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
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
“IN THE FIRST 3 MONTHS, BALTO HELPED SAVE $3.2M”
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,
CACI
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
Managers Coach and Analyze Data in Real-Time
Quality Assurance Monitors Quality and Drives Improvement
98%
Accuracy
45days
No-Code Installation
4.8stars
on G2 from 400+ Reviews
SOC II
Compliant
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.