Banking & Credit Unions
Deliver Exceptional Service. Drive Efficiency.
Unlock Revenue with Balto.
For financial institutions, every conversation is an opportunity to strengthen relationships, optimize operations, and grow revenue. Balto’s real-time AI empowers your team to deliver outstanding service, streamline processes, and identify new growth opportunities—all while ensuring compliance with evolving regulations.
Highlights
Why Financial Institutions Choose Balto
Enhance Member and Client Experiences.
Provide personalized, high-touch service that builds loyalty. Balto helps your team navigate customer inquiries with clarity, empathy, and efficiency.
Streamline Operations for Greater Efficiency.
Reduce call handle times, improve first-contact resolution, and simplify complex processes. With Balto, your team can handle more interactions without sacrificing quality.
Identify Revenue Opportunities in Real Time.
From credit cards to loans and savings products, Balto highlights cross-sell and upsell opportunities during conversations, ensuring your team maximizes every interaction.
Ensure Compliance with Confidence.
Stay ahead of regulatory requirements with Balto’s live compliance monitoring. Flag risky language, enforce mandatory disclosures, and keep every interaction compliant.
How Balto Works for Financial Institutions
Real-Time Guidance
Help agents deliver accurate information, answer complex questions, and recommend the right products at the right time.
Automated Compliance Monitoring
Protect your institution and clients with proactive alerts that keep conversations aligned with regulations.
Data-Driven Insights
Unlock actionable insights from every conversation to optimize training, enhance operations, and improve outcomes.
Revenue Acceleration
Spot growth opportunities in real time, from loan products to member services.
Who We Serve
Balto supports a wide range of financial institutions, including:
Community banks and credit unions
Regional and national banks
Online and digital-first financial services providers
Wealth management and investment services teams
Transform the Way You Serve Your Members and Clients.
Balto empowers financial institutions to deliver the exceptional service your customers and members expect, while streamlining operations and driving revenue growth. From onboarding new accounts to managing complex financial inquiries, Balto ensures every conversation creates value.
Start with Balto today and elevate your financial service experience.
See Balto in Action
Solve your customer’s problems faster with industry-leading AI. No manual call scoring, no random listening, and no holds to lool up information.
Equip agents with answers to customer questions in real-time, instantly pulling information from your knowldege base.
Coach your agents faster than ever. Balto identifies which agents need coaching, does your prep work, pulls coachable calls, and takes you right to the coaching moments.
Instantly view insights on the trends driving your business, ready for you out of the box.
QA calls faster than ever, so all that’s left is verifying data entry and surfacing trends to leadership.