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.
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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
Voice - Standard User
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Unlimited Calling
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Standard Reports & Cradle to Grave
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Direct Number (DID)
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Mobile Connect App
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Voicemail to Email
Voice - Office User
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+ All Voice - Standard User Features
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Call Recording w/ 5GB of Free Storage per User
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Realtime Reporting, Wallboards, and Supervisor View
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Voicemail Transcription
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SMS/MMS
Voice + Basic
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+ All Voice - Office User Features
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Contact Center Routing to Agent Client or Deskphone
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Skills-based Routing
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Queue Callback
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Reason / Account Codes
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Realtime Alerts & Triggers
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Listen / Whisper / Join
Voice + Essentials
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+ All Voice + Basic Features
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Microsoft Teams Integration*
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CRM Integrations
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EHR/EMR Integrations*
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Advanced IVR
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API Connections
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*Channel Connect Fee May Be Charged Separately
Voice + Professional
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+ All Previous Features
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Web Chat
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Email Channel
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SMS Channel
Trusted By Companies Around the World
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
Suburban Propane Success Story
Xima delivered a reliable call reporting system, database redundancy, and a centralized management platform to keep up with growth.
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
Xima’s cloud-based services work collaboratively with phone systems such as:
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.
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