Accelerating Growth at Lower Costs for Financial Services

We help financial services companies acquire more customers—faster and at 40% lower cost—by building high-performance nearshore sales teams powered by AI.

Many financial services companies are leaving money on the table — facing slow sales hiring, funnel leakage, inflated cost structures, and limited resources for market expansion.

We Help Unlock Sales Bottlenecks & Deliver at Least 2x ROI to Partners.

100% ramp-up within 90 days

We recruit bilingual professionals based in Mexico with U.S. financial services experience. Our teams fully ramp-up within the first 3 months of onboarding.

20%+ increase in productivity

We build AI agents around specific roles and tasks, converting humans into cyborgs, boosting their productivity by at least 20% relative to status-quo.

40-50% lower costs

We combine nearshore talent and AI automation tools to deliver on at least 40% cost reductions relative to status quo.

Areas of Expertise

Within Financial Services, we’re experts in the following functions and products:

By Function

  • Inside Sales

  • Outbound Sales

  • Underwriting

  • Loan Processing & Closing

  • Customer Success

By Product

  • Mortgage

  • Consumer Loans (Unsecured)

  • Small Business Lending

  • Banking

People-First, Powered by AI

At nuDesk, human ingenuity is at the core of everything we do. We cultivate a vibrant, people-first culture where top talent thrives—empowered by AI to enhance decision-making, creativity, and growth. Our focus? Supporting well-being, collaboration, and continuous development.

Why companies choose nuDesk?

  • We Cut CAC While Driving Higher Conversions

  • We Fix Sales Bottlenecks In Mid-to-Bottom Funnel Acquisition

  • We Boost Sales Productivity With AI-Augmented Performance

  • We Maximize CLV With Stronger Retention & Cross-Selling