ICMI named Pathward’s Tax Call Center the 2025 Best Medium Contact Center.

The International Customer Management Institute (“ICMI”) announced the winners of its 2025 ICMI Global Contact Center Awards and named Pathward’s Tax Call Center the Best Medium Contact Center. According to ICMI, the award goes to the medium (76-150 agents) contact center that best exemplifies the “gold standard” for the industry. ICMI evaluates contact centers based on performance metrics, culture, and customer impact.

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The International Customer Management Institute named Pathward’s Tax Call Center the Best Medium Contact Center at its 2025 ICMI Global Contact Center Awards.

“I’m extremely proud of our call center team and am thrilled to see ICMI recognize them on a global stage,” said Michael Lister, Division President of Pathward’s Professional Tax Solutions. “We are pleased to provide increased financial access for consumers to professional tax preparation through a vast network of independent tax professionals throughout the U.S., and our award-winning customer service team is a key element of our success.”

Through its tax brands, EPS Financial and Refund Advantage, Pathward provides tax refund payment processing, taxpayer advance loans, tax office loans, prepaid cards, and customized merchant services solutions for independent tax professionals and their customer base. This year, Pathward operated with more than 42,000 independent tax offices – a new record for the company.

“This team is more than a support center. They are a strategic driver, a problem-solving powerhouse, and the emotional engine of our company during its most critical season. Their operational excellence, combined with their compassion and creativity, makes our call center not only second to none—but truly award-worthy,” said Clark Gill, Pathward’s President of Tax Services.

In a news release announcing the global award winners, Abbie Caracostas, ICMI Portfolio Director, said, “Congratulations to this year’s winners of the ICMI Global Contact Center Awards. The program recognizes and celebrates the exceptional leaders in the contact center community—individuals and teams who embody the very best of our industry. Through their dedication to innovation, new technologies and best practices, they are setting the standard for excellence across the industry.”

Learn more about our Professional Tax Solutions and brands.

About Pathward^®

Pathward^®, N.A., a national bank, is a subsidiary of Pathward Financial, Inc. (Nasdaq: CASH). Pathward is focused on financial access and strives to increase financial availability, choice and opportunity across our Partner Solutions and Commercial Finance business lines. The strategic business lines provide support to individuals and businesses. Learn more at Pathward.com.

About ICMI

The International Customer Management Institute (ICMI) is the leading global provider of comprehensive resources for customer management professionals -- from frontline agents to executives -- who wish to improve customer experiences and increase efficiencies at every level of the contact center. Since 1985, ICMI has helped more than 50,000 organizations in 167 countries through training, events, consulting, and informational resources. ICMI's experienced and dedicated team of industry insiders, trainers, and consultants are committed to helping you raise the strategic value of your contact center, optimize your operations and improve your customer service. ICMI is brought to you by Informa PLC.

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“This team is more than a support center. They are a strategic driver, a problem-solving powerhouse, and the emotional engine of our company during its most critical season."