Wealthify, a Cardiff-based investment service, has chosen Talkdesk, Inc. to provide a cloud contact center solution. Customers will be able to communicate with the company’s Wales-based care team more quickly and easily thanks to the company’s new contact center. Talkdesk is a worldwide contact center leader for customer-centric businesses.

Wealthify aspires to motivate everybody, regardless of background or expertise, to acquire wealth. The firm exists to make investing simple and accessible to anyone. The Talkdesk CX Cloud provides an end-to-end customer experience. Features like call quality, and intelligent routing help in reducing wait times, which enhance customer satisfaction and boost agent productivity. Rich customer engagements can be generated with the help of reporting tool that provides insight on interaction.

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.”

“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 center, where every engagement is designed to be just as smooth and effortless.”