The Business Phone System for Financial Services
Financial institutions manage a high volume of sensitive client inquiries every day from loan applications to account servicing and investment advice. DialLink consolidates all communication channels into one secure platform, enabling your teams to manage calls, messages, and internal collaboration in one place while delivering fast and personalized client service.
Ensure Every Client Call Is Handled Professionally
Manage all phone numbers in one place
Set up and manage local, toll-free, and international numbers across all branches or departments from a single dashboard.
Route clients to the right expert instantly
Direct incoming calls to the right department, loans, investments, customer service, or advisory, based on caller intent and business hours.
Never miss high-value financial inquiries
Ensure every call is answered quickly, especially for time-sensitive matters like loan approvals, investment opportunities, or account issues with ring groups and call queues.
Communicate Securely Across Multichannel Messaging
Send secure SMS notifications and alerts
Instantly deliver account updates, payment reminders, appointment confirmations, and fraud alerts via SMS.
Engage clients on WhatsApp for Business
Provide a modern, secure communication channel for clients who prefer messaging. Ideal for quick support, document requests, and follow-up conversations.
Send branded messages with media
Increase engagement by using RCS to deliver promotional offers, investment opportunities, and renewal reminders with rich media and interactive buttons.
Improve Internal Collaboration Across Teams
Hand off calls without disrupting client experience
Transfer calls between team members with full context or bring additional specialists into the conversation instantly.
Align teams with internal messaging threads
Collaborate privately within the same client thread to accelerate approvals, resolve issues quickly, and keep teams in sync.
Maintain Complete Call Records with AI
Automatically document every client interaction
Generate detailed transcripts, summaries, and action items from every call, reducing manual note-taking while meeting PCI-DSS, SEC, and FINRA recordkeeping requirements.
Record and organize client conversations
Capture every call for compliance monitoring, quality assurance, and training. Automatically tag and categorize calls by client, account type, or inquiry to simplify audits and retrieval.
Let AI Voice Agents Take Routine Calls
Provide 24/7 client support with AI voice agents trained on your financial services and terminology. They can answer questions about balances, interest rates, loan or application status, schedule advisory appointments, and seamlessly transfer clients to licensed professionals with full context.
Why Financial Services Firms Choose DialLink
Advanced features with flexible pricing
Get advanced tools like AI, automation, and call routing at a price built for small business budgets.
Built with compliance in mind
Maintain complete call records and communication logs in secure, encrypted storage.
Support for distributed teams
Enable advisors and support staff to work from any location using desktop, mobile, or desk phone.
Connect DialLink to Your Essential Financial Tools
Integrate DialLink with the business applications your team already relies on.
Frequently Asked Questions
Can I record client calls and remain compliant?
Yes, you can. Read more about how to stay compliant in our article on call recording compliance.
How does DialLink help with regulatory compliance?
We provide features like secure storage, custom on-hold notifications, and AI-tagging to help meet finance-sector rules.
Can I use DialLink for collections or loan servicing?
Yes, but ensure calls follow TCPA, FDCPA, and consent requirements.
Can AI agents promote financial products over the phone?
Yes, but any promotional message must follow SEC guidelines and avoid unverified investment claims. Use pre-approved scripts with disclosures.
Will I be able to use my existing phone number?
Absolutely. DialLink supports number porting with zero downtime.
Does DialLink support remote advisors or distributed teams?
Yes, use our desktop, mobile, or web apps to stay connected from anywhere.
