Fuel your firm’s next stage of growth.
Whether you’re scaling into new markets or expanding lead flow, we provide the compliant support, appointment setting, and real-time insights you need to grow with confidence.
How We Help You Stay Sharp and Compliant
From sales strategy to tech support, we deliver specialized outsourcing designed for the high-stakes world of finance.
Data-Driven Sales Insights
Personalization powered by your best-performing calls.
Keyword Optimization
We identify the words and phrases that drive engagement, helping your sales team connect faster and position your offer more effectively.
Personalized Scripts
Our team crafts data-informed scripts tailored to your target industries and decision-makers, ensuring every pitch feels relevant and persuasive.
Performance Audits
We review call recordings and analyze results continuously to refine messaging, improve conversion rates, and stay aligned with market trends.
Training & Outbound Support
Give your sales team tools and time to close.
Compelling Scripts
We create opening statements and conversation flows that capture attention quickly, spark interest, and guide prospects toward meaningful next steps.
Outbound Calling
Our professional sales reps handle outbound outreach at scale, maintaining your brand voice and delivering consistent, high-quality interactions.
Sales Team Training
We provide coaching and live feedback based on real-world call results, helping your team refine delivery, boost confidence, and close more deals.
Secure, Scalable Tech Support
Built for the compliance-heavy finance sector.
Cloud-Agnostic Infrastructure
We integrate with AWS, Azure, and GCP to deliver secure, scalable support that fits your existing tech stack with no disruption to daily operations.
Zero-Trust Security
Every access request is verified to safeguard sensitive financial data, ensuring full compliance with industry regulations and internal controls.
End-User Training
We help teams adopt tools effectively through guided sessions that reduce downtime, improve efficiency, and strengthen data security habits.
Customer Care Without Bottlenecks
From seasonal spikes to everyday inquiries, we maintain consistency across every interaction.
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Multi-Channel Consistency
We manage email, chat, phone, and social inquiries with full brand alignment, ensuring every client interaction feels consistent and professional.
Scalable Staffing
Add trained customer support agents during product launches or seasonal spikes to maintain performance without overextending internal teams.
SLA Compliance
We track metrics in real time to meet service-level agreements and guarantee quality across every touchpoint, channel, and interaction.
Appointment Setting Built for Finance
Targeted, compliant outreach that brings the right clients straight to your calendar.
Qualified Lead Generation
We identify and screen prospects based on financial goals, business needs, and eligibility criteria, ensuring your advisors meet only qualified leads.
Compliant Outreach
Every call, email, and LinkedIn message follows financial regulations and firm policies to protect client data and uphold compliance standards.
Calendar Integration
We book directly into your systems, syncing schedules and reminders to minimize no-shows and keep your pipeline running efficiently.
Success Stories
See how leading brands optimize resources, scaled faster, and delivered better customer experiences with Uassist.ME.
The Uassist.ME Edge
Secure, compliant, and performance-driven outsourcing for financial services.
We understand that financial services run on trust and compliance is non-negotiable. Our teams operate under strict regulatory frameworks (GDPR, SEC, FINRA, CCPA), ensuring every process meets industry standards and protects your reputation.
From VPN tunnels to zero-trust models, we safeguard sensitive financial data with enterprise-grade security. Our cloud-agnostic systems integrate seamlessly with AWS, Azure, or GCP, keeping operations both agile and protected.
We monitor KPIs in real time, using analytics to catch inefficiencies before they escalate. The result: optimized workflows, stronger client experiences, and predictable performance that keeps your business running smoothly.
Whether you’re entering new markets, handling seasonal spikes, or boosting outbound efforts, our teams scale quickly without sacrificing quality. Advisors focus on closing deals while we manage prospecting, scheduling, and customer touchpoints.
The Team Behind the Numbers
From around-the-clock support to near-perfect uptime and industry-leading CSAT, we deliver results you can count on.
