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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 & policyholder experiences.
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:
Connect with clients — and acquire new ones — in real time, on the channels they prefer.
Use conversational bots to handle common questions such as promotions, exchange rate or branch locations.
Let customers manage accounts and process transactions by phone — all without an agent.
Collect data from the customer journey — such as branches, contact centers, and digital banking touchpoints — to match customers with best-fit advisors.
Proactively provide agents with relevant information, such as claims status or refinancing rates, based on stated client needs and optimized outcome.
Unify the data in your CRM, website, payment networks, and management systems for a complete view of every client. Talkdesk integrates with ease to connect the financial experience.
Manage real-time KPIs with dashboards and reports you can tailor to your needs. Easily identify coaching opportunities to reduce risk and improve service.
Capture every call so you can monitor service quality, improve employee performance, reduce fraud and resolve disputes.
Use AI to analyze financial holdings and history to uncover predictive opportunities to sell services and products.
Proactively send banking statements, new promotions, fraud alerts and financial advice to keep clients informed and engaged.
Easily integrate across delivery channels, from first interaction to last transaction. Choose from over 50 integrations or extend our platform to build the perfect contact center solution.
Expand customer service across global locations. Agents have the flexibility to work from anywhere, using Talkdesk on their home computer, mobile phone or tablet.
Modernize workforce management with AI-driven forecasts that accurately anticipate staffing needs and generate corresponding schedules.
With over 30 compliance certifications, including PCI and GDPR, Talkdesk has the most comprehensive set of company security standards in the industry.
Our platform supports SAML, single sign-on, and multi-factor authentication, combined with granular authorization controls.
Stay in control of compliance. Choose from public, private and hybrid options that put you in complete control of your data.
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Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.
