Business Phone Solution for Financial Services

Focus on the conversation with a reliable phone solution that delivers HD audio while nixing note-taking for you.

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Why Financial Services Choose Dialpad

A Phone Built for Business
With call routing, local number availability, and automated note-taking with every call, Dialpad’s phone solution offers financial services a professional platform to connect both customers and colleagues across offices, lines, and even countries.

Secure Communications
It goes without saying that data protection is top of mind these days for anyone running a business. Dialpad ensures that whether at rest or in transit, your call data is encrypted and secure.

Trackable Conversations
No need to bother with note-taking, thanks to Voice Intelligence call transcriptions that track who said what and serve up a post-call summary complete with:

  • Identified speakers
  • Call direction & timestamp
  • Audio playback (call recording)
  • Highlighted action items (ex: “I’ll email you after this call”)

Features That Matte: Financial Service Companies

Call Transcriptions

Receive automatic call summaries after every call ends including the ability to download or share with others on your team.

Unlimited Audio Recordings

Record every inbound or outbound call with the ability to playback, download, and share recordings or store them in a shared repository.

Call Analytics and Call Logging

Track every conversation across your entire team or drill down into specifics with Dialpad’s analytics platform. Filter calls by speaker, keyword, date or time, and individual phone number.

Business App Integrations

Connect your call data including recordings and transcriptions to your existing systems. Sync your G Suite or Office 365 company directory and more, including shared emails and documents with contacts.

Softphone, Mobile, and Deskphones

Work across existing devices securely with apps for both cell phones and laptops that keep business and personal conversations separate.

"Our employees love Dialpad's ability to move from device to device"

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$15/mo/user (billed annually)

billed annually

$20/mo/user if billed monthly

1 License Minimum

Free 14-Day Trial
  • Unlimited calling in the US & CAN
  • Unlimited SMS & MMS
  • Call controls (Transfer, Hold, Mute)
  • Custom Voicemail Greeting
  • Productivity suite integrations (G Suite & Office 365)


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100 License Minimum

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  • All Pro plan features plus:
  • API & Webhooks
  • Okta Integration
  • 24/7 Phone Support
  • Service Level Agreements (SLA)