Financial Services & Insurance

Talkdesk for Financial Services & Insurance is a modern cloud contact center solution that delivers streamlined, efficient client and policyholder experiences.

Ensuring Client Loyalty

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.

Small Business Lending

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.

Reimagine Banking

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:

  • Develop a virtual workforce to service your clients 24/7/365.
  • Prioritize serving your clients by leveraging digital channels throughout the buying journey. 
  • Engage with clients in their preferred communication channel.
  • Maintain regulatory standards while working in the new-normal.

Revolutionize Insurance

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:

  • Allow your agents to remotely support policyholders.
  • Streamline policyholder requests rapidly with real-time intelligence.
  • Accelerate claim cycles with a 360 degree view of the policyholder.
  • Protect policyholder data with 30+ enterprise-grade security certifications

Process Transactions Rapidly with Payments & Fintech

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:

  • Allow agents to quickly address clients needs from any remote environment.
  • Intelligently prioritize and automate proactive outreach to clients with outstanding payments.
  • Deliver transparency with an end-to-end digital client journey. 
  • Protect all your transaction data with rigorous data security standards.

Redefining Wealth Management

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:

  • Allow your advisors and reps to support your clients virtually.  
  • Provide agents with a connected view of every interaction with each client.
  • Retain client trust by delivering transparency through proactive and digital financial management.
  • Maintain regulatory standards while working in the new-normal.

Leading Financial Services & Insurance Firms Leverage Talkdesk to Reimagine CX

Everything You Need to Improve the Customer Experience

Online Self-Service

Use conversational bots to handle common questions such as promotions, exchange rate or branch locations.

Agent Assist

Proactively provide agents with relevant information, such as claims status or refinancing rates, based on stated client needs and optimized outcome.

Call Recording

Capture every call so you can monitor service quality, improve employee performance, reduce fraud and resolve disputes.

PCI Compliant & More

With over 30 compliance certifications, including PCI and GDPR, Talkdesk has the most comprehensive set of company security standards in the industry.

Hear Why Our Customers Love Talkdesk

Rated 4.5 out of 5 based on 784 reviews on

Experience the Cloud Contact Center for Innovative Enterprises

Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.

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