is the guide really free?

Yes, completely free. Enter your name, work email, and company, and we email it to you. No call required.

Does it cover SOC 2 and PCI?

Yes. The guide lays out the compliance floor a vendor has to clear, including SOC 2 Type II, PCI DSS, and the access and monitoring controls auditors actually test.

Why does work from home matter?

Because a home office can't produce the physical access controls, clean-desk enforcement, and monitored floor that a financial services audit expects. The guide explains what that looks like in practice.

Who is World Connection?

A US-owned nearshore CX provider, headquartered in Boise, Idaho with in-office teams in Guatemala City. SOC 2 Type II audited and PCI compliant, 95% CSAT across 48 brands since 2002.

Can I just get a quote instead?

Yes. Skip the guide and request a quote, we scope your program and give you a real number within 48 hours.