Press Release

Advisors Excel chooses Talkdesk cloud to support 700 agents immediately with significant expansion plans in 2020

Talkdesk cloud scalability to support growth, flexibility for work-from-home agents and seamless integration with Salesforce motivates Advisors Excel choice 

  • Advisors Excel moves from on-premises platform to Talkdesk cloud solutions
  • Key factors include scalability for growth and flexibility to allow agents to work from home
  • Leading financial and wealth management firm selects scalable Talkdesk cloud solutions to support its aggressive growth plans

SAN FRANCISCO – April 7, 2020 – Talkdesk®, Inc., the cloud contact center for innovative enterprises, today announced Advisors Excel® selected Talkdesk to power its customer service operations. Frustrated by the inability of their legacy, on-premises system to scale with the company’s significant growth, Advisors Excel chose Talkdesk Enterprise Cloud Contact Center™ to set themselves apart through superior customer experience. Advisors Excel will immediately move 700 agents onto Talkdesk with plans to grow by nearly 4x in 2020.

“Flexibility and the power to scale services up and down as business needs change is a core component of Talkdesk and exclusive to our cloud-native architecture,” said Tiago Paiva, chief executive officer, Talkdesk. “Talkdesk offers customer service organizations a simple and easy path to customize their contact center using clicks, not code, and instantly bring new agents online, including remote agents in any location, to seamlessly meet their customers’ expectations.”

As Advisors Excel quickly gained traction and experienced rapid growth, its customer service abilities were handicapped by a rigid, premises-based system that was too costly and time-consuming to customize. A poor user interface, weak reporting and screen pop reliability issues motivated them to explore other contact center solutions. Talkdesk’s strong integration with Salesforce reliably and automatically displays account information to agents, allowing them to focus on the caller, and provide fast and effective customer service. With Talkdesk for Salesforce, tickets are automatically logged with all relevant call data attached, reducing after-call-work and improving the overall efficiency of Advisors Excel customer service operations.

“Talkdesk’s commitment to innovation and development philosophy stood out to us, making it clear that Talkdesk was the right partner to advance and future-proof our customer service operations,” said Jared Arnold, chief information officer, Advisors Excel. “The flexibility of Talkdesk cloud solutions allowed us to make a significant shift during implementation and enable dozens of our agents to work from home, to support social distancing during the coronavirus pandemic. We are very excited for the future with Talkdesk as our customer service solutions provider.”

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About Talkdesk

Talkdesk® is the cloud contact center for the customer-obsessed. Combining enterprise performance with consumer simplicity, Talkdesk easily adapts to the evolving needs of support and sales teams and their end-customers, resulting in higher customer satisfaction, productivity and cost savings. Over 1,800 innovative companies around the world, including IBM, Acxiom, 2U, Trivago and Peloton, rely on Talkdesk to make customer experience their competitive advantage. Learn more and request a demo at

Talkdesk is a registered trademark of Talkdesk, Inc. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.  

Media Contacts:

Gavin Gustafson

[email protected] 

(801) 560-0073