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:
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
Basic Phone User
-
Unlimited Calling
-
Standard Reports & Cradle to Grave
-
Direct Number (DID)
-
Mobile Twinning
-
SMS
-
Voicemail to Email
Office Phone User
-
+ All Basic Phone User Features
-
Call Recording w/ 5GB of Free Storage per User
-
Realtime Reporting, Wallboards, and Supervisor View
-
Microsoft Teams Integration
Voice Agent
-
+ All Office Phone User Features
-
Contact Center Routing to Agent Client or Deskphone
-
Skills-based Routing
-
Queue Callback
-
Reason / Account Codes
-
Realtime Alerts & Triggers
-
Listen / Whisper / Join
Multi-Channel Agent
-
+ All Previous Features
-
Web Chat
-
Email Channel
-
SMS Channel
Basic Phone User
-
Unlimited Calling
-
Standard Reports & Cradle to Grave
-
Direct Number (DID)
-
Mobile Twinning
-
SMS
-
Voicemail to Email
Office Phone User
-
+ All Basic Phone User Features
-
Call Recording w/ 5GB of Free Storage per User
-
Realtime Reporting, Wallboards, and Supervisor View
-
Microsoft Teams Integration
Voice Agent
-
+ All Office Phone User Features
-
Contact Center Routing to Agent Client or Deskphone
-
Skills-based Routing
-
Queue Callback
-
Reason / Account Codes
-
Realtime Alerts & Triggers
-
Listen / Whisper / Join
Multi-Channel Agent
-
+ All Previous Features
-
Web Chat
-
Email Channel
-
SMS Channel
Trusted By Companies Around the World
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.
Suburban Propane Success Story
Suburban Propane was in need of a reliable call reporting system, database redundancy, and a centralized management platform to keep up with their growth.
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.
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.
Fill out the form below and a team member will reach out to walk you through it!