Financial Services

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

TRUSTED BY THESE BRANDS AND MORE

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.

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

Best Customer Experience!

From the time the customer call is answered by name through to a fast, informed, and effective call conclusion, the customer experience is like nothing they have ever received from a bank. Word of mouth about the quality of our service is driving our business, because of the support from the Natterbox platform.

Alex Weber

Chief Growth Officer

We look forward to our next project together.

Throughout the relationship, they give advice and ensure you’re getting a return on your investment. They really do go above and beyond what you get with most vendors.

Joe Gleeson

Salesforce Consultant

Amazing Product and Excellent Support Setting Up

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

Great product and customer service!

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

Good product backed up by great people

The team took the time to understand our needs, explained how Natterbox could help and worked tirelessly to get an agreement in place. Absolute credit to the company.

Mike Holt

Operations Director

Customer experience – Level: super

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

Great company

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

Fast, easy 100% in Salesforce

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

A smooth transition

Natterbox has been so easy and efficient to implement within our company. The Natterbox team is very attentive and made our transition very smooth. Overall, we love this product.

Ariel Bradford

Account Manager

Natterbox has quickly become the most important product in our tech stack.

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

Great support!

The team over at Natterbox are extremely knowledgeable and met our needs in such a short time frame. Fast, quick communication and exceed our expectations.

Allan Bounthiharat

IT Support

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.