Our Practices

Specialist depth where the work demands it.

CX Horizon Services organizes its capabilities into two vertical practices and one horizontal practice. Healthcare RCM and Financial Services are structured around the regulatory and operational demands of their respective industries. Growth Operations is a horizontal practice, delivering cross-industry operational capacity for growth-stage organizations.

Inside the Healthcare practice
  • AAPC Certified coders on every claim
  • BAA Executed on every engagement
  • HIPAA Compliant & SOC 2 Type II Ready
  • Review Credentialed human sign-off on flagged outputs

Healthcare RCM

For hospitals · physician groups · specialty practices · payers

End-to-end revenue cycle management for U.S. healthcare organizations, delivered from a Philippines operations base. Capabilities span front-end patient access, mid-cycle coding and clinical documentation improvement, and back-end billing, denials, and accounts receivable. AI-assisted claim scrubbing is integrated throughout, with credentialed human sign-off on every output. All engagements are conducted under a Business Associate Agreement.

End-to-end RCM Denials & A/R Coding & CDI Eligibility & prior auth Patient pay & collections AI-driven RCM
See the Healthcare RCM page
Inside the Financial Services practice
  • CFP Trained paraplanners
  • QBO Xero, NetSuite, Sage proficiency
  • AML Trained KYC analysts
  • SOC 2 Type II Ready

Financial Services

For advisory firms · accounting practices · banks · fintechs · neobanks · payments

Operational support for regulated financial services organizations. Capabilities include paraplanning and advisor support for wealth advisory firms; bookkeeping, financial reporting, and AP/AR administration for accounting practices; and KYC, transaction monitoring, disputes, and fraud operations for banks and fintechs. The practice is led by former senior leaders from major U.S. banks, global card networks, and Big Four accounting firms, and is structured for the audit and regulatory standards financial institutions must maintain.

Paraplanners Advisor support Bookkeepers Accountants & AP/AR Tax prep support KYC & onboarding Transaction monitoring Disputes & chargebacks Fraud operations Customer support (24/7)
See the Financial Services page
Inside the Growth Operations practice
  • 2–6 wk Standard team deployment window
  • EOR / BPO Both engagement models available
  • 1–12 FTE Typical team size at initiation
  • 3 mo Minimum engagement duration

Growth Operations

For SMEs · scale-ups · PE-backed roll-ups · founder-led teams

Cross-industry operational capacity for organizations scaling faster than they can build onshore capability. Capabilities include customer experience, back-office administration, executive and virtual assistance, finance and accounting, vendor and supplier management, and e-commerce operations. Engagements can be structured as Full-Service BPO with CX Horizon Services assuming full accountability, or as Employer-of-Record with the client directing day-to-day work.

CX & contact center Back-office ops Virtual assistants Sales development & lead gen Appointment setting Finance & accounting Order & vendor management E-commerce ops Data & reporting
See the Growth Operations page