FINANCE

Boost loyalty with secure, reliable, tailored communication

Digitalisation lets people manage banking tasks instantly online

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Trusted by industry leaders
Samsung - client of DaktelaAlensa - client of DaktelaBlue Cross - client of DaktelaPPL - client of DaktelaSeznam.cz - client of Daktela

Powerful features that stream

Your Business

24/7 Support
Access round-the-clock support via phone, email, and chat, automatically. Our highly qualified technical support is available in 8 languages.
Native Omnichannel
Engage customers on their preferred channels—phone, email, or social media—while keeping a complete history in one organized thread.
Flexibility and Scalability
Select only the channels you require. As your company grows, Daktela will grow with you and adjust to your evolving needs.
All the essential features for working secure and productively
Security as Our Number One Priority
Data is the most valuable thing that companies have today. At the same time, they are increasingly dependent on information and its reliable processing.
Daktela Security
AI Illustration
AI Illustration
AI Illustration
Automate with Artificial Intelligence
Automate repetitive queries with our powerful AI tools by integrating Daktela with your e-commerce system, enabling an assistant capable of managing unlimited customer inquiries simultaneously.
Daktela AI
Fast-track routing
Daktela identifies callers and connects them to the best agent, eliminating unnecessary call forwarding.
Call steering
Customer Connection
Digital transformation has radically altered the way individuals communicate with banks.
Omnichannel
Don’t take our word for it, look what our clients have to say
With rapid e-shop growth, we chose Daktela for communication control. The Christmas rush proved the value of early optimization. Daktela is now key to our customer care.
Peter Minich
Muziker
Moving from multiple inherited tools to a unified system has significantly improved our call flow management, making operations more efficient and ensuring greater operational resilience.
Craig Smith
EMED Group
We have worked with Daktela for over 15 years. They have helped us grow our customer base and improve our communications.
Ludmila Foltýnová
NOTINO
Se společností Daktela spolupracujeme již více než 15 let. Díky jejich řešení jsme zefektivnili komunikaci, rozšířili zákaznickou základnu a zlepšili celkovou kvalitu zákaznické podpory.
Jaroslav Raboch
Benefit Plus
Pénzügyi szolgáltatóként fontos az adatbiztonság és gyors reagálás. A Daktela ezeket biztosítja, és analitikai eszközeivel folyamatosan optimalizálhatjuk ügyfélszolgálati folyamatainkat.
Katalin Héjja-Poszler
Barion Payment Zrt.
A Leziter az online vásárlói bizalom és stratégiai döntések révén növelte bevételeit. A hatékonyabb munkavégzés érdekében bevezették a Daktelát, amelyet most minden részleg használ.
Attila Kőszegi
Leziter
Chatbot AI znacznie zmniejszył liczbę zapytań dla operatorów, co pozwoliło zaoszczędzić zasoby jednego etatu – bez skomplikowanej integracji, naturalnie i automatycznie.
Jan Vepřek
CETIN
Jesteśmy bardzo zadowoleni z firmy Daktela. Spełniła ona nasze oczekiwania i zyskaliśmy niezawodnego partnera do zarządzania obsługą klienta, co pomoże nam w dalszym rozwoju.
Filip Fürek
Powerlogy
AI četbot nam je pomogao da smanjimo broj upita za operatere i uštedimo kapacitet jednog radnog mesta – bez složene integracije, prirodno i automatski.
Jan Vepřek
CETIN
Veoma smo zadovoljni Daktelom. Ispunili su naša očekivanja. Dobili smo pouzdanog partnera za upravljanje našom korisničkom podrškom, što će nam pomoći u daljem rastu.
Filip Fürek
Powerlogy
Colaborarea cu Daktela a adus soluții eficiente, optimizând comunicarea, personalizarea ofertelor și gestionarea solicitărilor prin modulele Voce, Ticketing, WebChat și social media.
Raluca Vasile
Roxy Travel
Implementarea Daktela a optimizat gestionarea apelurilor și relațiile cu clienții, crescând eficiența și succesul. Sistemul integrat susține obiectivele noastre și relațiile pe termen lung.
Camelia Roșoga
VITAS
AI chatbot znížil počet dopytov pre operátorov a ušetril kapacitu jedného úväzku – bez zložitej integrácie, prirodzene a automaticky.
Jan Vepřek
CETIN
S Daktelou sme veľmi spokojní. Naplnili sa naše očakávania a získali sme spoľahlivého partnera pre manažment našej zákazníckej podpory, čo nám pomôže v ďalšom raste.
Filip Fürek
Powerlogy
Učinkovitost 11-članske ekipe za pomoč strankam je zdaj enostavno meriti in optimizirati s poročanjem. Daktela je nadomestila prej ločene sisteme in združila vse v eno rešitev.
Attila Kőszegi
Leziter
AI klepetalnik je zmanjšal število poizvedb za operaterje in nam prihranil zmogljivost enega delovnega mesta – brez zapletene integracije, naravno in samodejno.
Jan Vepřek
CETIN
Seamlessly Integrate Your Helpdesk
Daktela integrate Google
Daktela integrate Shoptet
Daktela integrate Microsoft Active Directory
Daktela integrate Salesforce
Daktela integrate Hubspot
Daktela integrate Pohoda
All Integrations

Frequently Asked Questions – Finance & Insurance

Daktela centralizes voice, email, chat, SMS, social media and WhatsApp into a secure omni-channel platform, all with full audit logs and encryption to meet regulatory requirements for financial services.

Yes. Through open APIs and connectors, Daktela can integrate with core banking, claims management systems, underwriting tools and CRMs, enabling data synchronization and context-aware agent workflows.

With full audit logging, role-based access, encryption, and secure storage, Daktela supports compliance with GDPR, PCI, and other financial regulations. You can also enforce policies, session recordings and restricted permissions.

Yes. Agents see the full history of the customer across all channels in one thread—voice, email, chat, social, SMS—so transitions between communication modes are seamless and context is never lost.

Daktela includes dashboards and wallboards for call/email/chat/SMS volumes, SLA performance, channel mix, agent metrics, compliance trends, and queue backlogs. Custom report building and export also available for financial KPI tracking.

Daktela supports enterprise-grade security: SSO (OAuth 2.0, Entra ID), role-based access control, audit trails, encryption (in transit & at rest), and full GDPR compliance. Ideal for sensitive data environments.

You can pilot core channels fast—voice, chat, mail. Then extend into automations, AI, compliance workflows and system integrations. Start with a free 14-day trial or schedule a demo tailored to financial & insurance workflows.

Experience Daktela free for 14 days
Request a free demo