Wealthify Creates Richer Customer Interactions with Talkdesk Contact Centre Solution

Talkdesk®, Inc., a global cloud contact centre leader for customer-obsessed companies, has been selected by digital investment service Wealthify to provide a cloud contact centre solution that will enable customers to engage more quickly and easily with the company’s Cardiff-based care team.

Wealthify aims to inspire anyone, regardless of their background or experience, to build their wealth and the future they want. The company exists to make investing easy to understand and accessible to all, having stripped away the complexity and jargon from the beginning and offering investing from just £1.

By leveraging Talkdesk CX Cloud™, a complete, end-to-end customer experience solution, Wealthify can scale their contact centre and adapt to changing needs as they continue to grow. Call quality, intelligent routing, and customisable features allow them to reduce wait times, improve caller satisfaction, and boost agent productivity. Reporting tools also give them a greater view of interactions and provide insights for creating richer engagements.

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

Learn how other companies like Wealthify are reshaping the customer experience using Talkdesk technology.

Additional Resources

• Learn more about Talkdesk Financial Services Experience Cloud™, the first enterprise-grade contact centre solution purpose-built for the financial services industry
• See why Talkdesk was named a leader in the Gartner 2021 Magic Quadrant for Contact Center as a Service

Social Networks

• Talkdesk Community: https://www.talkdesk.com/customer-community/
• Blog: https://www.talkdesk.com/blog/
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• Facebook: https://www.facebook.com/Talkdesk/
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About Talkdesk

Talkdesk® is a global cloud contact centre leader for customer-obsessed companies. Our automation-first customer experience solutions optimise our customers’ most critical customer service processes. Our speed of innovation, vertical expertise, and global footprint reflect our commitment to ensuring that businesses can deliver better experiences across any industry and through any channel, resulting in higher customer satisfaction and accelerated business outcomes.

Talkdesk is a registered trademark of Talkdesk, Inc. All product and company names are trademarks ™ or registered ® trademarks of their respective holders. Use of them does not imply any affiliation or endorsement by them.

About Wealthify

Launched in April 2016, UK investment service Wealthify provides a simple and affordable approach to investing. Available online or via app, customers simply choose how much they want to invest and their preferred investment style, including ethical investment options. Wealthify then builds and manages an investment plan on their behalf. Its aim is to make investing easy and accessible, inspiring anyone to build their future wealth.

Wealthify is an independently run subsidiary of Aviva and boasts numerous consumer, FinTech, and investment award wins. It is proudly rated as Excellent on Trustpilot.

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Contact information

EMEA
Samantha Cupples
samantha.cupples@talkdesk.com