Gradient Image

Customer Experience  
for
Financial Services

Streamline Operations, Boost Productivity, and Drive Innovation
with Our All-in-One Platform

The Challenge for Financial Services Firms

Our platform provides a single, unified interface for managing all your data, breaking down silos and ensuring data

Feature Image

Customers Expect More And They Expect It Faster

In financial services, loyalty is fragile. Customers want clarity, speed, and confidence when something goes wrong. But most firms are dealing with:

-> Feedback scattered across multiple channels and systems

-> Slow, manual complaint triage

-> Missed trends that cause recurring issues

-> Difficulty linking fixes to measurable improvements

How Deriskly Can Help You

Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business

Service Icon

Real‑Time Feedback Routing

Automatically categorise and route customer complaints, surveys, and service calls to the right team instantly - no more delays or misdirected cases.

Service Icon

Customer Insights

Identify root causes and recurring issues before they escalate. Detect shifts in customer sentiment across products and channels.

Service Icon

Executive Insights Reports

Measure resolution times, track operational bottlenecks, and see exactly where to invest to prevent future complaints.

Read Our Latest Blogs

Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business

Blog Image

FCA’s likely approach to enforcing the Consumer Duty

The FCA is committed to ensuring that firms prioritise consumer welfare and operate in a manner that prevents harm.

Read more

Arrow Icon
Blog Image

Customer Dispute Prevention with Data Analytics

Customer complaint data reflect the relationship between financial providers and their customers

Read more

Arrow Icon
Blog Image

Enhancing the customer complaints system with AI tools

Customer satisfaction is becoming increasingly important in today’s data-driven world. Providing a positive customer experience

Read more

Arrow Icon

Ready to Scale?

Experience the power of Deriskly with a 14-day free trial. No credit card required. Unlock the full potential of your business with advanced AI solutions.