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Secure a Spotless CX
Earn full trust of your clients, partners and policy holders. Act as a local abroad with 160+ international numbers, saveguard sensitive financial details, and ensure exceptional CX.
Trusted by 4,000+ companies worldwide
We Pave Your Path to Success
Keep All Your Data Safe
Decrease security risks with protocols like STIR/SHAKEN and features like Single Sign-On.
Build Trust Worldwide
Empower your global operations with 160+ international numbers. Call as a local globally.
Unify Data Via Integrations
Integrate with tools like HubSpot and Salesforce unify data, grow efficiency, and avoid errors.
Enhance Data Security
In Finance, security breaches can be business-threatening. Our 24/7 security team protects your data with login procedures, multi-factor authentication, and regular software updates. The software also complies with key industry regulations like STIR/SHAKEN and GDPR.
I wasn’t afraid of switching to CloudTalk at all. I would definitely recommend this software because I think CloudTalk has a true startup mindset. It’s easy to change things, always evolving, always proposing new solutions.
Strengthen Credibility Abroad
Utilize 160+ local numbers to seamlessly connect with customers worldwide, eliminating concerns of fraud associated with international calls. Enhance global presence and credibility by ensuring each interaction is seen as local and trustworthy.
Before we started using CloudTalk, we had to use a single phone number, and people didn’t answer unknown phone numbers from abroad. That slowed us down. Before, we barely got 7,000 calls per year. Today, using 35 international numbers, it’s almost 120,000. The number of our clients also keeps rapidly increasing.
Improve CX by Unifying Data
Make sure customers can always trust you. Integrate CloudTalk with 3rd party software to automate data synchronization, elevate efficiency, and improve customer experiences. Prevent errors by having all data conveniently accessible in one unified platform.
CloudTalk’s integration with other business tools such as CRM and helpdesk software enhances the user experience by providing a seamless workflow for customer interactions.
Plans worth every dollar
Get Top-level 24/7 Support
Get your issue addressed within seconds. Our support is active 24 hours a day, 7 days a week, with <1 minute response rate.
Start Calling in Minutes
Easily set up, use, and administer your inbound call center software. Get it up and running in no time – IT support is needed.
See Instant ROI
Improve efficiency and get a quick return on investment. Thanks to 100+ productivity-boosting features, you’ll meet all your goals.
Related Content
FAQs
Why Do Financial Institutions Need to Call Center Software?
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.
What is a Financial Services Call Center?
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.
What are the Benefits of Call Center Software for Financial Services?
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.
How Does Financial Services Call Center Software Improve Customer Experience?
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.
What are the Best Practices for Training Agents at Financial Services Call Centers?
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.
CloudTalk is a data-driven solution for exceptional customer experience and intelligence is a key part of it.
Schedule a demo today and find out for yourself.