FINANCE

Boost loyalty with secure, reliable, tailored communication

Digitalisation lets people manage banking tasks instantly online

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Trusted by industry leaders
Samsung - client of DaktelaAlensa - client of DaktelaBlue Cross - client of DaktelaPPL - client of DaktelaSeznam.cz - client of Daktela

Powerful features that stream

Your Business

24/7 Support
Access round-the-clock support via phone, email, and chat, automatically. Our highly qualified technical support is available in 8 languages.
Native Omnichannel
Engage customers on their preferred channels—phone, email, or social media—while keeping a complete history in one organized thread.
Flexibility and Scalability
Select only the channels you require. As your company grows, Daktela will grow with you and adjust to your evolving needs.
All the essential features for working secure and productively
Security as Our Number One Priority
Data is the most valuable thing that companies have today. At the same time, they are increasingly dependent on information and its reliable processing.
Daktela Security
AI Illustration
AI Illustration
AI Illustration
Automate with Artificial Intelligence
Automate repetitive queries with our powerful AI tools by integrating Daktela with your e-commerce system, enabling an assistant capable of managing unlimited customer inquiries simultaneously.
Daktela AI
Fast-track routing
Daktela identifies callers and connects them to the best agent, eliminating unnecessary call forwarding.
Call steering
Customer Connection
Digital transformation has radically altered the way individuals communicate with banks.
Omnichannel
Don’t take our word for it, look what our clients have to say
Our customers come first. Daktela provides a secure, scalable, and cost-effective solution, supporting new channels like SMS and WhatsApp while enabling hybrid work for our team.
Ciaran O’Toole
Golden Charter
Moving from multiple inherited tools to a unified system has significantly improved our call flow management, making operations more efficient and ensuring greater operational resilience.
Craig Smith
EMED Group
Již více než 8 let se spoléháme na řešení společnosti Daktela. Každý den je používá více než 1 000 našich agentů, což nám umožňuje poskytovat našim klientům špičkové služby.
Petr Studnička
Conectart
Se společností Daktela spolupracujeme již více než 15 let. Díky jejich řešení jsme zefektivnili komunikaci, rozšířili zákaznickou základnu a zlepšili celkovou kvalitu zákaznické podpory.
Jaroslav Raboch
Benefit Plus
A Leziter az online vásárlói bizalom és stratégiai döntések révén növelte bevételeit. A hatékonyabb munkavégzés érdekében bevezették a Daktelát, amelyet most minden részleg használ.
Attila Kőszegi
Leziter
A Daktela omnichannel megoldás bevezetésére azért volt szükség, hogy egy átfogó ügyfélkezelési rendszer egyszerűsítse a kommunikációt és hatékonyabbá tegye a call center működését.
Peter Minich
Muziker
Chatbot AI znacznie zmniejszył liczbę zapytań dla operatorów, co pozwoliło zaoszczędzić zasoby jednego etatu – bez skomplikowanej integracji, naturalnie i automatycznie.
Jan Vepřek
CETIN
Głównym powodem wdrożenia omnichannel była potrzeba kompleksowego narzędzia, które upraszcza komunikację, zwiększa efektywność i usprawnia działanie contact center.
Peter Minich
Muziker
AI četbot nam je pomogao da smanjimo broj upita za operatere i uštedimo kapacitet jednog radnog mesta – bez složene integracije, prirodno i automatski.
Jan Vepřek
CETIN
Glavni razlog implementacije Daktela omnichannel platforme bila je potreba za sveobuhvatnim rešenjem koje optimizuje komunikaciju i poboljšava efikasnost operacija kontakt-centra.
Peter Minich
Muziker
Daktela a optimizat comunicarea și a îmbunătățit eficiența, contribuind la atingerea rapidă a obiectivelor noastre și la o experiență mai bună pentru clienți.
Ovidiu Popescu
GoIT
Implementarea Daktela a optimizat gestionarea apelurilor și relațiile cu clienții, crescând eficiența și succesul. Sistemul integrat susține obiectivele noastre și relațiile pe termen lung.
Camelia Roșoga
VITAS
Rýchlejšie odpovede a presvedčivý chatbot zvýšili spokojnosť a dôveru zákazníkov, čo potvrdzuje pozitívny feedback.
Roman Šnírer
eTabletka
AI chatbot znížil počet dopytov pre operátorov a ušetril kapacitu jedného úväzku – bez zložitej integrácie, prirodzene a automaticky.
Jan Vepřek
CETIN
Zaradi rasti e-trgovine smo izbrali Daktelo za nadzor komunikacije. Božič 2019 nas naučil, da je zgodnja optimizacija ključna. Daktela je zdaj nepogrešljiv del naše skrbi za stranke.
Peter Minich
Muziker
Z družbo Daktela smo zelo zadovoljni. Izpolnili so naša pričakovanja in pridobili smo zanesljivega partnerja za upravljanje podpore strankam, ki nam bo pomagal pri nadaljnji rasti.
Filip Fürek
Powerlogy
Seamlessly Integrate Your Helpdesk
Daktela integrate Google
Daktela integrate Shoptet
Daktela integrate Microsoft Active Directory
Daktela integrate Salesforce
Daktela integrate Hubspot
Daktela integrate Pohoda
All Integrations

Frequently Asked Questions – Finance & Insurance

Daktela centralizes voice, email, chat, SMS, social media and WhatsApp into a secure omni-channel platform, all with full audit logs and encryption to meet regulatory requirements for financial services.

Yes. Through open APIs and connectors, Daktela can integrate with core banking, claims management systems, underwriting tools and CRMs, enabling data synchronization and context-aware agent workflows.

With full audit logging, role-based access, encryption, and secure storage, Daktela supports compliance with GDPR, PCI, and other financial regulations. You can also enforce policies, session recordings and restricted permissions.

Yes. Agents see the full history of the customer across all channels in one thread—voice, email, chat, social, SMS—so transitions between communication modes are seamless and context is never lost.

Daktela includes dashboards and wallboards for call/email/chat/SMS volumes, SLA performance, channel mix, agent metrics, compliance trends, and queue backlogs. Custom report building and export also available for financial KPI tracking.

Daktela supports enterprise-grade security: SSO (OAuth 2.0, Entra ID), role-based access control, audit trails, encryption (in transit & at rest), and full GDPR compliance. Ideal for sensitive data environments.

You can pilot core channels fast—voice, chat, mail. Then extend into automations, AI, compliance workflows and system integrations. Start with a free 14-day trial or schedule a demo tailored to financial & insurance workflows.

Experience Daktela free for 14 days
Request a free demo