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…). 

2500+ innovative companies run on CloudTalk call center software

complex dashboard

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

calls per agent by


Call quality


first call close by


holding time by


answer-seizure ratio by


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.

call quality

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. Didn’t you find your tool in our integration list? Connect then CloudTalk with your systems via Zapier, Workflow Automation, or API.

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.

privacy and security

#1 Rated call center software preferred by financial services

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

4.4/5 – 253 reviews

Read the reviews

4.2/5 – 527 reviews

Read the reviews

4.4/5 – 305 reviews

Read the reviews

4.5/5 – 253 reviews

Read the reviews

We transform your teams
into revenue engines

Call Statistics small

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.

connect world icon

Phone numbers from 160+ 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.

Speech To Text small

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.

Advanced Analytics With Unlimited History

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.

Call Recording small

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.

Sentiment And CSAT Score small

Quick and Easy Setup

Set up your call center 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 the efficiency of your team.

Over 2500 call centers and phone systems
are powered by CloudTalk


Have a question you need answered?

If you have any questions regarding CloudTalk Coverage or the phone numbers, please get in touch at

How does the free trial work?

Simply send us your contact information, and we will send you access to a free CloudTalk trial with no strings attached. You can immediately start making phone calls with CloudTalk.

What are your outbound call prices?

Each package includes one standard local or toll-free number for free. Prices of outbound calls vary, please contact us for more details.

Who is a user?

Users work for your company and communicate with your existing and potential clients. You can add or remove users in just a few clicks anytime you need. As a user, you can imagine your agent, supervisor, analyst, administrator, etc.

Can I change my subscription plan anytime?

Plans billed annually can only upgrade to a higher tier plan (e.g., From Essential to Expert). It’s not possible to downgrade annual billing.

Can I use CloudTalk for more activities?

Definitely. CloudTalk can be used in many different ways, be it customer support, contact center, virtual phone system, or active call center. Our solution is perfect for companies operating several e-commerce at the same time in need of separate customer support for each e-commerce.

What about data safety?

The safety of your data is our topmost priority. CloudTalk uses third-party data centers with industry-standard certifications (Tier III+ or IV, ISO 27001, PCI-DSS). All facilities include physical protection. The interface is accessed through an encrypted SSL connection. You can read more on our page dedicated to Security.