Financial Solutions

Secure, Scalable Support for the Modern Financial Institution

We help various financial providers streamline operations, maintain compliance, and deliver responsive, reliable customer support without compromising security or scalability.

Solutions Tailored For Financial Institutions

We understand the pressures of balancing customer expectations with operational integrity. That’s why our services are designed to deliver measurable results while aligning with your regulatory and data protection obligations.

Finance & Accounting
Support

From bookkeeping and reconciliation to accounts payable/receivable, our trained specialists handle critical processes with accuracy and consistency, freeing your internal teams to focus on growth and strategy.

Customer Support & Issue
Resolution

Your clients expect fast, accurate responses. We provide multilingual, omnichannel support that’s trained to navigate financial queries with clarity, care, and compliance.

Fraud Prevention & Risk
Monitoring

Protecting customer trust starts with proactive monitoring. We support fraud detection efforts through 24/7 alert handling, identity verification, and transaction monitoring services.

Regulatory Compliance
Assistance

We help you stay compliant with evolving standards supporting KYC/AML processes, documentation management, and internal audits with precision.

Data Processing &
Reporting

Get timely, accurate insights with back-end data handling that ensures quality, confidentiality, and reliability so you can make smarter, faster decisions.

We Support A Range Of Financial Services Providers

Retail & Commercial
Banks

Fintech Startups & Digital
Wallets

Investment Firms & Capital
Market Players

Mortgage & Loan
Servicers

Credit Unions
& NBFCs

Efficiency & Compliance Simplified

We help financial institutions streamline operations, strengthen compliance, and deliver measurable results. From retail banks to fintech startups, our data-driven solutions enhance accuracy, reduce costs, and empower organizations to scale with confidence.

40%

cost savings through streamlined finance ops

3X

faster resolution time in customer service escalations

Why Choose Us
1

Enhanced Operational Efficiency

2

Regulatory Compliance Assurance

3

Proactive Fraud Prevention Strategies

4

Privacy & Security of Financial Data

99.5%+

accuracy in bookkeeping and reconciliation

Enhanced

compliance with on-time, audit-ready documentation

Let’s optimize operations before they become obstacles

Real Stories From Industry Leaders

Dr. Christoph Beck,
Dr. Christoph Beck,

Director
Foro Innovativo

“We have partnered with Tru Performance to run digital marketing projects in various English, Spanish and German speaking countries. It is beautiful to work with them. We appreciated in particular their great service, seamless integration of their work into our projects, technical expertise and their innovative approaches to solve customer’s marketing problems. Highly recommended.”

Ian S,
Ian S,

Director, Client Experience
CDG

“The Tru Performance team is a great partner in our efforts to build out and improve our digital presence. They are dedicated to meeting our high (and sometimes shifting!) needs. Additionally, the team goes above and beyond to recommend ways to quickly approve and adapt our processes to better leverage the tools we have in our tech stack for sales and marketing. Great team. Great partners.”

Rik Williams,
Rik Williams,

Sr. Technical Architect
Plume Design, Inc

“When we needed some extra development bandwidth due to a temporary increase in workload, Tru Performance managed to quickly provide assistance, with the resource allocated seamlessly delivering quality results to tasks with little guidance.”

Jordan Calderon,
Jordan Calderon,

President & Founder
StratDev Digital Marketing

“Tru Performance has helped us in the development of one of our projects which involved development, designing and managing an online store. The company’s talents are evident with their excellent work on this scope, using both web design skills as well as advertising strategies to promote it further.”

Raquel Michelena
Raquel Michelena

Director,
Weinstock Immigration Lawyers

"Working with TruPerformance has been an outstanding experience! Their exceptional organizational skills and well-structured methodology made the entire process seamless from the very beginning. The team has been incredibly helpful, open, and collaborative, consistently going above and beyond to make everything easy and achievable. They are not only easy to work with but also truly invested in delivering results, which we began seeing quickly. If you’re looking for a professional, results driven SEO team that’s a pleasure to partner with, TruPerformance is the way to go. Highly recommended!"

Adrienne Lumb
Adrienne Lumb

Director, Website Strategy
Cybersecurity Company

"From the beginning of our partnership, we were a young company creating a new category for data visibility, security and protection. And, it’s not always easy to work with startups like ours that face a multitude of challenges. But they took our challenges with focus, expertise, and relentless dedication – and helped us grow all the way through acquisition in just a few short years.
I can confidently say we would not be where we are today without them. They’re also a joy to work with – always on – and staying several steps ahead!"

Doris Walczyk
Doris Walczyk

Sr. Industry Marketing Manager
Autodesk

“I came in contact with Tru Performance searching for a Marketing Outsourcing Services provider. By taking a look at their previous projects and having calls, we agreed to work together, basically, on SEO and Digital PR. They have worked incredibly well with our clients by being communicative and transparent all the time.”