- Solutions
- Solutions primary
- Integrations
- Integrations primary
- MOST POPULAR
- first column
- second column
- NEW
- first column
- second column
- MOST POPULAR
- Integrations primary
IT & Operations
Sales
Customer support
Company-wide
Software & Tech
Financial Services
Professional services
Education & E-learning
Remote teams
Business phone system
Calling for HubSpot
Small businesses
Medium & Large businesses
Zendesk
Pipedrive
Plecto
Salesloft
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
Starter
$25
$34
/ month
Per user/month. Billed annually.
Per user/month. Billed monthly.
What’s included?
- Unlimited inbound & intracompany calls
Free inbound calling is unavailable for toll-free numbers & some high-cost countries.
- International numbers (160+ countries)
- Softphone for desktop, iOS, Android
- Call recording
- Click to call, Automated call distribution & Unlimited call queuing
- Email & Chat support
- Unlimited domestic calling within US & Canada
Domestic minutes apply to calls within the US and Canada. Contact us to apply.
- Unlimited inbound & intracompany calls
Free inbound calling is unavailable for toll-free numbers & some high-cost countries.
- International numbers (160+ countries)
- Softphone for desktop, iOS, Android
- Call recording
- Click to call, Automated call distribution & Unlimited call queuing
- Email & Chat support
- 500 outbound minutes per user/month domestic
Domestic minutes apply to calls within Austria, Czech Republic, France, Germany, Hungary, Italy, Netherlands, Slovakia, Spain, or the United Kingdom. Contact us to apply.
- Unlimited inbound & intracompany calls
Free inbound calling is unavailable for toll-free numbers & some high-cost countries.
- International numbers (160+ countries)
- Softphone for desktop, iOS, Android
- Call recording
- Click to call, Automated call distribution & Unlimited call queuing
- Email & Chat support
Essential
$30
$39
/ month
Per user/month. Billed annually.
Per user/month. Billed monthly.
What’s included?
- All Starter features, plus…
- 24/7 live human support
- Advanced real-time analytics with unlimited history
- Integrations to other systems & API
- IVR, Skill-based routing, AI Smart queueing
- Global SMS / MMS messages
- Unlimited concurrent calls
- Workflow Automation
- All Starter features, plus…
- Unlimited domestic calling within US & Canada
Domestic minutes apply to calls within the US and Canada. Contact us to apply.
- 24/7 live human support
- Advanced real-time analytics with unlimited history
- Integrations to other systems & API
- IVR, Skill-based routing, AI Smart queueing
- Global SMS / MMS messages
- Unlimited concurrent calls
- Workflow Automation
- All Starter features, plus…
- 1,000 outbound minutes per user/month domestic
Domestic minutes apply to calls within Austria, Czech Republic, France, Germany, Hungary, Italy, Netherlands, Slovakia, Spain, or the United Kingdom. Contact us to apply.
- 24/7 live human support
- Advanced real-time analytics with unlimited history
- Integrations to other systems & API
- IVR, Skill-based routing, AI Smart queueing
- Global SMS / MMS messages
- Unlimited concurrent calls
- Workflow Automation
Popular
Expert
$50
$69
/ month
Per user/month. Billed annually.
Per user/month. Billed monthly.
What’s included?
- All Essential features, plus…
- 24/7 live agent support (incl. phone)
- Salesforce integrations
- Advanced support features
Including Smart detection of resolved missed calls, Callback, VIP Queues and many others
- Advanced sales features (Power dialer, Smart dialer)
- Live call monitoring & wallboards
- Mandatory call tagging
- Single Sign-On (SSO)
- All Essential features, plus…
- Unlimited domestic calling within US & Canada
Domestic minutes apply to calls within the US and Canada. Contact us to apply.
- 24/7 live agent support (incl. phone)
- Salesforce integrations
- Advanced support features
Including Smart detection of resolved missed calls, Callback, VIP Queues and many others
- Advanced sales features (Power dialer, Smart dialer)
- Live call monitoring & wallboards
- Mandatory call tagging
- Single Sign-On (SSO)
- All Essential features, plus…
- Unlimited outbound calls domestic (landline and mobile)
Domestic minutes apply to calls within Austria, Czech Republic, France, Germany, Hungary, Italy, Netherlands, Slovakia, Spain, or the United Kingdom. Contact us to apply.
- 24/7 live agent support (incl. phone)
- Salesforce integrations
- Advanced support features
Including Smart detection of resolved missed calls, Callback, VIP Queues and many others
- Advanced sales features (Power dialer, Smart dialer)
- Live call monitoring & wallboards
- Mandatory call tagging
- Single Sign-On (SSO)
Custom
Contact us
for tailor-made offer
What’s included?
- All Expert features, plus…
- Unlimited worldwide call packages
- Custom onboarding & Priority support
- Custom reporting
- Enterprise-level security
- Developer support
- SLA
- All Expert features, plus…
- Unlimited worldwide call packages
- Custom onboarding & Priority support
- Custom reporting
- Enterprise-level security
- Developer support
- SLA
- All Expert features, plus…
- Unlimited worldwide call packages
- Custom onboarding & Priority support
- Custom reporting
- Enterprise-level security
- Developer support
- SLA
AI Conversation
Intelligence
$19
$19
/ month
Early bird price per agent/month.
Early bird price per agent/month.
What’s included?
- Topic Extraction
- Call Transcription
- Automatic Summaries & Tags
- Talk/Listen Ratio
- Sentiment Analysis
- Trending Topics Coming Soon
- Transcript Keyword Search Coming Soon
- CRM Integration Coming Soon
- Keyword Monitoring Coming Soon
- Call Scoring Coming Soon
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.
"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
See customer story
"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
See customer story
"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
See customer story
"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
See customer story
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.
