Financial Services
Accelerate transformation and inspire customer trust with an end-to-end Salesforce voice solution.
Trusted by These Brands
Compliant, Secure, Streamlined Voice
You need a single source of truth to deliver consistent service across your organization. That’s why so many financial services companies rely on platforms like Salesforce. Natterbox brings the power of voice to the world’s #1 CRM, to help financial institutions deliver personalized service at scale, using a secure and compliant telephony platform built exclusively for Salesforce.
Financial Services Product UI
Build trust & loyalty
Delight your customers by exceeding their expectations with personalized experiences, on every call. Automatically direct callers to the best-fit expert and reduce long wait times with dynamic routing. Provide self-service options by building simple, guided IVR workflows based on any data point in Salesforce.
Increase employee effectiveness
Equip your sales and contact center teams with productivity features that remove the need for manual admin. Calls are automatically logged to the relevant Salesforce record, with live note taking and screen pops of customer information is displayed in front of you so you know who’s calling in and why.
Ensure regulatory compliance
Meet compliance regulations using attended or automated IVR consent and customizable recording alerts. Automatically record calls and store them securely in our ISO27001:2013 certified cloud infrastructure. Pause and resume recordings to remove sensitive data from conversations with your customers. And use speech analytics to track all compliance keywords and phrases to identify any risks and safeguard against costly fines.
Provide quality assurance & training
Take the guesswork out of quality assurance and make it easy for managers to provide actionable feedback directly against any Salesforce record. Offer real-time call coaching with listen-in, playback call recordings in Salesforce, as well as monitoring specific keywords to identify calls that require attention so you can drive continuous improvement across your organization.
See Why Our Customers Love Natterbox
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Natterbox gives us the ability to add call results to any record along with a great set of managerial functionality, with next level support in the setting up, porting and onboarding.
David Smith
CRM Manager
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Our business requires us to route calls to specific agent tiers using a waterfall method, and Natterbox has allowed us to do that while providing full visibility into the data because it’s fully integrated with Salesforce.
Geoff Duncan
VP of Marketing
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We have been using Natterbox solution for 2 years and I can say that not only is this a great solution from the technical perspective but also Natterbox people will support you in transition and maintenance like no other company.
Michal Kosmala
Salesforce Product Owner
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Where they shine is in their support and service offering. We don’t have modern telephony infrastructure but the team worked with us to make sure their solution could fit over the top, and everything was working as we’d like.
Ben Taylor
IT Design Team Leader
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From technical point of view it’s a great solution – flexible, easy to implement and native integration with SF brings IVR service to the next level – it saves time when using built-in automation and improves customer satisfaction by personalised routings.
Kamil Werlaty
Salesforce Technical Lead
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Speed of execution is paramount to success as a global Forex and CFD provider. Natterbox was able to unify our offices and simplify telecoms supply across our Australian, UK, Thailand, USA and German operations 100% through Salesforce.
Mitchell Walls
Head of Sales
Let’s Get Started
Want to learn more about why industry leaders around the world trust Natterbox as their cloud telephony provider? If you’re ready to leverage the power of Natterbox to transform your financial services operations, let’s talk.
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