Wealthify Transforms Customer Support with Talkdesk CX Cloud

Cloud contact center leader Talkdesk recently announced Wealthify, a UK-based digital investment service provider, selected Talkdesk CX Cloud to transform communications with customers.

Founded in 2016, Wealthify is a unique brand in the highly competitive financial services market, offering simplified, accessible investment services at an affordable rate. Executives with Wealthify decided they needed a comprehensive contact center solution to keep pace with growth, as well and meet the evolving expectations of customers.

“Financial services providers face fierce competition in today’s crowded market,” said Andy Flynn, senior vice president, industries strategy, Talkdesk. “Despite the challenge, Wealthify has found a formula for success, demystifying an often complex process and empowering consumers. That same customer-first mindset is reflected in their customer care centre, where every engagement is designed to be just as smooth and effortless.”

Thanks to Talkdesk CX Cloud, Wealthify can now scale contact center operations to keep up with expansion, while also benefiting from a wide range of features designed to give customers the best possible experience. High quality voice service allows agents to speak clearly with customers, allowing agents to move through inquiries without needing to repeat themselves. Customization features allow agents to pull up relevant personal information, so agents can move through inquiries faster and more efficiently.

“Customer experience is at the heart of all we do. It’s important to us that when our customers have questions or need reassurance, they can reach a real person without hassle or delay,” said Michelle Pearce-Burke, co-founder and COO, Wealthify. “With the Talkdesk CX Cloud platform, we’ve been able to reduce call waiting times to a record low. We’ll also be using reporting capabilities to gather insights from those conversations and continue to improve our excellently rated service.”

Edited by Maurice Nagle