The Financial Services & Insurance industry has been changed forever. 2020 has vastly accelerated financial services and insurance firms digital requirements. Talkdesk provides a complete end-to-end contact center solution that brings intelligence to the forefront, helping wealth managers, banks, insurance firms, payment servicers and fintechs streamline service operations to deliver seamless client & policy holder experiences.
Were you given the rare opportunity to distribute PPP funds to small businesses in need? Checkout our solution on how large banks, credit unions, and even fintechs can use Talkdesk’s Small Business Lending solution to streamline the lending process and deliver a seamless borrower experience.
The global pandemic has led to increasingly low interest rates. Responding to clients in a timely manner has never been more important. Loan origination has increased YoY 111%. Explore Talkdesk for Banking to:
With major restrictions to normal-day worklife, it’s more important than ever for insurance firms to be there for policyholders and deliver a seamless experience, while also ensuring they’re protected from future potential risk. Explore Talkdesk for Insurance to:
The dynamic payments industry continues to expand and evolve, with digital payment vehicles and transaction volumes growing across the globe. Explore Talkdesk for Payments & Fintech to:
As a Wealth Manager, you’re now serving a new generation of investors with a new outlook on financial management. Your investors have increased expectations for transparency and digital transactions. Explore Talkdesk for Wealth Management to:
Use conversational bots to handle common questions such as promotions, exchange rate or branch locations.
Proactively provide agents with relevant information, such as claims status or refinancing rates, based on stated client needs and optimized outcome.
Capture every call so you can monitor service quality, improve employee performance, reduce fraud and resolve disputes.
With over 30 compliance certifications, including PCI and GDPR, Talkdesk has the most comprehensive set of company security standards in the industry.
Talk desk is a great tool for our company. Customer service is always available and ready to help. We are able to manage the calls easily with the friendly and adjustable dashboard. Reporting is good but confusing at times since many of the different filters can mean different things.
I think that Talkdesk is brilliant for a lot of reasons. I love how easy it is to access information and listen to phone calls as that helps with our Quality Assurance. I have found, however, that the sound quality can be a bit sketchy but if I turn my phone to airplane mode it can really help!
Talkdesk is perfect for your customer services team. Great management tools and functionality does ensure workflow is evenly distributed across your team. The dashboard shows great performance metrics great for analysis and performance management. Very easy to use. Highly recommend
Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.