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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.

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Team communication

Invest in your communication: for clients, customers and your team

Finding the best business telephone system for financial services is essential for client confidence, data security and empowering your employees. With many making the shift to working remotely, and that shift looking likely to be permanent for many, it’s important that your teams are still complying with their recording obligations, and CircleLoop can help.

CircleLoop is the perfect phone system solution for the financial services sector. We offer communication solutions for banking, investment management and insurance that are packed full of powerful features.

I can't understand why anybody would buy a standalone telephone system when Circleloop has all of the features of an expensive PBX phone system with no desk phone equipment needed. It's fantastic."

Lesson Moore

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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.

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call recording

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.

Learn more about call recording for financial services

The costs are a lot more transparent and stable and we also have the integration based click to call and analytics options too. CircleLoop helped us to overcome the limitations of a traditional phone system."

Utility Rentals

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Powerful features

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.

Explore all our phone system features

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Customer Support

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.

Security matters

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.


Empower your financial services phone system with our killer features

Call Analytics

Data driven analysis lets you solve problems, improve sales and stop wasting time on poor prospects.

Virtual Numbers

Access hundreds of virtual numbers instantly, allowing you to appear locally or internationally and to assign multiple numbers to a user.

Cloud Call Recording

Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.

Call & Contact Tagging

Tag calls and contacts to give as much context to a sales professional as possible when making another call.


CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.

IVR Greetings & Menus

If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.

Number Porting

Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.


While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.

Click to Call

Never have to worry about leaving your CRM platform, with CircleLoop’s ‘Click to Call’ capabilities you can call your prospects directly from your tools.

Desktop and Mobile Apps

As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.

Automatic Note Taking

Never worry about taking notes during or after a call again. Call recording automatically logs everything you need as a note to the call or contact.

CRM Integrations

Hook your CRM platform up to CircleLoop and make us your CRM phone system. Get all the benefits of CircleLoop alongside your favourite sales tools.

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Cost effective

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.

See our pricing
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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.

Take your contacts from Wealthbox, Office 365, Drift, Intercom, Slack and Freshdesk on the go, or make FreeAgent, Hubspot or Pipedrive even more powerful.

We always have new integrations in the pipeline too.

Discover more integrations
Do You Have Questions?

Frequently Asked Questions

Take a look at the most frequently asked questions and don't hesitate to contact us if you need further assistance

How do I set up a cloud based phone system for my investment firm or insurance company?

CircleLoop’s entire system is app based, it’s as simple as installing it on your device. There’s no need to call out an engineer, all you need to do is sign up for an account, download the app and you’re good to go.

Check our guides for setting up your phone system.

Is CircleLoop call center software for banks?

Absolutely! CircleLoop can easily be set up as a call center for your bank’s customer service team, whether they are all in the same place or situated in different locations.

Can I port my old number?

Yes! At CirlceLoop we let you port your old number over, so you can keep it.

Are you ready?

Start your 7 day free trial today.

Set-up in minutes, no credit card required.

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