List of Talkdesk Proactive Outbound Engagement Customers
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United States
Since 2010, our global team of researchers has been studying Talkdesk Proactive Outbound Engagement customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Talkdesk Proactive Outbound Engagement for Customer Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Talkdesk Proactive Outbound Engagement for Customer Engagement include: Memorial Healthcare System, a United States based Healthcare organisation with 16645 employees and revenues of $2.10 billion, Arbella Insurance, a United States based Insurance organisation with 1000 employees and revenues of $1.02 billion, Nassau Financial Group, a United States based Insurance organisation with 500 employees and revenues of $600.0 million and many others.
Contact us if you need a completed and verified list of companies using Talkdesk Proactive Outbound Engagement, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Arbella Insurance | Insurance | 1000 | $1.0B | United States | Talkdesk | Talkdesk Proactive Outbound Engagement | Customer Engagement | 2024 | n/a |
In 2024, Arbella Insurance implemented Talkdesk Proactive Outbound Engagement as part of a big bang contact-center transformation alongside Talkdesk Customer Experience Automation and the Financial Services Experience Cloud. The deployment is framed within the Customer Engagement category and focused on policyholder outreach and proactive communications.
Talkdesk Proactive Outbound Engagement was configured to provide AI-driven outbound dialing and automated notification workflows, aligning dialer automation with contact-center orchestration and agent-assisted callbacks. Functional configuration emphasized automated outreach scheduling, notification orchestration, and reduction of manual agent steps, consistent with Customer Engagement operational patterns.
The implementation integrated with Talkdesk Customer Experience Automation and the Financial Services Experience Cloud to unify outbound campaigns with inbound routing and case handling logic. The architecture followed a cloud-hosted contact-center model and the operational scope covered Arbella’s North America service footprint, affecting customer service and policyholder communications functions.
Rollout was executed as a big bang cutover across contact-center operations, with governance centered on campaign controls, compliance for regulated financial services communications, and standardization of agent workflows. The initiative targeted improved service levels, reduced average handle time, and lifted customer satisfaction in North America.
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Memorial Healthcare System | Healthcare | 16645 | $2.1B | United States | Talkdesk | Talkdesk Proactive Outbound Engagement | Customer Engagement | 2021 | n/a |
In 2021 Memorial Healthcare System implemented Talkdesk Proactive Outbound Engagement as part of the Talkdesk Healthcare Experience Cloud to automate patient access and appointments. Talkdesk Proactive Outbound Engagement was deployed as a Customer Engagement solution to orchestrate outbound patient outreach, appointment reminders, and automated contact flows across its South Florida operations.
The implementation leveraged core capabilities aligned with proactive outbound engagement including dialer and agentless campaign orchestration, Autopilot automated notifications, and scripted outbound workflows. Configurations focused on automated appointment confirmations, reschedule prompts, and targeted outreach sequences, with Autopilot used to drive self-service interactions and reduce live agent load.
Memorial Healthcare System integrated the Talkdesk deployment with Epic to surface scheduling and patient contact data for outreach and appointment management. The Epic integration enabled the outreach platform to reference patient appointment records and contact preferences, supporting programmatic dialing and notification logic tied to the electronic health record workflows.
Governance centered on shifting patient access and contact center workflows toward automated outbound engagement and agent-assisted follow up, with operational coverage across patient access and appointment booking teams in South Florida. Talkdesk Proactive Outbound Engagement delivered measurable operational outcomes reported by Memorial Healthcare System, including a 69% reduction in abandonment, a 24% reduction in average handle time, and approximately 50% self-service rates via Autopilot.
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Nassau Financial Group | Insurance | 500 | $600M | United States | Talkdesk | Talkdesk Proactive Outbound Engagement | Customer Engagement | 2023 | n/a |
In 2023, Nassau Financial Group deployed Talkdesk Proactive Outbound Engagement as part of a broader Talkdesk Customer Experience Automation implementation that included Autopilot. The deployment uses the Customer Engagement application to expand outbound channels and support contact center outreach for the company’s insurance and retirement customers in the United States, aligning Talkdesk Proactive Outbound Engagement with policyholder communications and customer service operations.
Implementation focused on proactive outbound workflows, using Talkdesk Proactive Outbound Engagement for dialer activity and automated notifications, and leveraging Autopilot to centralize contact center routing and automated interactions. Based on Nassau’s Financial Services Experience Cloud deployment and Talkdesk published capabilities, the rollout targeted policyholder outreach and automated communications across customer service, with configuration around outbound dialer sequencing and notification templates. Operationally the initiative modernized customer service channels for Nassau’s US operations, and the project specifically cites a reduction in average handle time of approximately 90 seconds and lower transfer rates as measured after deployment.
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