Finance and Insurance
Customers today want efficient financial services with personalized support. We enable you to deliver 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 customer information. When authorized agents are connected to a customer, they instantly have the complete interaction history so they can understand and resolve issues quickly.
AI with a Human Touch
Customers can self-serve common queries and processes quickly with artificial intelligence and automation. Whenever they need to, 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 dialing modes. If needed, you can also add a web-based call script to guide agents on the call.
Give your customers freedom of choice
Engage with your customers on the channels that are 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, including a complete interaction history for every customer.
Consolidated customer data
It’s not necessary to switch between tools to get further information or customer data. Everything is consolidated in one secure platform and specific alerts can be set to highlight any critical account notifications.
Contact us and find out more about how Daktela can help you.
