The call business phone system for financial services companies
Develop relationships through personalised and secure conversations with your clients, partners and policyholders.
BANKING, INSURANCE, PAYMENTS AND INVESTMENTS, FINANCIAL SERVICES COMPANIES GLOBALLY CHOOSE AIRCALL
Your clients expect the best and Aircall helps you deliver
Create a winning customer experience
Seamlessly integrate with your CRM and helpdesk 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 omni-channel communications with tight integrations to the tools you already use.
"Having all the information in a single platform, Salesforce, allows us to monitor the activity of our agents, to have visibility over the sales cycle, and therefore to identify which levers can be used to improve our processes and motivate our teams.”
— Ambroise Prieur, Contact Center Administrator at SumUp
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-centres 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
Invite your agents, organise 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 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.
Connect to the business tools you love
Discover our integrations
The features financial services companies love
CRM and Helpdesk Integrations
Connect Aircall with your CRM or Helpdesk to centralise activity, automate call logging and ensure you always have a 360-degree view of your customer.
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.
Advanced analytics and live feed
Track every conversation in the Aircall dashboard, use data to make informed decisions and provide five-star customer experiences.
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.