Financial Services

Outpace the competition by banking on 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, 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.

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.

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.

See Why Our Customers Love Natterbox

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

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

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

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

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.