New York platform
10 specialists in data management and data entryFintech
Dedicated teams, shaped around your workflows, not a vendor's template.
Quick answer
In stages, under a co-managed model. Fintech outsourcing is the use of dedicated offshore teams for data management, lending operations, customer support and finance tasks. Connext recruits, employs and co-manages those teams, which work in the client's systems; clients keep workflows and risk decisions.
It does the work behind the product: data management and entry, transaction support, title and closing steps for lending, customer help desk and finance support.
a co-managed offshore team is a group of dedicated employees who work in your tools and follow your processes, while the provider handles hiring, employment and day-to-day management support.
We recruit
against your role requirements and the languages your customers use.
We employ in-country
through an employer-of-record structure, so payroll, benefits and local compliance are handled outside your organization.
They work inside your systems
under your workflows.
Dedicated managers own performance
with standardized workflows and continuous performance alignment.
Keeping transaction and customer records accurate as volume grows.
Supporting lending workflows from title through closing.
English and Spanish coverage, including from Colombia.
AP, AR, reconciliations and reporting.
Documenting and improving the manual steps between systems.
Manual steps pile up behind growth. The New York platform in the case below had fragmented processes, multi-step manual workflows and rising transaction volume pressing on every department, and found that scaling headcount domestically would be slow and costly.
Real situation. "I liked the leadership, flexibility, and commitment to retaining people with a profoundly human touch." COO, Fintech Company.
Read the 10 to 100+ case study
Finance and accounting leaders surveyed by the Controllers Council in 2026 reported minor shortages of talent at 46% and significant shortages at 15%. Source: 2026 Corporate Finance and Accounting Talent Study.
STEP 01
Start with a small team on one workflow (10 people and 4 people in the two cases).
STEP 02
Dedicated managers, standardized workflows and continuous performance alignment.
STEP 03
The investment platform spread teams across several locations for business continuity.
STEP 04
Team members in the cases took over training, onboarding and process improvement.
Product decisions, credit and risk decisions, your compliance program and regulator relationships, and customer policy. Connext supplies and manages people; it does not take over regulated decisions.
Six steps, and four of them happen before a client sees anyone.
Job description calibration
Connext and the client align on the role before the search starts.
AI-enabled candidate screening
Applicants are screened with AI-enabled tools.
Candidate assessments
Candidates complete assessments.
Connext Operations Manager interview
A Connext Operations Manager interviews the candidates who pass.
Candidate packets sent to client
Each packet holds the resume, bill rate, assessment scores and interview notes.
Client interview and selection
The client interviews and chooses.
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