The call center software for financial services companies

The call center software for financial services companies

Develop relationships through personalized and secure conversations with your clients, partners, and policyholders.

Across banking, insurance, payments and investments, financial services companies choose Aircall Trusted by 7,000+ Companies

Your clients expect the best, and Aircall helps you deliver

Create a winning customer experience

Create a winning customer experience

  • Seamlessly integrate with your CRM and help desk to access a 360-degree view of your clients’ history, and tailor every interaction to fit your customer’s needs.
  • Depend on a reliable voice solution that supports omnichannel communications with tight integrations to the tools you already use.

Aircall’s Salesforce integration has given us the ability to move to a real omnichannel experience. This greatly increased our ability to both manage our volume as it grows and better manage our agents and their time.

— Jon Helin, doxo’s Director of Support & Business Operations

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Keep your data safe and protected

  • Data security is paramount. Our customers’ data is encrypted and benefits from some of the strongest information security standards in the industry.
  • We use TLS 1.2 and AES 256 encryption methods to secure your data both in transit and at rest in AWS data-centers that hold certifications including ISO 27001, SOC2, PCI DSS, and FedRAMP.

Want to learn more about Aircall’s data security practices and policies? Take a deep dive here.

As soon as I saw it, I thought: This is really simple, straightforward, and slick. You’ll find a lot of tools that claim to do what Aircall does, but in reality, their technology can’t compete. Aircall not only has the tech capabilities, but it’s also extremely easy to use.

— Jason Ring, Global Head of Inside Sales at Global Shares

Get set up in minutes and make changes as needed

Get set up in minutes and make changes as needed

  • Invite your agents, organize your workflows, open for business anywhere and set up integrations in minutes.
  • Quickly adjust business hours, agent availability, call distribution, and IVR settings in response to call volumes and changing needs.
Track call activity and boost call center performance

Track call activity and boost call center performance

  • Keep a close eye on critical KPIs like missed call rate, calls per agent, and agent availability, making it easy to ensure you’re reaching your business goals.
  • Track all call activity in our Live Feed so you can quickly adjust workflows to meet demand and staff your teams to create better customer experiences.
discover our integrations

Connect to the business tools you love

  • Hubspot


  • Salesforce


  • Intercom


  • Gorgias


  • Kustomer


  • Helpscout


The features financial services companies love

  • CRM and Helpdesk Integrations

    Connect Aircall with your CRM or Helpdesk to centralize activity, automate call logging, and ensure you always have a 360-degree view of your customer.

    CRM and Helpdesk Integrations
  • Call Routing and IVR

    Easily set up and adjust routing rules and IVR to make sure callers are guided to the right team on their first try.

    Call Routing and IVR
  • Advanced analytics and
    live feed

    Track every conversation in the Aircall dashboard, use data to make informed decisions and provide five-star customer experiences.

    Advanced Analytics

Featured content

Key features for financial services teams

  • Insight Cards

    See more context behind every inbound call by pulling related data from other apps into view.

  • Gain a real-time perspective of team activity so you can shift resources and optimize productivity.

  • Accelerate employee training and boost call quality assurance by monitoring live calls.

  • Set up a smart IVR directory that automatically guides callers to the correct team on their first try.

  • Give your teammates the option to quickly speak to one another before transferring a live call.

  • Review call recordings to help confirm details, monitor quality, and guide training sessions.

  • Set customized schedules to confirm exactly when each of your numbers are available to receive calls.

  • Direct calls to the correct teammates every time by customizing distribution and ring rules.

  • Give inbound callers the option to remain in queue until one of your agents is available to talk.

The phone system for modern business