Financial Services

A comprehensive calling and texting solution for fintech, wealth management, accounting, lending, and insurance companies.

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Trusted by 5000+ sales teams worldwide

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Better conversations

Help your reps reach their full potential. Be proactive and monitor calls and coach reps in real-time, and follow up post-call with call recordings. Integrate with leading conversation analytics tools for deeper insights, and flag words or phrases for quality assurance and compliance.

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CRM Integration

Calling & texting integrated with any toolset.

Kixie has self-serve, out-of-the-box integrations with 25+ leading CRMs, helpdesks, conversation intelligence, automation platforms, and productivity tools. Webhooks and open API means our US-based team of experts will help you set up seamless integrations with thousands more.


US-based support

Let our support team help yours. Experienced agents with rapid responses.

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Automation

Automate tedious admin tasks so your reps can focus on helping customers.

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IVR

Easy to set up IVR systems route callers to agents, groups, or call queues.

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Loved by industry experts

But don't just take our word for it. Over 2000+ customers rated Kixie 5+ stars.

  • Capterra Best Value
  • Capterra Best Ease of Use
  • Kixie PowerCall & SMS Reviews
  • G2 Easiest to Use
  • G2 Momentum Leader
  • G2 Top 50 Sales Products

Super easy!


Great experience! [Kixie] got me signed up quickly and helped me set everything up. Makes dialing and tracking relationships super easy! Easily integrates with Pipedrive (the CRM we use) and will automatically record/log incoming and outgoing calls. Dialer is easy to use - automatically pops up when I log on to my computer.

Devon B. | Product & Account Manager (Financial Services, 11-50 employees)