FINANCE CALL CENTER SOFTWARE

Advanced Call Center Software for the Banks & Finance Industry

Q: Why do banks need call center software?

Banks need call center software to deal with thousands of calls daily related to inquiries, transactions, loans, or fraud issues. Also, calls are routed to the right team for a quick answer, and recorded for better service and compliance.

Q: How does restaurant call center software improve customer experience?

Restaurant call center software uses features like IVR, call queues, and call routing, allowing customers to reach the right department. This reduces wait times, builds trust, and makes banking services more convenient.

Q: Can loan departments use call center software?

Yes. Loan departments can use call center software and manage new applications, schedule follow-ups, and send EMI reminders automatically. This helps reduce missed payments and ensures borrowers get timely support.

Q: Is the call center software secure for financial data?

Yes, call center software is secure for financial data. Most of the call center software uses enterprise-grade encryption and access controls, which means sensitive banking information stays protected, allowing only authorized staff to access customer data or call recordings.

Q: Can banks use their existing phone numbers?

Yes. Banks can use their existing phone numbers by porting the current phone numbers to call center software or VoIP telephony services. After porting, banks or other financial sectors can continue using the same trusted numbers while gaining access to advanced call management features.

Q: Does finance call center software support international customer support?

Yes, finance call center software supports international customer support with virtual phone numbers. Banks with VoIP numbers can serve customers globally without setting up physical branches abroad.

Q: Can banking agents work remotely with Calilio?

Yes, banking agents can work remotely with Calilio. Since it is cloud-based call center software, agents can log in from any device with internet access, making it easy for banks to run hybrid or remote call center teams securely.

Q: How does call analytics help banks?

Call analytics helps banks by tracking details like call volume, wait times, missed calls, and outcomes. With AI-powered insights, banks can understand customer needs, spot issues, and improve agent performance.

Get Calilio’s finance call center software, designed to enhance customer communication across banks, credit unions, and financial service providers. Handle account inquiries, process loan applications, manage payment collections, and respond to fraud alerts, all with speed, precision, and security.

Manage inbound and outbound banking calls on one secure platform.

Support faster resolutions with IVR, call routing, and queue management.

Automate collections, loan follow-ups, and payment alerts with Power Dialer.

Record and monitor calls to meet financial regulations, resolve disputes, and improve advisor performance.

Business woman managing customer calls with banking call center dashboard showing caller ID and call types

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Get a Virtual Phone Number for Banking Call Center Services

Get virtual phone numbers with Calilio: local, mobile, and toll-free and serve clients in 100+ countries. Manage domestic and international banking calls on one platform, share numbers across teams, and scale easily during peak seasons like loan drives or year-end.

Some Numbers May Require Proof Of ID And Address Registration According To Local Laws.

Some Phone Numbers May Not Be Available Through This Search, As They Are Not Generally Offered To Customers. These Numbers Are Available On Order Request. Please Contact Support To Request Them.

How to Set Up Call Center Software for Banks?

To set up a call center software for banks, create your account, get or port numbers, add agents, and configure call flows. Once configured, banks and their agents can start managing calls as well as clients efficiently.

Get Started

Step 1

Sign up for Calilio and log in to your dashboard.

Step 2

Buy a local, mobile, or toll-free number, or port your existing ones.

Step 3

Add members to your workspace and assign them roles.

Step 4

Share numbers with your team and build IVR menus for proper routing.

Step 5

Start making inbound and outbound calls across devices.

CHOOSE COUNTRY

Use Call Center Software for Banking Services in 100+ Countries

Calilio enables banks and financial service providers to manage customer communication, offering local and international communication in 100+ countries without the need for physical branches. Expand services to new markets, reduce international communication costs, and ensure seamless global support for clients.

AllAfricaAsiaEuropeNorth americaAustraliaSouth america

FEATURES

Features of Finance Call Center Software for Financial Services & Banking Operations

Calilio’s call center software equips banks and financial service providers with IVR, power dialers, sentiment analysis, and many other tools, ensuring secure and efficient call management across every department.

IVR (Interactive Voice Response)

Direct customers to the right department without delays. Improve first-call resolution by guiding callers with simple self-service menus.

Power Dialer

Automate outbound calls for EMI reminders, loan follow-ups, payment collections, or investment updates. Boost productivity by reducing manual dialing.

Call Forwarding

Redirect incoming calls to available advisors or mobile devices when staff are busy, ensuring no customer is left unattended.

Call Transfer

Move calls between departments, such as from general banking to loan processing, without making clients repeat their concerns.

Canned Response

Provide quick, consistent answers to common queries like balance requests, account details, or payment instructions.

Call Disposition

Label calls with outcomes such as “loan approved,” “follow-up required,” or “fraud alert closed” to keep communication organized.

Business Hours

Define working hours for departments like collections or customer support. Calls outside business hours can be routed to voicemail or alternate teams.

Custom Caller ID

Display trusted bank numbers on outbound calls to increase client confidence and improve pick-up rates.

Call Listening

Supervisors can listen to live calls, whisper guidance to agents, or barge in for critical issues, improving service quality and compliance.

Custom Phone Greetings

Create professional greetings tailored for different services, such as loans, credit cards, or premium banking. Build trust from the first interaction.

Sentiment Analysis

Analyze customer emotions during calls to detect dissatisfaction or urgency. Use insights to improve support and advisor training.

Voicemail Greetings

Allow clients to leave detailed messages during peak times or after hours. Advisors can respond quickly to ensure timely service.

Integrate Finance Call Center Software with CRM for Workflow Automation

Calilio integrates smoothly with banking CRMs and financial management platforms. Every interaction, from loan inquiries to account updates, is automatically recorded and synced. Advisors get a complete view of client history before answering calls, while workflows like follow-ups and reminders are automated to reduce manual tasks and human error.

Zapier

Automation

Pipedrive

CRM

Pabbly Connect

Automation

LeadHeed

CRM

HubSpot

CRM

Salesforce

CRM

Mailchimp

Marketing

Krispchat

Sales Automation

Zendesk

Helpdesk

Request Integration

View all Integration

Use cases

Use Cases of Finance Call Center Software

Calilio excels with affordable, finance-centric features including AI-powered reporting, global reach, and CRM integration, adapting to the diverse needs of banks, lenders, and financial service providers:

Retail Banking

Handle daily queries like balance checks, account updates, and fund transfers. Make sure customers get quick and accurate answers every time they call.

Loan Departments

Track new loan applications, send EMI reminders, and follow up with applicants. Automate outreach to save time and reduce missed payments.

Credit Card Services

Assist customers with lost card reports, fraud alerts, or credit limit requests. Route them to the right team instantly for faster resolutions.

Collections Teams

Automate reminders for pending payments through calls or SMS. Reduce late payments and improve repayment rates with minimal effort.

Calilio AI-powered business phone system website on mobile

Wealth Management Firms

Support clients with portfolio updates, investment queries, or advisory calls. Maintain secure, confidential communication at all times.

Insurance & Bancassurance Units

Manage policy-related queries, renewals, and claims linked with banking products. Keep customer communication consistent across channels.

Customer Support Teams

Offer round-the-clock support for urgent issues like blocked accounts or suspicious transactions. Ensure no critical call goes unanswered.

Discover Top Call Center Software for Banks & Finance Industry

Feature / Provider	Calilio	Zendesk Talk	Aircall	CloudTalk	3CX Phone System
Starting Price (per user)	$15	$55–$115 per agent/month	$30–$50 per user/month	$19–$69 per user/month	Approx. $190/year for 8 seats (annual license)
Virtual Phone Numbers	100+ countries	70+ countries	100+ countries	160+ countries	Yes, via SIP trunk providers
Outbound Dialer	Yes	No built-in dialer	Yes (Power Dialer available)	Yes (in higher-tier plans)	Available through PBX/SIP
AI-Call Reports	Yes	Limited (add-ons)	Available via AI add-on	Available via AI add-on	Through third-party tools
Voice-to-Email	Yes	Supported (voicemail transcription)	Basic voicemail, email integration varies	Available depending on plan	Via integrations
Call Summary	Yes (AI)	Limited (add-ons)	Available via AI add-on	Available via AI add-on	Through integrations
Reason for Call	Yes (AI)	Not natively supported	Possible via AI add-on	Advanced AI features	Via integrations
CRM Integration	Yes	Yes (Zendesk ecosystem)	Yes, extensive support	Yes, in most plans	Custom via SIP integrations
Mobile App	Yes	Yes	Yes	Yes	Yes
24/7 Support	Yes	Available in higher tiers	Varies by plan	Available in higher tiers	Depends on license/vendor
Ideal For	Finance teams of all sizes	Businesses already on Zendesk	Teams needing VoIP + CRM	Banks seeking AI + global reach	Enterprises with PBX setups

SELECT PLAN

Calilio Pricing Plans for Banking Call Centers of All Sizes & Budget

Calilio’s subscription comes in three tiers: Standard, Premium, and Enterprise, designed to serve banks regardless of their scale or budget. Plans start at $15 per user/month, with the tools to manage calls, track performance, and get AI-powered reports. As well as being highly scalable, you can easily add more users and phone numbers at an affordable rate.

save 20% on Annual Plan

Standard Plan

$12
Per user/per month

$15 Save 20%

Ideal for solopreneurs, startups and small businesses venturing into affordable VoIP service.

Get Started with:

User Limit: 10
Free 1 Local Number
US or Canada
Call Recordings and Storage
Optional
Basic Realtime Dashboard

Premium Plan

$28
Per user/per month

$35 Save 20%

Leverage growing businesses and call centers with cost-effective VoIP solutions.

Everything in the Standard Plan, plus:

All Standard Plan Features
Unlimited Users
Advance Reporting
Coming Soon
Live Call Monitoring
Detailed Realtime Dashboard

Enterprise Plan

Custom

Comprehensive VoIP plan for unmatched communication solutions for large businesses and enterprises.

Everything in the Premium Plan, plus:

Queue Call Back
Coming Soon
All Call Strategy Features
Dedicated Account Manager
Phone and WhatsApp Support

Note: Your subscription only covers the plan and includes a complimentary $1 credit. Once this credit is used, you must load your wallet to make or receive calls/SMS. Phone numbers are billed separately. Please refer to the call and SMS rates for incoming and outgoing charges.

Q&A

Frequently asked questions

What is finance call center software?

Finance call center software is a cloud-based system that helps banks and financial institutions manage all customer calls and messages in one place. It makes it easier to handle account inquiries, loan applications, card services, and payment reminders without missing important calls.

Why do banks need call center software?

How does restaurant call center software improve customer experience?

Can loan departments use call center software?

Is the call center software secure for financial data?

Can banks use their existing phone numbers?

Does finance call center software support international customer support?

Can banking agents work remotely with Calilio?

How does call analytics help banks?

Still have questions?

Can’t find the answer you’re looking for? Please chat with our friendly team.

Transform Your Business Telephony with Calilio

Step into the future of seamless connectivity with Calilio. Choose our advanced business phone system and revolutionize your business telephony today.

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