Deliver Value at Every Stage of the Financial Journey

Make customer service your competitive advantage with Xima

Attracting and retaining customers has never been more challenging. You have a unique product, and your customer service should be exceptional too. Provide easy, quick and personalized experiences your customers expect.

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Don't Get Stuck On Hold

Retain existing customers, attract new ones, enhance customer satisfaction, build trust, and improve the bottom line. By prioritizing customer service, you can differentiate yourself from competitors and build long-term relationships with your customers.

No one likes to be stuck on hold. Reduce wait times and streamline experiences by leveraging tools like AI, IVR, and skill-based call routing.

Maximize Productivity

Feedback is crucial for improving performance and efficiency. By monitoring calls, chat sessions, and other customer interactions, you can identify areas for improvement, coaching, and efficiency.

Give your customers peace of mind when they reach out to your customer service teams and get them connected to the right person the first time.

Unlock Opportunities

Turn traditional customer service into revenue-generating opportunities by having a deep understanding of your customer needs.

Leverage features like flexible call routing and give your staff the tools to quickly identify a customer’s unique financial history, and make personalized recommendations.

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Financial Teams Communicate Easier

Meeting your clients where they prefer to communicate creates a better experience for clients and employees.


Your most personal point of contact is crucial. Make sure it’s the right connection the first time, every time.


Advanced features and personalization to improve the customer experience.


Promote new products and services, answer questions, and more with real-time web chat.


Automate, interact and schedule messages for your customers all in one platform.

Build Trust

Keep Your Customers Connected

Share promotions, quickly send fraud alerts, or just say hi over the phone, through text, or email. Your customers expect to have the information they need at their fingertips on any device and at any time.

Unifying your platforms offers a streamlined, efficient, and effective communication experience. Features like IVR can quickly answer routine questions or resolve simple issues for your customers.

Advanced Features at a Fraction the Cost

Help your agents stay focused on helping customers with features that make their lives easier.

Skills-based Routing

Help your financial service professionals focus on helping customers with needs that fit their specific skills, and expertise.

Speech Analytics

Understand customer insights, identify trends in behavior, and proactively address common issues to deliver a better experience.

Queue Callback

Reduce hold times and disconnects during high call times without overwhelming your financial services professional.

Customer Success
Is Our Focus

Read more about how our solutions have helped improve businesses across the globe.

Customer Success

Fairfax Pediatric Customer Success Story

Over the past couple of years, patients have been juggling multiple priorities and were looking for convenient ways to manage their healthcare. This along with the COVID pandemic created a spike in phone calls and a challenge to modernize a dated system.

Read More »
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Customer Success

Sansio Customer Success Story

When faced with an organization restructure, Sansio Inc. was forced to expand, integrate, prioritize, and restructure their contact center. They needed a more viable, scalable solution.

Read More »
Xima Contact Center

Try Xima yourself. Schedule a demo today.

Whether your a reseller, end user, or just a little curious, the Xima Suite has something to fulfill your business needs.

Fill out the form below and a team member will reach out to walk you through it!