Customer Feature Webinar: Explore the latest releases in IVR, MMS Messaging, and Social Media Integration.

Call Center Software for the Financial Industry

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, but communicating with them doesn’t have to be difficult. You have a unique product, and your customer service should be exceptional, too. Provide easy, quick, and personalized experiences your customers expect and deserve with the help of Xima’s solutions.

lady working on keyboard in the financial services industry

Key Benefits of Xima’s Call Center Software for the Financial Industry

Don't Put Customers On Hold

No one likes to be stuck on hold. Reduce wait times and streamline experiences by leveraging tools like queue callback. Customers can choose their preferred communication, whether it’s voice, email, text, or web chat.

Customer Retention

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 customer relationships. These meaningful interactions keep customers loyal to your institution, whether they’re conducting personal banking or managing a loan with you.

Maximize Productivity

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

With flexible methods of communication, you can offer your customers peace of mind when they reach out to your customer service team. They’ll be connected with the right agent the first time they reach out for support.

Unlock Opportunities

Turn traditional customer service into revenue-generating opportunities by deeply understanding your customer needs.

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

Two men shaking hands in suits in the financial sector

Financial Teams Communicate Easier

Clients usually have a preferred method of communication, and providing various communication channels creates a better experience for everyone. With Xima, we offer voice, email, chat, and SMS solutions so your customers can get in touch with you in the way that best suits their needs.


Voice is a personal point of contact, so it’s essential to make it convenient and efficient for agents and clients. Voice solutions from Xima ensure it’s the right connection the first time, every time.


Advanced email features and personalization improve the customer experience.

Additionally, Email can offer skills-based routing like a phone call, as well as reduced wait times and faster resolution.

55%* of customer interactions for financial service firms are done via email, SMS, or social media. *Thinktiv Research Study

Web Chat

Web chat is becoming increasingly popular for connecting with customer service. Promote new products and services, answer questions, and more with real-time web chat solutions from Xima.


Leverage text messages for your customers all in one platform thanks to Xima. As one of the most popular forms of communication globally, it makes sense to integrate SMS into your customer service toolkit.

Build Trust

Keep Your Customers Connected

Share promotions 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 customer issues without requiring a live agent to be available.

Advanced Features at a Fraction of the Cost

We offer our advanced features at a fraction of the cost of competitors. With fully customizable solutions, you can help your agents stay focused on assisting customers while meeting your bottom line. Never compromise quality for cost when you integrate Xima’s call center software.

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.

Other Features From Xima

Want to see how you can round out your contact center software with Xima? See what other features we have available to help reduce wait times and improve efficiency at your business:

Give your customers the option to wait on a call, or receive a callback when a call center agent is available. Call queue software answers customer calls in the order they’re received, and gives the option for customers to leave their phone numbers for a callback.

Live agent call recording provides valuable, real-time insights into your agent interactions. Recording calls provides supervisors with valuable information to help agents continually improve their customer service. Call recording can be paused to protect sensitive health information and ensure Health Insurance Portability and Accountability Act (HIPAA) compliance.

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

Open one single window to see every interaction at your contact center. Cradle-to-grave reporting provides immediate insights and recording access via an intuitive interface that helps your agents and supervisors work efficiently. Faster access to insights means you’ll see faster results.

Real-time visibility and analysis increase team alignment with customizable displays and alerts. When your team understands more about customer behavior thanks to real-time wallboards, you can implement strategies for reducing customer wait times.

Increase security by adding single sign-on capabilities to your call center. Reducing vulnerability in your system ensures your customers’ information is secure without compromising administrative convenience.

Customer Success
Is Our Focus

How will using a cloud contact center improve customer engagement and agent productivity on a company-wide level? You can see for yourself by checking out a few of our biggest success stories.

Our cloud solutions have helped people around the globe improve their businesses. We can help yours, too, with the power of cloud contact center software.

Doctor sitting on a patient's bed, smiling
Customer Success

Fairfax Pediatric Customer Success Story

“With Xima it’s nice because we can see the number of answered calls per user, we can see how even it is between all the users. And then we can see which phones are currently in use and which are ready.” – IT Manager

Read More »
Close up image of a stethascope on an ipad, on a keyboard
Customer Success

Sansio Customer Success Story

“I liked Xima because the user interface was easy to understand, I could do a lot of the things myself administratively, and pretty much every need I had, you guys checked all the boxes.” – Senior Support Manager

Read More »

Customer Testimonials

Read more Xima reviews from real customers.

Frequently Asked Questions

Have questions? Xima has answers. Check out the FAQs below.

Xima offers a host of programs that allow your business to receive inbound calls and make outbound calls. Call center software can also help manage email, live chat, and SMS messages while collecting caller information. It provides insights into customer backgrounds and capabilities for supervisors to monitor agents and improve customer service.

Some of the must-have features of call center software include:

  • Voice
  • Web Chat
  • Email
  • SMS
  • Social Media
  • Call Queuing
  • Queue Callback
  • Skills-Based Routing
  • Live Agent Call Recording
  • Interactive Voice Response (IVR)
  • Speech Analytics
  • Comprehensive Reporting and Analytics
  • Call Scripting
  • Automation

Xima offers multiple package options as well as à la carte features that can be added to any plan. You can also mix and match packages. Contact Xima today to determine which package best suits your needs.

Time is money, and Xima can save you both! Implementing call center software in the financial industry allows you to streamline operations, and focus on the customer. Agents will have convenient access to customer accounts, while customers will have convenient access to support services.

Many financial services businesses can benefit from call center services, including:

  • Banks
  • Brokerage Firms
  • Credit Unions
  • Financial Advisors
  • Insurance Companies
  • Lending Institutions
  • Mortgage Companies
  • Wealth Management Firms

Xima’s software provides instructions for setting up your software after it’s installed. Drag-and-drop options allow you to choose what solutions you want to integrate, and you can customize certain solutions.

Xima’s IVR software solutions are compatible with Avaya Cloud Office (ACO), RingCentral Office (RCO), 3CX, NetSapiens, and Metaswitch. For a comprehensive list, get in touch with us today.

Thanks to an intuitive interface, agents may not need extensive training to implement Xima solutions. Typically, agents need to be comfortable executing the following tasks:

  • Answering the phone
  • Transferring incoming calls
  • Muting and unmuting
  • Adding another agent or a supervisor to a call
  • Typing

For your convenience, Xima can offer either solution to our customers. Whether you opt for cloud-based call center software or on-site, you receive real-time reporting and all the customizable options you want to meet the needs of your business. Plus, either solution is scalable and designed to grow with you.

Cloud-based and on-site software offers many of the same features for specific call center solutions. Cloud-based solutions work well for companies that have their employees working remotely, while on-site solutions are primed for physical call centers. Both are stable and have plenty of storage available, making them primed for any of your needs.

If you’re not sure which is right for you when it comes to implementing call center software, get in touch and we’ll walk you through the options, and how they can best serve your business.

Don’t see your question here? 

Contact Xima’s team for anything else you need.

Xima Contact Center

Try Xima yourself. Schedule a demo today.

Whether you’re 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!

Feature Release Webinar

Join us for an exclusive webinar as we dive into our latest product releases for IVR, MMS Messaging, and Social Media Integration.

  • IVR (Interactive Voice Response)

  • MMS Messaging

  • Social Media Integration

Thursday, September 12, 2024 | 11:00AM ET