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Financial Services & Insurance

Reimagine banking.

Talkdesk provides banks an opportunity to accelerate their digital strategy resulting in streamlined lending, automated banking, and an optimized omnichannel experience to regain clients’ trust.

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Financial Services & Insurance
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Reimagine Banking Experience

Accelerate digital banking.

A seamless client experience requires digital options. Harness technology to rapidly incorporate, AI, chatbots, upgrade self-service capabilities, and provide a modern digital experience.

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Streamline digital lending.

Shorten the average time to close a loan and accelerate loan cycles through improved and connected omnichannel communications engagement.

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Supercharge Your Digital Strategy

Banking on-the-go.

Sell, service and assist clients efficiently and securely—on any channel—while enabling agents to work remotely permanently.

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Transform Banking With Automation

Delivering the banking ecosystem.

Connect to new partners and adjacent providers through a central hub to deliver optimal communications engagement for banking clients including investments, FX, utilities, travel, and shopping.

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Everything banks need to improve the client experience.

Voice and omnichannel

Maximize caller satisfaction with exceptional call quality, and seamlessly engage with customers across 10+ digital channels.

Routing and IVR Studio

Route inbound contacts to agents based on caller data, IVR selection, business hours, and agent skills. Using clicks, not code.

Analytics & Insights

Monitor and react to real-time insights with Talkdesk Live™, and build powerful, customizable business intelligence dashboards with Talkdesk Explore™.

Workforce Management

Leverage artificial intelligence to accurately forecast customer demand and automate scheduling for greater operational efficiency.

Quality Management

Efficiently evaluate agent interactions and provide the actionable feedback they need to deliver an exceptional customer experience.

Talkdesk Guardian

Take control of your security management to effectively mitigate the risk of insider threats, fraud, identity theft, and privacy-related breaches.

Screen and Call Recording

Synchronized playback of voice and screen recordings provides the context you need to holistically evaluate customer interactions and ensure compliance.

Talkdesk CXTalent

Hire Talkdesk-certified omnichannel contact center agents, supervisors, managers, and system admins that are ready to hit the ground running.

Script adherence monitoring

Automatically alert agents if entered or spoken information doesn’t match the conversation script and suggest corrections.

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