Save you 50-70% compared to other solutions.

Contact Center Software Exclusively for Financial Services Firms

In just a few minutes get your personalized demo and see how you can elevate your customer service experience at a fraction of the cost. 

Get your questions answered and learn why thousands of companies around the world use Xima:

  • In-depth Reporting and Actionable Insights

  • Manage Teams More Effectively

  • Fast Deployment in the Cloud

  • Expert Support Team

Book Your Free Demo Today

We’ll reach out to schedule a call with one of our team members shortly!

Elevate Your Customer Experiences with Xima’s Cloud Platform

Voice

Designed to give you a simple-to-use, cost-effective, cloud phone system. The system is easily accessible from any device and can be managed remotely.

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.

What People Have To Say

Depending on your current needs, Xima has two options to get your contact center in the cloud:
  • End-to-end solution
    (Voice and Cloud Contact Center)

  • Cloud contact center paired with
    an existing phone system

Voice - Standard User

Contact Sales for Pricing
  • Unlimited Calling
  • Standard Reports & Cradle to Grave
  • Direct Number (DID)
  • Mobile Connect App
  • Voicemail to Email

Voice - Office User

Contact Sales for Pricing
  • + All Voice - Standard User Features
  • Call Recording w/ 5GB of Free Storage per User
  • Realtime Reporting, Wallboards, and Supervisor View
  • Voicemail Transcription
  • SMS/MMS

Voice + Basic

Contact Sales for Pricing
  • + All Voice - Office User Features
  • Contact Center Routing to Agent Client or Deskphone
  • Skills-based Routing
  • Queue Callback
  • Reason / Account Codes
  • Realtime Alerts & Triggers
  • Listen / Whisper / Join

Voice + Essentials

Contact Sales for Pricing
  • + All Voice + Basic Features
  • Microsoft Teams Integration*
  • CRM Integrations
  • EHR/EMR Integrations*
  • Advanced IVR
  • API Connections
  • *Channel Connect Fee May Be Charged Separately
Popular

Voice + Professional

Contact Sales for Pricing
  • + All Previous Features
  • Web Chat
  • Email Channel
  • SMS Channel

Trusted By Companies Around the World

Doctor sitting on a patient's bed, smiling

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 »
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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 »

Xima’s cloud-based services work collaboratively with phone systems such as:

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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!

Feature Release Webinar

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

  • IVR (Interactive Voice Response)

  • MMS Messaging

  • Social Media Integration

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