Client Relations Services for Banking & Financial Institutions
Effectively supporting your clients throughout the banking and financial services lifecycle is critical to long-term success. From answering account questions to managing payment concerns, the quality of communication between your team and your customers directly impacts satisfaction, retention, and portfolio performance.
While your staff may build a strong foundation during onboarding, maintaining these client relationships over the life of an account often requires more time, specialized tools, and industry expertise than internal teams can provide. JDR Solutions delivers dedicated customer service and collections support tailored to banks and financial institutions—ensuring your clients receive clear, timely, and professional communication at every stage.
With decades of experience managing portfolios, handling collections, and supporting complex banking workflows, we bring the systems, software knowledge, and operational infrastructure needed to keep your clients informed and your processes running smoothly. Their satisfaction—and your institution’s success—remain our top priority.
Our Client Relations
Clear, consistent communication is only the surface level of an effective relationship with your customers. At JDR Solutions our understanding of the bigger picture of client relations motivates our talented team to dig deeper.
We offer two groups of client relations services to effectively encompass all of your client needs.
Collections
We understand that attention to detail and compassionate communication is the cornerstone of collections services. That’s why we always carefully review your customers’ billing and payment history to ensure that all your data is correct and the collection process is not the result of administrative delinquency.
Our client relations specialists are trained to receive calls, emails, and maintain/send delinquency letters regarding due payments. We will collect overdue invoices up to any age of delinquency and provide additional support on the backend. The only collections service outside of our offerings is asset repossession.
Our ability to troubleshoot and identify issues with your customers can help mitigate collections issues.
Customer Service
Your customers need access to quality day-to-day support. Providing this support can hinder your team’s opportunities to secure new business. At JDR Solutions, we provide the team members and means to cover all your customer service needs, from routine to more complicated issues.
Our services include processing inbound calls and emails regarding invoicing, payments, and non-financial changes. We also will create and manage a designated email inbox for your business’s customers to raise specific questions and concerns about their invoices.
Expand your customer service capabilities with the help of our accomplished specialists. Call JDR Solutions to schedule your consultation today.
Compassionate Service for Every Customer
Our solutions are rooted in decades of experience and keen drive to help our clients succeed. We’ve consistently evolved to stay ahead of modern technology and management techniques to bring our clients industry-leading services year after year.
When you choose to take advantage of the unparalleled client relations services from JDR Solutions, you’re choosing the most experienced team in the industry. Our industry knowledge allows us to connect with your customers on a deeper level to provide them with faster, more accurate solutions to their equipment financing/leasing portfolio challenges than other outside firms.
Our status as one of the top companies in the industry isn’t a self-diagnosis. We gained the title from our advisory council made up of our most prominent Equipment Leasing and Finance Association (ELFA) clients.