Give Your Whole RM Team Shared Visibility Into Client Calls
Any RM can see relevant client conversations, permissions control access by product or branch, and managers get a team-wide view of activity.
Trusted by 2500+ businesses- Built for your workflow
- AI-powered conversations
- 5000+
- Business Calls Managed Daily
- 24x7
- AI Call Handling
- 100%
- Business Call Tracking
- 1 Dashboard
- Complete Team Visibility
BUILT FOR FINANCIAL SERVICES TEAMS
One workspace for your whole team's calls
Beyond just sharing a number, TalkEasy gives your firm a shared inbox for client calls, role-based permissions, and team-wide analytics for managers.
Why teams choose TalkEasy
What makes this different
Built around the way financial services teams actually handle customer calls.
- 01
Shared inbox across your RM team
Any RM with access can see the call history and context for a client, not just the RM who originally took the call.
- 02
Role-based permissions by product or branch
Control who can see which product lines or branches' client histories.
- 03
Team-wide analytics for managers
Get a consolidated view of call activity across every RM and branch.
Practical ways to work better
TalkEasy helps Team Collaboration for Financial Services teams respond faster and stay organized.
RM coverage and handoffs
A covering RM steps in on a client relationship with full context.
Manager oversight
Managers review team-wide call activity from one dashboard.
Branch-based access control
Control access to client histories by branch.
Benefits for your team
Turn every customer conversation into a clearer next step.
No client history siloed with one RM
Any RM covering for a colleague can step in with full context.
Clear product and branch-based access control
Give appropriate access based on product line or branch.
Consolidated management visibility
Managers see everything from one place.
Key features
Purpose-built for Financial Services teams.
Shared inbox
See call history and context across your whole RM team.
Role-based permissions
Control access by product line, branch, or role.
Team-wide analytics
See call activity across your whole firm in one view.
Shared contacts
Client contact details are available to relevant RMs, not locked to one person.
Get started in minutes
Set up your industry workflow in a few simple steps.
- 1
Set up your team
Add RMs and assign roles.
- 2
Configure permissions
Control who sees what, based on product or branch.
- 3
Review team activity
Managers see consolidated call data across the firm.
Manage Calls on the gowith the TalkEasy App
Available on Android and IOS, Stay connected with your team and customers, anytime, anywhere
Trusted by Businesses That Never Miss a Call
From startups to growing teams, businesses rely on TalkEasy to streamline communication and close more opportunities.
“The AI summaries and analytics help us coach our team better. We save 10+ hours every week on call reviews”
RSRohit Sharma
Business Owner
“We stopped losing leads to missed calls. Every enquiry now gets a callback the same day, automatically.”
PMPriya Mehta
Business Owner
“Setting up numbers for the whole sales floor took an afternoon. The shared inbox alone was worth it.”
NSNidhi Singh
Business Owner
Frequently asked questions about Team Collaboration for Financial Services
- Yes, the shared inbox gives any RM with access full call history and context for a client.
- Yes, role-based permissions let you control who sees which product lines or branches' client histories.
- Yes, team-wide analytics show call activity across your whole firm in one place.
- Yes, contact details are available to relevant RMs rather than locked to one person.
- Yes, it works the same way whether your RMs are centralized or spread across branches.
Give your team one shared view of every client
Set up team collaboration for your firm.
Enable Team Collaboration