Cresta WAVE is coming to Dallas November 12-14, 2025! Request your invitation to attend this exclusive event – Cresta WAVE 2025

  • Products
    Back
    PLATFORM
    AI Platform
    Cresta is the enterprise-grade Gen AI platform built for the contact center and trained on your data.
    • Cresta Opera
    • Integrations
    • Responsible AI
    PRODUCTS
    AI Agent
    Cut costs, not quality, with human-centric AI agents you can trust
    Agent Assist
    Harness real-time generative AI to empower agents with unmatched precision and impactful guidance.
    • Knowledge Assist
    • Auto-Summarization
    Conversation
    Intelligence
    Discover and reinforce the true drivers of contact center performance.
    • Cresta Insights
    • Cresta Coach
    • Cresta Quality Management
    • Cresta AI Analyst
  • Solutions
    Back
    USE CASES
    Sales
    Discover and reinforce behaviors that accelerate revenue growth
    Customer Care
    Deliver brand-defining CX at a lower cost per contact
    Retention
    Transform churn risks into
 lifelong promoters
    Collections
    Accelerate collections while minimizing compliance risk
    INDUSTRIES
    Airlines
    Automotive
    Finance
    Insurance
    Retail
    Telecommunications
    Travel & Hospitality

    Cresta’s AI Agent is Omnichannel: Seamless Conversations, Anytime, Anywhere

    LEARN MORE
  • Customers
    Back
    Customer Stories
    Learn how Cresta is delivering lasting value for our customers.
    • CarMax
    • Oportun
    • Brinks Home
    • Snap Finance
    • Vivint
    • Cox Communications
    • Holiday Inn
    • A Top Telecom
    • View all case studies

    Our Own Zero to One: Lessons Learned in Building The Brinks Home AI Agent

    LEARN MORE
  • Resources
    Back
    Resources Library
    • Webinars
    • Ebooks
    • Reports
    • Solution Briefs
    • Data Sheets
    • Videos
    • Infographics
    • Media Coverage
    • Press Releases
    Blog
    Industry News
    Help Center
    Solution Bundles

    AI Maturity Blueprint: A Practical Guide to Scaling AI Adoption in the Contact Center

    LEARN MORE
  • Company
    Back
    About Cresta
    Careers
    Trust
    Customers
    Partners

    Cresta Named a Leader and “…a Force To Be Reckoned With” in The Forrester Wave™: Conversation Intelligence Solutions for Contact Centers, Q2 2025

    READ THE POST
Request a demo
Request a demo

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.

See a demo
conversational ai for telecom

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.

generative ai remote team management software
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.

manage remote teams with ai
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

Learn More

2x conversion rate in 5 weeks

CRESTA FOR REMOTE TEAMS

Customer experience
uninterrupted

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.

Learn More

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

Support - Financial Services Executive

READY TO GET STARTED?

Get In Touch to Start Improving Sales
Performance Today

Request a Demo
100 South Murphy Ave Ste 300
Sunnyvale, California 94086

Karl-Liebknecht-Str. 29A
10178 Berlin, Germany

100 King Street West
1 First Canadian Place, Suite 6200
Toronto ON M5X 1E8

Info
  • AI Platform
  • Customers
  • Resources
  • Partners
  • Trust
  • About
  • Careers
  • Blog
  • Support
  • Contact Us
Follow us
  • LinkedIn
  • YouTube
  • Twitter

Newsletter

Subscribe for the latest news & updates

© 2025 Cresta

  • Terms of Service
  • Privacy Policy
  • Employee Privacy Notice
  • Privacy Settings