By industry / Financial Services
The communication solution for financial services
Whether you’re an investment bank, a financial advisor or a financial services provider, a powerful communication tool can make the difference between success and failure. That’s where CircleLoop comes in.
cloud-based phone system
Never miss a call! Let you access call routing options remotely
As we are a cloud-based phone system, your employees can access their number from any desktop or laptop device where there is a wifi or ethernet connection. Plus, you can set up dynamic call forwarding at the click of a button, so you can forward important calls to another user or a mobile with ease.
With our custom IVR Greetings & Menus and simple call routing you’ll be able to direct callers to the right department. Combine this with virtual numbers and you have the capability to act local but base your employees anywhere.
Never miss an issue with call recording
Our phone system provides cloud call recording at the click of a button. Not only can you reassure customers that you’ll never miss a problem, but you can use call recording to improve your training.
Call recording lets you record any incoming or outgoing call, and all call recordings are attached to a contact or call so you can access them with ease.
Our free call recording feature is ideal for establishing trends and areas for improvement. Ensure that your employees are delivering the correct message to customers.
Powerful phone system features for your bank
CircleLoop gives you access to over 60 smart self-service features. These powerful features are designed with banks, investors and insurance companies in mind, so whether you’re customer facing or simply need to have a robust internal communication system, CircleLoop can help.
CircleLoop offers customisable and professional IVR Greetings & Menus, insightful call analytics, conference calling, cloud call recording and a host of other features. You’ll have instant access to all our features at no extra charge and have full control over your employee’s operating hours and privacy settings.
Bring all your teams together under one telephone system that’s perfect for every aspect of a financial service.
Provide the support your customers need
Our call routing and IVR Greetings & Menus let you put each customer in front of the right person, while a host of other powerful features help you provide the best support possible.
Access your customer or client’s information at a glance with call notes, recordings and more assigned to individual contacts. This is invaluable when a customer is logging an issue or asking for information about a particular investment or insurance claim.
Keep your data secure
We know that security is imperative for every large or established business. That’s why CircleLoop is G-Cloud 11 listed, NCSC Cyber Essentials certified and PCI-compliant.
CircleLoop’s apps for desktop and mobile are native to each platform and we work with best-in-class voice carriers to ensure the highest levels of availability and call quality.
An affordable investment
The importance of communication in banking and other financial services goes without saying. You need your clients and customers to trust you and your employees to have open channels of communication. This means investing in the right communication solution is essential.
Fortunately, this is where CircleLoop can help. Not only do we offer a feature packed, secure phone system that integrates with some of the best tools on the market, but we do it at affordable rates.
CircleLoop’s plans that start as low as £5 per user, per month. Not only that, but you aren’t tied into lengthy contracts and can cancel at any time.
All our features and tool integrations come at no extra charge, which is something we’re proud of.
Integrate with your favourite helpdesk, chat and accounting tools
We know how important your other tools are for helping your business tick. CircleLoop integrates with the most popular helpdesk, chat, CRM, accounting and support tools.
We always have new integrations in the pipeline too.