Call center for
financial services, traders & insurance

We know that miliseconds in trading could mean thousands of dollars. At CloudTalk, our top priority is to provide maximum quality calls with guaranteed latency and that's why we think it's perfectly suited for brokers and traders.

Support center software for E-commerce
CloudTalk Call Center software

Intelligent call recordings

Recording calls in finance is essential and often mandatory. That's why CloudTalk has built an intelligent call recording system that automatically stores your recordings, allows you to pause and unpause call recordings when necessary, or connect external data storage. All our systems are EU GDPR compliant.

14 Day Free Trial

Phone numbers from 140+ countries

CloudTalk offers phone numbers from 140+ countries. Run your call center from anywhere in the world while maintaining local image by using local phone numbers. If you already have a phone number, we can easily port it to CloudTalk.

See Available Numbers
Business phone system by CloudTalk

Maintain a local presence in any country while keeping your call center geographically in one place


Spend less with a local phone number for incoming calls.


Already have a number? Keep your existing numbers and port them easily into CloudTalk.

#1 Rated call center software for traders

Based on 200+ reviews on 6 independent software marketplaces & platforms

More CloudTalk benefits for traders and brokers

CloudTalk can adapt to your needs even if you need to trade specific commodities in specific countries

Comprehensive real-time customer information
During the call, you can see the whole history of the customer’s interactions, orders, chat or notes, which allows your agents to provide the caller with top-notch support.
Speech to text and Transcripts
Analyze call transcripts with our automatic Speech to text transcriptor. Text transcripts are often necessary for finance institutions.
Detect forbidden keywords
Based on transcripts, CloudTalk can automatically detect, whether your call center agents are using the correct phrases when describing investment opportunities.

Most popular features for traders

While CloudTalk offers more than 100 call center features, here's a selection of the most popular ones within our customers in trading and finance.

Integrate your active call center software with business tools

Integrate your contact center software with more than 500 tools

CloudTalk can be easily integrated into your existing CRM, e-commerce or helpdesk tools, like Salesforce, Hubspot, Freshdesk and more. Our 2-way integrations make sure your agents stay effective by having access to the right data instantly.

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

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Improve your contact center with CloudTalk