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
Faster Ramp Time
Higher Close Rate Among New Hires
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
on G2 from 350+ 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.