Deliver personalized, intelligent, and secure engagements across voice and digital channels.

Solutions | FINANCIAL SERVICES & INSURANCE

Transform client experiences. Build customer loyalty.

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Financial Services Experience Cloud

Banking

Insurance

Financial Services & Insurance

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Talkdesk Financial Services Experience Cloud™ is an entirely new way to reimagine the banking and insurance experience with seamless, secure, and digital-first customer journeys.

Evolve contact centers to embrace the future of banking and insurance.

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Responding to clients in a timely manner has never been more important.
Explore how Talkdesk can help you service your clients 24/7/365, leveraging digital channels throughout the buying journey.

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Help frontline employees support customers, streamline requests with real-time intelligence, and accelerate claim cycles—while safe-guarding customers from future potential risks.

Quickly address clients&#8217; needs from any remote environment. Intelligently prioritize and automate proactive outreach to clients with outstanding payments. Deliver transparency and protect all your transaction data with rigorous data security standards.

Process transactions rapidly with  Payments & Fintech.

Support your clients virtually by providing agents with a connected view of every interaction. Retain client trust by delivering transparency through proactive and digital financial management and maintaining regulatory standards.

The interface of the application its great for monitoring and handling all agents to improve productivity in real time.

Overall it is a good tool, it covers the basics, good reporting, good coverage, ease of use and it is pretty reliable, in the 18 months that we have used it, it has never failed.

The call quality is great. Talkdesk offers great integration options, all our required systems are integrated into TD natively.

Talkdesk is great for a Sales Organization that has to be on the phone all the time. Also, if you use Salesforce it is amazing that it can link calls straight to their account.

Talkdesk allows our company to call clients, track and record phone calls, and access voicemails using one platform. It also links with Salesforce to record data which is useful for tracking of daily calls. Having the ability to conduct conference calls and transfer calls also provides benefits other services may not offer.

Talkdesk is well suited to creating reports like the agent status report that shows the breakdown of the activities being performed by a team member. It helps determine whether the team member is trying to avoid his/her responsibilities or not.

The Talkdesk support team does an amazing job making sure issues are solved timely and requests are fulfilled in the best way.

It's suited when you want to route calls with different priorities, and when your customer service demands agents with different skills. Using the salesforce data dip we can quickly identify the type of client calling and assign a specific team to answer them or give them a higher priority on the waiting queue.

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Future of Fintech

Emerging technologies and the rise of client experience (CX) in financial services

3 Transformative Banking trends and what they’ll mean for customer experience in 2022

Getting the most value out of policyholder experience

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Thanks - the Talkdesk Team.

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Talkdesk for Financial Services is cloud contact center software that helps you deepen customer relationships through digital transformation.

Transform client experiences. Build customer loyalty.

Evolve contact centers to embrace the future of banking and insurance.

Reimagine banking.

Modernize insurance.

Process transactions rapidly with Payments & Fintech.

Redefining wealth management.

Hear why our customers love Talkdesk.