Innovation is table stakes in the new world of financial services. As disruptive competition intensifies, you can either be at the forefront — or be left behind. Talkdesk contact center solutions will transform the ways you connect with clients today — and in the future. Create secure, convenient experiences that promote ease and trust. Whether you’re managing bank accounts, wealth portfolios, loans, mortgages, insurance quotes or claims, Talkdesk makes it possible to extend every customer relationship into life-long loyalty. (And that’s the bottom line.)
Bring the in-branch experience online. Connect with clients, in real time, in the places they prefer — at every stage of their financial journey — to create a uniquely integrated and consistent customer service experience. Talkdesk packages voice and digital channels in one simple solution — so you can offer convenience without sacrificing security.
Knowing your customer is about more than just identity verification and risk reduction — it’s about using the wealth of data you have on each individual to provide better service through personalized, high-touch experiences.
Customers trust you with their financial wellness; don’t put them at risk. Talkdesk takes security seriously. That’s why we have more than 30 certifications and a dedicated team that keeps on the cusp of regulatory compliance.
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.
Open new accounts, check credit scores or manage transfers, directly in the agent interface — all without ever leaving the Talkdesk platform.
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.
Understand how your contact center compares, so you can give competitors a run for their money.
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.
Every call matters. Make a great impression with crystal-clear conversations and unmatched reliability.
Your clients rely on you. And we want you to rely on us. That’s why we strive for perfection. When it comes to availability, you have our guarantee with a 100% uptime SLA.
Talkdesk has made life so much easier! With our recent integration to salesforce, we can now cut down on the amount of documenting we have to do for each account. After a call is placed or received, you can track everything right there and it writes it back to salesforce. There can be a lag on some calls but the pros outweigh the cons!!
Talkdesk has been a great solution for our technical support division! Previously, we were using RingCentral, which just rang all phones at once. The integration with ZenDesk has been super helpful in regards to automatically creating tickets from calls, creating tickets from voicemails, and providing customer information in the tickets once they were added as contacts. The UI of the Callbar is intuitive and very easy to use as well.
After using Talkdesk for over a year as an employee at G4S; I can honestly say that this is the best app I have used to date. I love the features included; which makes everything much better than the average Joe most call centers use. For some or more examples; the Note feature that's included within Talkdesk is very useful; which you don't need to use Word or the Notepad app in order to reserve space. No more saving docs for everyday use within the call center, and definitely reduces clutter between users in the work area. Another feature that I find useful is the Caller ID feature; which users can update during every call. This is very beneficial to G4S when dealing with multiple clients on a daily bases. Two more features that admire are the transfer and conference call feature; which are easy to use when they work, but there are cons between the two. For the conference feature; you're only allowed up to 3 lines per conference which should have more for corporate office and home use. As for the issue with the transfer feature; the calls can get lost in limbo during a blind or warm transfer; which I feel needs a proper patch. Other than those minor cons; Talkdesk is perfect!
I work in Customer Service, where I receive inbound and make outbound phone calls. Before TalkDesk, we were using another calling system that made everything extremely difficult.There were several times where calls were dropped, the sound quality was awful, or the platform did not work! We then switched to TalkDesk, the transition was so smooth and the platform was perfect! When you use TalkDesk, the sound quality is amazing, calls are almost never dropped, and it makes our job 1 million times easier. When using TalkDesk, I highly recommend using the TalkDesk Callbar, a desktop extension that is an amazing tool with TalkDesk. The TalkDesk callbar is highly optimized to make the call every call, so simple and quick. The callbar makes transferring calls, placing customers on hold, and documenting calls so easy! The TalkDesk platform is so simple and easy to use. The setup process everyday for TalkDesk at most will take 30 seconds. All you do is plug in your headset, log in and begin making/taking phone calls. With the TalkDesk platform being so simple, easy to use, and inexpensive, I recommend for any business to use TalkDesk to make all of your calls really efficient and to have to ultimate customer service experience! -Jeffrey K
Talkdesk has provided us a great level support when it comes to migration + setup from our previous vendor. Overall the level of customization + clean UI is the best I've seen. Not to mention they have Talkdesk academy which also helps you learn the platform before switching over
Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.