FINANCE

Boost loyalty with secure, reliable, tailored communication

Digitalisation lets people manage banking tasks instantly online

Talk to an expert
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
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
Our customers come first. Daktela provides a secure, scalable, and cost-effective solution, supporting new channels like SMS and WhatsApp while enabling hybrid work for our team.
Ciaran O’Toole
Golden Charter
Již více než 8 let se spoléháme na řešení společnosti Daktela. Každý den je používá více než 1 000 našich agentů, což nám umožňuje poskytovat našim klientům špičkové služby.
Petr Studnička
Conectart
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 Daktela omnichannel megoldása lehetővé tette a nagy mennyiségű ügyfélmegkeresés hatékony kezelését. A rugalmasság és automata elosztás javította válaszadási mutatóinkat.
Berecz Samira
Árukereső.hu
Głównym powodem wdrożenia omnichannel była potrzeba kompleksowego narzędzia, które upraszcza komunikację, zwiększa efektywność i usprawnia działanie contact center.
Peter Minich
Muziker
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
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
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
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 comunicarea și gestionarea interacțiunilor, redus timpul de răspuns și crescut satisfacția clienților, consolidând relațiile pe termen lung.
Roxana Popa
Klap
Rýchlejšie odpovede a presvedčivý chatbot zvýšili spokojnosť a dôveru zákazníkov, čo potvrdzuje pozitívny feedback.
Roman Šnírer
eTabletka
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
Naše stranke so prioriteta. Daktela ponuja varno, zanesljivo in stroškovno učinkovito rešitev, ki podpira SMS, WhatsApp in hibridno delo, hkrati pa omogoča enostavno širitev komunikacije.
Ciaran O’Toole
Golden Charter
Z družbo Daktela smo zelo zadovoljni. Izpolnili so naša pričakovanja in pridobili smo zanesljivega partnerja za upravljanje podpore strankam, ki nam bo pomagal pri nadaljnji rasti.
Filip Fürek
Powerlogy
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