Empower Financial Services Teams
Across Every Function

CloudTalk helps financial services teams handle critical client calls with speed, accuracy, and compliance. Whether you’re closing a deal, resolving a dispute, or following up on applications, you’ll get the calling tools you need to succeed.

Numbers in 160+ countries to help you connect with clients
Call recording and detailed logs to ensure compliance
Smart routing and workflows to direct clients to the right team

Contact Sales

Over 4,000 businesses use CloudTalk to have MORE and BETTER calls

81.7%

Increase of call volume

Call volume got 81.7%↑, missed calls got 23.7%↓.

2.5X

Outbound success rate

Doubled their outbound success & halved lost deals.

80%

Decrease in wait time

Wait times cut by 80% and call handling time by 25%.

Just a Few Examples
of How We Help

Insurance: Close More Policies, Faster

Simplify client communication for renewals and new policies with smart call flows and tracking, keeping agents focused on sales and leads.

Investment Firms: Build Stronger Relationships

Track and log every call for easy follow-ups. AI summaries, smart notes, CRM integration, and VIP queues ensure your team delivers personalized service to top clients.

Real Estate Financing: Drive Loan Conversions

Ensure efficient borrower communication by logging every call, routing inquiries to the right officer, and scheduling callbacks to keep the loan process on track.

HOW WE HELP

Must-Have Features
Financial Services Rely On

Imagine VIP Service, Without the Complexity

Call Logging & Smart Notes: Save time with automated call notes and maintain complete histories for smooth follow-ups.
VIP Queues: Prioritize high-value clients with shorter wait times and ensure top-notch service.
Smart Routing: Ensure clients are connected to the right advisor or account manager based on their needs or previous history.

Contact Sales

Convert More Leads into Clients With Less Hassle

Dialer & Callbacks: Automate outbound calling and ensure no lead is missed with callbacks.
CRM Integration & AI Conversation Intelligence: Sync call data and insights to simplify follow-ups, eliminate manual work, and track deal progress.
Performance Analytics: Monitor call metrics and team productivity historically and in real-time to optimize sales efforts.

Contact Sales

Imagine Global Scale, Without Global Headaches

IVR & Call Routing: Direct calls to the right department or agent, reducing hold times and improving efficiency.
Call Monitoring & Whispering: Monitor and support agents during live calls to improve service quality and resolve issues faster.
Smart Missed Call Management: Enable support teams to prioritize unresolved calls and track resolved ones dynamically, ensuring timely follow-ups and faster response times.

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Signature Capability

Put Humans to the Test. See if 24/7 AI Voice Agents Will Outperform.

CeTe is an AI that talks like a human: no breaks, no training, no time off. It makes and answers calls, updates CRMs, books meetings, and loops in a human only when needed.
Press play to hear it. Want a wow moment? Get a free test call and try it live.

AI Voice Agents

SaaS / Software & Apps

Nudge expiring offer

Riley, Sales Reminder Agent

Qualify a student lead

Avery, Course Inquiry Agent

Get a payment reminder

Casey, Payment Reminder Agent

Qualify a patient lead

Jordan, Healthcare Intake Agent

Qualify insurance lead

Taylor, Insurance Intake Agent

Accept updated terms

Quinn, T&C Acceptance Agent

Qualify legal inquiry

Drew, Legal Intake Agent

Get post-interview feedback

Jamie, Candidate Feedback Agent

Pre-screen a candidate

Skyler, Applicant Pre-screen Agent

Confirm account action

Morgan, Action Reminder Agent

Get a renewal reminder

Logan, Subscription Renewal Agent

Get CSAT after support

Morgan, CX Feedback Agent

Get NPS or demo feedback

Parker, Post-Sales Feedback Agent

Qualify a trial lead

Blake, Trial Signup Qualifier

Riley

Sales Reminder
Agent

Alex

Client
Sales / Marketing

Pause

Rewind

Unmute

Avery

Course Inquiry
Agent

Jamie

Client
Education / EdTech

Pause

Rewind

Unmute

Casey

Payment Reminder
Agent

Chris

Client
Financial Services

Pause

Rewind

Unmute

Jordan

Healthcare Intake
Agent

Taylor

Client
Healthcare

Pause

Rewind

Unmute

Taylor

Insurance Intake
Agent

Peter

Client
Insurance

Pause

Rewind

Unmute

Quinn

T&C Acceptance
Agent

Morgan

Client
Legal Services

Pause

Rewind

Unmute

Drew

Legal Intake
Agent

Casey

Client
Legal Services

Pause

Rewind

Unmute

Jamie

Candidate Feedback
Agent

Riley

Client
Recruitment / HR

Pause

Rewind

Unmute

Skyler

Applicant Pre-screen
Agent

Jamie

Client
Recruitment / HR

Pause

Rewind

Unmute

Morgan

Action Reminder
Agent

Taylor

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Logan

Subscription Renewal
Agent

Jamie

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Morgan

CX Feedback
Agent

Sam

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Parker

Post-Sales Feedback
Agent

Chris

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Blake

Trial Signup
Qualifier

Alex

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Why CloudTalk?

With so many choices, why is CloudTalk the go-to for financial services companies?

SUPERIOR CALL QUALITY

Make Every Client Call Sound Like You’re in the Same Room, Not Miles Apart

Forget dropped connections or garbled conversations during crucial discussions. When you’re handling sensitive financial matters, every word needs to be crystal clear.

With CloudTalk, your team can focus on explaining complex financial products and building trust, not asking clients to repeat themselves.

160+ LOCAL NUMBERS

Do Your International Clients Trust Unknown Numbers? Neither Would You.

Want to build credibility in global financial markets? Easy.CloudTalk gives your agents local numbers in over 160+ countries, so every call feels like it’s coming from a trusted local institution, not an overseas center.

CloudTalk is easy to set up and use. Very intuitive interface, easy to keep track of the call history for everyone using it. It’s also very easy to see which agents are offline and online and the integration option makes it easy to use in combination with other CRM platforms.

Dennis V., IT Operations Manager at Byte B.V.

Get International Numbers

Compliant and Easy To Manage

Compliance Made Simple for Growing Financial Teams

For companies in financial services, managing sensitive client data shouldn’t be complicated or time-consuming.

CloudTalk gives your team the tools to stay compliant and efficient, with features like the ability to pause or stop recordings during sensitive discussions, and recording deletion options to meet data retention policies.

Easily onboard new advisors, adjust call flows to fit your operations, and stay aligned with regulations like STIR/SHAKEN—without adding unnecessary IT complexity.

KEEP EVERYTHING UNDER THE SAME ROOF

Integrations That Keep Your Client Data In Perfect Sync

Keep your agents focused on clients, not copying data between systems. CloudTalk connects seamlessly with Salesforce, HubSpot, Zoho and other systems to maintain a complete record of every client interaction.

Whether you’re tracking loan applications or investment consultations, automated call logging ensures every conversation is properly documented for compliance and follow-up. No more missing call records or manual CRM updates between client meetings.

Transform Hours of Reporting
into Minutes with AI

With CloudTalk’s conversation intelligence, your team can focus on clients while AI handles the details. Automatically generate call summaries, capture key notes, and create searchable transcripts of every interaction. Track metrics like talk/listen ratios and sentiment analysis to improve team performance and client engagement.

From documenting loan discussions to ensuring investment disclosures are recorded and searchable, CloudTalk keeps your calling operations efficient, compliant, and seamlessly integrated with your CRM.

Explore AI

Transform Hours of
Reporting into Minutes
with AI

Explore AI

Ready to Get Started?

Start Making Calls in 4 Simple Steps:

Book a quick demo

Get your numbers

Integrate your tools

Watch your teams succeed

Book Your Demo

FAQs

What Is a Financial Services Call Center?

A financial services call center is a secure communication hub that handles client interactions across banking, insurance, and investment services. It combines security with automation to manage high-volume financial transactions while maintaining regulatory compliance.

What are The Benefits of Call Center Software for Financial Services?

Modern call center software cuts operational costs by 40% through AI automation and smart routing. It ensures regulatory compliance, enables secure global operations, and provides detailed analytics for performance optimization. Teams can handle more calls while maintaining service quality and security standards.

What are the use cases for financial service call center software?

Banking teams use it for secure transaction processing and account services. Insurance providers handle claims and policy inquiries. Investment advisors manage client consultations.

How Does a Financial Services Call Center Improve the Customer Experience?

Smart routing connects clients to the right advisor instantly. AI-powered analytics help teams understand customer needs and optimize service delivery. Integration with CRM systems ensures consistent, personalized service across all channels while maintaining security protocols.

Why is call center software for financial services important?

Call center software is essential for financial services, enabling teams to drive sales, nurture client relationships, and streamline support while ensuring top-tier security and compliance. Sales teams use it to acquire clients and boost revenue, relationship teams enhance retention and lifetime value, and support teams resolve issues efficiently. From insurance and investment firms to fintech and real estate financing, it empowers every team to scale operations, protect sensitive data, and meet regulatory standards seamlessly.

What are the Best Practices for Training Agents at Financial Services Call Centers?

Successful training combines compliance knowledge with communication skills. Teams use call recordings for coaching, automated quality checks for consistency, and real-time analytics for performance improvement. Regular security awareness training ensures data protection.