Case Study: Moneyfarm achieves scalable, compliant, Salesforce-integrated voice and call recording with Natterbox

Moneyfarm - Customer Case Study

Moneyfarm, a digital wealth manager serving customers in the UK and Italy, faced poor voice quality, fragmented phone systems, limited call routing, and an inability to record or track calls to meet FCA/GDPR requirements. To address these challenges it selected Natterbox and deployed Natterbox Cloud PBX, Natterbox Voice Intelligence, Natterbox Call Recording and Salesforce Integration to bring telephony into its CRM and meet regulatory needs.

Natterbox implemented smart call routing, mobile integration, call recording linked to Salesforce Financial Services Cloud, and voice-quality improvements, giving Moneyfarm scalable, compliant voice infrastructure across countries. As a result Moneyfarm can now track inbound and outbound calls, measure call durations and resolution outcomes, feed interaction data into business analysis and training, and support growth and future ML-driven insights — all while maintaining compliance and improved customer access.

MoneyFarm

Stefano Giudici

Data & Integrations Product Manager