Financial Services
Provide a client experience that sets your team apart
Focus on the conversation with a reliable phone solution that delivers HD audio while nixing note-taking for you. Connect with clients and colleagues worldwide, while our encrypted platform ensures the confidentiality of every conversation.
Focus on what truly matters - delivering exceptional financial services
FINANCIAL FORTE
Communicate, calculate, collaborate
WHERE SECURITY, COMPLIANCE & CONNECTIVITY CONVERGE
In the fast-paced world of Financial Services, where confidentiality, compliance, and seamless collaboration are non-negotiable, Dialpad stands as the trusted partner to meet your unique needs. Dialpad's platform empowers you to connect effortlessly with clients and colleagues across the globe while ensuring the utmost security for sensitive conversations. With a keen understanding of the industry's stringent regulations and the critical importance of maintaining trust, Dialpad equips you with the tools you need to excel in today's dynamic financial landscape
Financial Advisor
SEAMLESS CLIENT INTERACTIONS
The unified platform integrates voice, video, and messaging, allowing advisors to provide personalised financial guidance while maintaining a strong client-advisor relationship. With remote collaboration tools and secure communication channels, financial advisors can deliver professional services regardless of location, ensuring clients receive timely advice and updates.
Investment Advisors
PERSONALISED INTERACTIONS
Dialpad becomes a strategic asset with AI Custom Moments and AI Call Transcription. These features provide a competitive edge by enabling advisors to curate personalised interactions and swiftly extract actionable data from client conversations. Investment strategies are elevated with insights from AI-driven summaries and actionable items, enhancing the precision of decision-making and bolstering client confidence.
Financial Planner
TAILORED FINANCIAL PLANNING
Rely on Dialpad's advanced communication tools to provide holistic financial planning services. Planners can offer personalised recommendations and address financial goals remotely. Dialpad's integration with CRM systems also allows planners to keep track of client interactions and tailor financial strategies, ensuring a seamless and tailored approach to financial planning.
AI-POWERED ENGAGEMENT
Why Financial Service teams choose Dialpad
A phone built for business
With call routing, local number availability, and automated note-taking with every call, Dialpad’s phone solution offers financial services a professional platform to connect both customers and colleagues across offices, lines, and even countries.
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Secure communications
It goes without saying that data protection is top of mind these days for anyone running a business. Dialpad ensures that whether at rest or in transit, your call data is encrypted and secure.
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Engage
No need to bother with note-taking, thanks to Dialpad's Artificial Intelligence call transcriptions that track who said what and serve up a post-call summary complete with features that matter.
EMBRACE A DYNAMIC NEW WORK ENVIRONMENT
A Workspace Tailored for the Financial Services Industry
EMPOWERED EFFICIENCY
Features that matter
Call Transcripts
Receive automatic call summaries after every call ends including the ability to download or share with others on your team.
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Unlimited audio recordings
Record every inbound or outbound call with the ability to playback, download, and share recordings or store them in a shared repository.
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Call analytics and call logging
Track every conversation across your entire team or drill down into specifics with Dialpad’s analytics platform. Filter calls by speaker, keyword, date or time, and individual phone number.
SECURITY PROTECTION
Safeguarding Trust and Compliance
Clients entrust financial institutions with their confidential data, including personal and financial details, making it imperative to ensure the highest level of security. Moreover, the industry is heavily regulated by laws and standards, such as GDPR, HIPAA, and SOX, which require strict adherence to protect both clients and institutions.
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Dialpad recognises the critical role security and compliance play in the Financial Services industry and takes significant steps to address these concerns
Unleash your inner multi-tasker: Where Calls and Collaboration co-exist
On all devices
Work across existing devices securely with apps for both cell phones and laptops that keep business and personal conversations separate.
Integrations
Sync your G Suite or Office 365 company directory and more, including shared emails and documents with contacts.
Analytics
Gain comprehensive insights into usage and adoption across all teams, ensuring complete visibility.
Ready to Dive into Dialpad's Plan-o-Rama and Uncover Your Perfect Match?
Elevate your customer experience with AI-powered solutions. The Contact Centre and Sales solutions offer seamless omnichannel experiences for your customers, automatic call distribution, intelligent routing, real-time insights, and more. Experience the power of AI with Dialpad.
BUSINESS COMMUNICATIONS
The Anywhere Worker IT Stack. Dialpad Talk connects your teams with your clients like never before. Easily integrate with Google Workspace and Office 365, streamlining with single sign-ons, directory and contact syncing, and consolidated HD voice, video, messaging and meetings from any device.
SALES SOLUTION
The Supercharged Sales Solution. Dialpad Sell integrates with the leading CRM tools, as well as Google Workspace and Office 365. You’ll also enjoy single sign-ons, syncing with your lists and other data, and a wide range of HD voice, video, messaging and meetings from any device.
CALL CENTRE SOLUTION
The Inbound Call Centre Solution with Boundless Customer Service. Dialpad Ai Contact Centre gives you an inbound customer call centre to deliver personalised support at scale. Real-time coaching that helps your teams with answers on demand, and native integration into ticketing systems to streamline the customer experience.