Did you know that 40% of customers would be more loyal to their financial services provider if it offered a more personalized experience? Bring your financial services business into the modern age and build lasting relationships with your clients and prospects through personalized, secure conversations.
4,000+ innovative companies run on CloudTalk call center software
Your business moves fast, so you need tools that can keep up. CloudTalk is designed to give our customers a seamless experience — from initial deployment to day-to-day operations and beyond. Our advanced analytics suite helps you keep a close eye on critical KPIs like Missed Call Rate, Calls Per Agent and Agent availability, making it easy to ensure you’re reaching your business goals.
Increase
calls per agent by
87%
Call quality
10/10
Increase
first call close by
17%
Decrease
holding time by
22%
Increase
answer-seizure ratio by
59%
At CloudTalk, the security of our clients data is always top-of-mind. Our team follows recommendations established by security standards, like ISO 27001/27002. CloudTalk is alos GDPR compliant. All our customers’ data are partitioned and all our on-site data centers are monitored 24/7 to ensure that they cannot be accessed by other clients or unauthorized persons.
The CloudTalk team has gone to great lengths to establish a strong network of telco partners across the globe. The result? Our clients enjoy stable connections with all of their clients, prospects and stakeholders, no matter where in the world they happen to be located. Enjoy high-quality calls with guaranteed latency and minimal jitter.
Seamlessly integrate CloudTalk with your existing CRM or help desk systems, including popular platforms like Salesforce and Zendesk, with just a few clicks. Ensure your agents stay effective with instant access to the right data. If you don’t see your preferred tool on our integration list, connect CloudTalk with your systems via Zapier, Workflow Automation, or API for a customized solution tailored to your unique business needs.
Based on 400+ CloudTalk reviews on 6 independent software marketplaces & platforms
4.4/5 – 260 reviews
4.4/5 – 840 reviews
4.4/5 – 310 reviews
4.5/5 – 260 reviews
"With CloudTalk's Analytics I now get to see every step of the way. We can find discrepancies between our agents and gain a much better understanding of our teams' setup."
Nelly Donnelly Service Delivery Manager
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"CloudTalk improved our team's cost and efficiency. The script feature allows us to lead the calls in a much more systematic way, as well as all the action buttons to trigger actions directly into our backend."
Yohann Bensadoun Global Supply Growth
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"Our call volume tripled in only 2 years, from around 10,000 calls to 30,000 per quarter and with CloudTalk, we can now handle all of this communication easily. It was an excellent choice."
Frederico Lopes Head of Customer Service
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"We have seen a significant increase in our outbound call volume since we started using CloudTalk and we can now reach out to more prospects and customers than ever before."
Elay Sasson Call Center Manager
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Financial institutions need call center software to effectively manage high call volumes and provide exceptional customer service. Call center software can help streamline workflows, automate tasks, and provide real-time data analytics that will help you improve your call center operations.
A financial services call center is a specialized call center that handles customer inquiries related to banking, insurance, investments, and more. These call centers often require software that can handle complex financial transactions, maintain security and compliance standards, and provide a high level of customer service.
Call center software offers a range of benefits for financial institutions, including increased efficiency, improved data management, and enhanced customer experiences. CloudTalk’s call center software offers a variety of features designed specifically for financial institutions, such as secure call recording, PCI-DSS compliance, and real-time analytics.
A financial services call center software can improve customer experience by providing personalized service, reducing wait times, and improving first call resolution (FCR) rates. To achieve these benefits, financial institutions must invest in comprehensive call center training that teaches agents how to make best use of the powerful software tools at their disposal.
Some best practices for training agents at financial services call centers include ongoing coaching and feedback, role-playing exercises, and scenario-based training. Call center managers should also focus on fostering a positive team culture and emphasizing the importance of empathy and active listening in customer interactions.
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