Financial Services Contact Center Software

Where compliance
meets connection.

TabaTalk unifies voice, messaging, and chat so teams move quickly, stay compliant, and deliver service that earns trust. From trading alerts to KYC checks, every interaction is organized, auditable, and easy to action.

Client logo
Client logo
Client logo
Client logo
Client logo
Client logo
Client logo
Act fast
and earn trust.
One platform,<br>every client.
One platform,
every client.
Calls, messages, and follow-ups live in one workspace, giving advisors complete context at a glance. Managers get clean oversight across teams and regions.
Compliance for<br>modern fintech.
Compliance for
modern fintech.
Monitor keywords, consent, and disclosures while conversations happen, not after. Capture recordings, notes, and outcomes with audit-ready detail.
Automation that<br>keeps pace.
Automation that
keeps pace.
Trigger alerts, reminders, and next steps from CRM data and client events. Reduce manual work so teams can focus on guidance, not busywork.

Keep pace with
markets and regulators

Omnichannel

Serve clients
on their terms.

Handle phone, WhatsApp, SMS and web chat from a single interface with full history. Agents switch channels without losing context, and clients never have to repeat themselves.
Flow Builder

Processes that adapt as rules change.

Build routing, IVR, and escalation paths without code, then adjust them in minutes as requirements evolve. Standardize best practices across teams while keeping edge cases covered.
AI Speech Analytics

Compliance you can measure as you work.

Flag keywords, track sentiment, and score calls as they’re ongoing, with transcripts and summaries automatically saved to the record. Supervisors coach live, and compliance teams get audit-ready trails.
AI Predictive Dialer

Outreach that respects schedules and regulations.

Connect when clients are most likely to answer and skip unanswered calls automatically. Control pacing, time-zone windows, and DNC rules to meet policy requirements and improve efficiency.
Real-Time Dashboards

Operational clarity on volatile days.

See queue load, response time, and campaign performance as it happens. Step in early to protect SLAs and keep service steady through peaks and valleys.

Stay in sync,
without the stress.

TabaTalk connects smoothly with tools like HubSpot, Salesforce and Zoho — syncing customer data in the background, so your team can stay focused on what matters: the conversation.
make
salesforce
airtable
zendesk
monday
zoho
bitrix24
ms-dynamics-365
hubspot
pipedrive
leverate
proftit
freshdesk
kommo
zapier
Smarter tools.
Stronger outcomes.
TabaTalk delivers more out of the box so your team stays focused, not frustrated.
Competitor 1
Competitor 2
Competitor 3
Omnichannel
Available
Limited
Limited
AI Speech Analytics
Available
Limited
Limited
Visual Call Flow Builder
Available
Not Available
Not Available
AI Predictive Dialer
Available
Not Available
Not Available
Automatic Local Caller ID
Available
Not Available
Not Available
AI Answering Machine Detection
Available
Not Available
Not Available
Number Validator
Available
Not Available
Not Available
Available Available
Not Available Not Available
Limited Limited

Connectivity you
can count on.

Local numbers,<br>global reach
Number Provisioning
Local numbers,
global reach

Access virtual numbers in 120+ countries instantly so your team shows up with a local presence, wherever they call from.

Built to perform,<br>ready to connect
Infrastructure
Built to perform,
ready to connect

With global data centers, real-time monitoring, and 100+ carrier connections, TabaTalk delivers crystal-clear VoIP at scale.

Protected<br>by design
Security & Compliance
Protected
by design

From encryption to role-based access controls, every layer of TabaTalk is built to keep your data — and your customers’ — secure.

Ready
when you are.

Get up and running in less than 24 hours. No hassle, no complexity, just seamless communication from day one.
Things you might be
wondering

Can TabaTalk integrate with our CRM or trading platform?

Yes. We support major CRMs and fintech systems, and we provide APIs and webhooks for custom connections.

How does TabaTalk help with compliance?

AI Speech Analytics flags keywords and disclosures in real time, and recordings, notes, and transcripts are stored with audit-ready detail.

Can we manage WhatsApp and SMS at scale?

Yes. Use approved templates, automate alerts from CRM data, and keep all messages and outcomes tied to the client record.

What security controls are available?

Encryption, MFA, number masking, role-based access, and detailed logging are standard. Data handling aligns with ISO-level practices.

How quickly can our team go live?

Most teams are live within a day. The interface is straightforward, and supervisors can adjust workflows without developer support.