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Financial Services

Accelerate transformation and inspire customer trust with an end-to-end Salesforce voice solution.



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.
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.

Financial Services Cloud Voice
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.

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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.

PCI compliant payment solutions
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

Ready to get started?

Want to learn more about why leaders in the financial services industry trust Natterbox as their cloud telephony provider? If you’re ready to leverage the power of voice to transform your financial services operations, let’s talk.