Finance and Insurance
Customers today want efficient financial services with personalised support – deliver the next-generation experiences your customers expect across all available communication channels.
More than 1200 clients trust Daktela everyday
Daktela solution for you
Secure information, instantly accessible for CX
Our secure solution stores and protects all your customer information. When authorised agents are connected to a customer, they instantly have the complete interaction history to understand and resolve issues quickly.
AI with a Human Touch
Let customers self-serve common queries and processes quickly with artificial intelligence and automation. Whenever the need arises, they are given the option to connect with live assistance.
Save time and increase productivity with proactive outbound calling
Set up outbound campaigns using manual, preview, Robotic or predictive dialling modes. If required, you can also add a web-based call script to guide agents on the call,
Give your customers the freedom of choice
Engage with your customers on the channels most convenient for them and continue your conversation wherever they go next. From email and web chat to voice and video, your agents will always have the full picture with a complete interaction history for every customer.
Consolidated customer data
There’s no need to switch between tools to get further information or customer data. Everything is consolidated in one secure platform and specific alerts can also be set to highlight any critical account notifications.
Set up quick important alerts
Quickly and easily share important information with different sets of customers simultaneously with bulk SMS text messaging.
Contact us and find out how Daktela can help you.
