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Financial Services

Outpace the competition by banking on an end-to-end Salesforce voice solution.

TRUSTED BY THESE BRANDS AND MORE

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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, helping you boost productivity and deliver an engaging customer experience securely and compliantly.
Build trust quickly
Financial services companies struggle to gain a 360° view of their customers — particularly customers who speak to multiple employees. Natterbox enables agents to greet callers by name and have their full call history at their fingertips, and our skills-based routing functionality lets you direct callers to the best-fit expert every time.
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Deliver service that never sleeps
Build automated IVR flows based on any data point in Salesforce, ensuring customers can take immediate action on an issue like a lost card without needing to speak to an agent.
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Streamline compliance training
Record calls and zero in on where your teams can improve. Recordings are stored securely and compliantly in our cutting-edge cloud infrastructure, and can be played back in Salesforce.
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See Why Our Customers Love Natterbox

Let’s 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.