Call center for financial services

We understand that poor call quality for just a few minutes could cost you thousands of dollars. At CloudTalk, our top priority is to provide high-quality calls with guaranteed latency — which is why we believe our call center software is perfectly suited to financial services (fintech, financial and insurance services, brokers, traders...). 

Call center software for financial services
2,500+ innovative companies run on CloudTalk call center software
CloudTalk Call Center software

Ditch the Complexity

Your business moves fast, so you need tools that can keep up. Cloudtalk is designed for a simple and seamless experience — from initial deployment to day-to-day operations and beyond.

  • Implement your entire contact center in a matter of days
  • Easily administer Talkdesk without the help of IT
  • Ramp agents with little or no training on a simple, modern interface
  • See exactly what’s happening in your contact center with flexible analytics
  • Unify voice and digital channels into one simple tool. Instantly take advantage of new features and functionality

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High-quality calls & stable connection

To ensure you connect with your stakeholders all around the world smoothly and without calling issues, we have established a strong network of telco partners across the globe. Enjoy high-quality calls with guaranteed latency and minimal jitter.

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high-quality calls

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Connect your call center with 1500+ tools

Integrate CloudTalk with your existing CRM or help desk systems like Salesforce, Pipedrive and many more with our native integrations in just 3 clicks. Make sure your agents stay effective by having access to the right data instantly. Didnt you find your tool in our integration list? Connect then CloudTalk with your systems via Zapier, Workflow Automation or API.

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Privacy and compliance are our top priorities

CloudTalk team follows recommendations established by security standards ISO 27001/27002, PCI/DSS and the OWASP security project. CloudTalk is GDPR compliant. All our customers’ data are partitioned to ensure that they cannot be accessed by other clients or unauthorized persons.

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#1 Rated call center software preferred by financial services

Based on 400+ CloudTalk reviews on 6 independent software marketplaces & platforms

We transform your teams
into revenue engines

Increase your sales results

Boost efficiency in your call center by up to 300% by skipping steps like searching in the system, manual typing and dialing by using our sales dialer (Power/Predictive/Smart Dialer) instead.

Phone numbers from 140+ countries

Run your call center from anywhere in the world while maintaining a local image by using local phone numbers. If you already have a phone number, we can easily port it to CloudTalk.

Save time with speech-to-text

CloudTalk speech recognizer helps you convert your phone calls into text, so agents don't need to take notes and can fully concentrate on the caller. This feature facilitates search in your call recordings.

Statistics and monitoring

Make smart decisions based on relevant data from your call center. Complex statistics and real-time call monitoring allow you to uncover gaps in team efficiency, identify top performers in your team and reduce unnecessary costs.

Intelligent call recordings

Recording calls in finance is essential and often mandatory. That's why we automatically store your recordings, allow you to pause and unpause call recordings when necessary, or connect external data storage. All our systems are EU GDPR compliant.

Quick and Easy Setup

Set up your call centre in just 5 minutes seamlessly even if your team is distributed. Easily integrate CloudTalk with the tools you already use. Manage all phone numbers, agents, sales diallers, intelligent call center features from one place and increase efficiency of your team.

Over 2,500 call centers and phone systems
are powered by CloudTalk

Related content

Finax Customer story Finax Finax represents a revolution in investing by bringing a fair and sound investment product. Learn how CloudTalk helped Finax during the Covid-19 outbreak when they needed to move its operations into the cloud. Read more Cold Calling Ebook E-book Best Cold Calling Templates Cold calling can be an effective way to gain new clients or offer new products to existing ones. After reading this ebook and going through call templates, your agents will be ready to start making successful cold calls and thus closing more deals. Read more Sales Scorecard Blog Sales Rep Scorecards Do you ever follow so many sales metrics that you can't figure out which data is actually relevant? Thanks to scorecards you can create a measurable strategy that is built on solid KPIs to lead your team deliberately. Read more

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