Cresta Recognized for Real-Time Coaching and Management in Independent Research ReportGET THE REPORT
The logo of, the AI powered sales team coach

Cresta for
Financial Services

Cresta's intelligence layer for customer conversations helps financial services companies consistently show value at every step of the subscriber journey.

It’s a marathon, not a sprint.

With financial services, customer can churn at any point. For this reason, teams must take the long view when it comes to building customer relationships. Cresta’s real-time guidance helps financial services teams perform like experts and build enduring customer relationships .

Learn More

How we help
Financial Services teams

Make every interaction count.

Handle more volume

Quickly onboard, train, and re-train teams to accommodate changing demand and market conditions.

Instantly answer customer questions

Immediately answer customer questions with recommended answers that are proven to convert.

Iterate on solution offerings

As products and promotions change, Cresta enures teams are enabled with the latest products and offerings.

Sell solutions not products

Immediately answer customer questions with recommended answers that are proven to convert.

Understand your customers

Conversational insights highlight customer sentiment, buying preferences, and emerging trends.

Drive retention

Overcome objections, empathize with customers, and identify the right products to retain customers.

Real results with Cresta

Transformational change for
a leading Financial Services company

“Cresta's omni-channel and behavioral approach is exactly what we need to deliver the best CX on our channels”
Contact Center Leader @ Top financial services company


conversion rate in 5 weeks


Customer experience

Recent events have introduced new customer demands and operating models for SaaS organizations. Teams are adapting on the fly and rethinking how they deliver value to customers.

Cresta is helping SaaS teams adapt to their new normal and deliver during times of change. Learn how Cresta can help remote retail teams make the most of growing online demand.


When contact changes: Our five lessons from transitioni...

As the world unites to slow the spread of COVID-19, businesses are stepping up to play th...
Read More

So You've Moved to a Virtual Contact Center. Now What?

Curious to know how your virtual contact center strategy is faring? We asked a panel of ex...
Read More

“Getting started with Cresta was painless and your team really delivers the results promised!”

Support - Financial Services Executive


Get In Touch to Start Improving Sales
Performance Today

Request a demo