Empower Agents to Win More Accounts

Balto equips agents with the confidence to close more and deliver an excellent experience — in real time.

Scale the Perfect Financial Product Sales Call

Whether its new product offerings or portfolio expansions, help agents deliver an excellent sales process on every call, in real time.

  • Balto’s Dynamic Prompts show agents discovery questions, up/cross-sell options, and closing tactics live on the call
  • Real-Time Coaching instantly alerts managers to critical moments, allowing them to guide agents before a call is lost
  • Win Rate Analysis automatically scales account-winning phrases to all agents

Turn Customers Into Loyal Fans

Ensure your agents show customers what top-notch service really means.

  • Balto’s Dynamic Prompts show agents the answers to any possible questions your customer could have
  • Notifications offer coaching tips live the call to reinforce best practices

Automatically QA 100% of Calls

Get complete, real-time coverage without staffing up, relying on manual scorecards or listening to call recordings.

  • Real-Time QA automatically scores 100% of calls with less than five minutes of setup
  • Scores View allows managers to quickly understand the root causes of low call quality
  • The QA Dashboard shows how your entire floor is doing, right now
Balto Real-Time Guidance Checklist and Talk Speed Warning - Balto BPO

Prevent Compliance Issues in the Moment

SEC, FDIC, TRID. Don’t fret over federal disclosures and state guidelines — Balto keeps agents compliant live on the call.

  • Balto’s Smart Checklist enforces required statements word-for-word
  • Notifications alert reps when they’re talking too quickly to be understood
  • Managers can set alerts triggered by compliance issues, allowing instant intervention


Contact Center Technology Leader, Leading Flooring Company

More Conversions

Faster Ramp Time

Higher Close Rate Among New Hires

“A lot of our collectors in our daily immediate payment totals escalated by 75%. It’s the most exciting new product that I’ve seen in the industry in years, and I can’t wait to see what’s next with Balto.“

Roger Weiss, COO,

Win More Accounts Than Ever Before with Balto

See immediate results with lightning-fast installation and onboarding. Scale perfect conversations with Real-Time Guidance.

Here’s How Teams Use Balto

Reps Get Guidance on the Side of Their Screen

  • The Smart Checklist shows reps key talking points
  • Dynamic Prompts show reps phrases and questions when they need them most
  • Notifications discourage bad habits
  • Live Chat lets reps chat with managers to get immediate guidance for critical calls

Managers Coach and Analyze Data in Real-Time

  • Scale ideal conversations to all reps with Balto’s Playbook Designer
  • Set up alerts for key moments on calls and coach via Live Chat with Real-Time Coaching
  • Dig into real-time data with Reporting and QA Scores

Quality Assurance Monitors Quality and Drives Improvement

  • Set up scorecards and weighted criteria with Real-Time QA
  • Identify what’s driving low or high scores with Real-Time Scores
  • Measure long-term quality trends and coaching effectiveness with Reports




No-Code Installation


on G2 from 400+ Reviews



After One Month: 26.1% More Saves

In a one-month long test, this Balto customer walked away with more appointments on the books and millions in saved sales.

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