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Solutions | FINANCIAL SERVICES & INSURANCE

Transform client experiences. Build customer loyalty.

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

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

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.

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Financial Services Elevate Your Client Experience Strategy

Reimagine banking.

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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Financial Services Revolutionize Insurance

Modernize insurance.

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

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Financial Services Process Transactions Rapid With Payments Fintech

Process transactions rapidly with Payments & Fintech.

Quickly address clients’ 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.

Financial Services Redefining Wealth Management

Redefining wealth management.

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.

Hear why our customers love Talkdesk.

Rated 8 out of 10 based on 658 reviews and ratings onTrustRadius logo

1 star2 star3 star4 star5 star

Talkdesk has really helped with making work simpler and easier to complete, not only am I happy with how it assists me with getting my work completed in an orderly form but I am able to provide fast and sufficient service to my customers which will result in a better work avenue.

Siphelele Nxumalo

1 star2 star3 star4 star5 star

It is easy to use, it works as a great source of communication between agents and customers. It has features that are straight to the point and are easily remembered.

Andile Nxumalo

1 star2 star3 star4 star5 star

In my organization, we used Talkdesk as an auto-dialer and reporting system. It's used to make and take customer calls and to report productivity and quality management. It allows easy access to quick live and historical data, allowing us to monitor and track organizational performance.

Sakhephi Sokhela

1 star2 star3 star4 star5 star

I can schedule callbacks and rep up a call by adding a summary of what I and the customer spoke about. It is one of the best communication and telephonic tools for a workplace. As an employee, I can also check my progress when being coached about my work performance. The Talkdesk also records calls.

Nokwazi Mavundla

1 star2 star3 star4 star5 star

Talkdesk is helpful because we use it to receive calls in our BPO. Not only do we track live ques and statuses from agents, but we also receive feedback from our assessors through the talk desk as well as coaching, and it also stores customer contact data; I can track all my calls, and It records all the calls so we can come back to review them. You can also listen live and track your daily productivity.

Nontobeko Mkhize

1 star2 star3 star4 star5 star

Talkdesk is very useful in many ways. It helps improve our selling points, rectify mistakes, you know where you lack and can see your markings and ratings, give surveys to upskill us, and make sure our job is done correctly

Nokuzola Vilakazi

1 star2 star3 star4 star5 star

Talkdesk is efficient and provides value in live reporting whilst storing historic data which can be used to plan effectively and analyse data where needed

Keith Rambharose

1 star2 star3 star4 star5 star

Talkdesk has been phenomenal in terms of efficiency, reliability, and making sure to update any slagging that we might face with the platform.

Sam Radebe

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