Ximasoftware Call Center Software for Financial Services & Banking Favicon

Xima Call Center Software

Cloud and on‑prem contact center platform for financial service teams

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Xima Call Center Software Overview

  • Updated March 8, 2026

Xima’s Call Center Software for Financial Services & Banking is a configurable contact center platform built for regulated, high-volume environments.

Available as cloud (CCaaS) or on‑prem, it combines intelligent routing, IVR, call recording, and advanced analytics to help banks and financial institutions manage payments, customer inquiries, and compliance requirements. The system emphasizes reporting depth, workforce management, and operational visibility.

Key Features

  • Skill-Based Routing: Directs payment and banking inquiries to the most qualified agents based on skills and availability.
  • Interactive Voice Response (IVR): Automates call flows for account balance checks, payment routing, and secure customer identification.
  • Call Queuing & Callback: Offers queue callback options to reduce hold times during peak banking hours.
  • Live Call Recording: Records and stores calls for compliance, dispute resolution, and payment verification.
  • Cradle-to-Grave Reporting: Tracks the full lifecycle of customer interactions for audit trails and performance analysis.
  • Real-Time Wallboards: Displays queue metrics, service levels, and agent performance for supervisors.
  • Quality Management & Scorecards: Evaluates agent performance on payment handling, compliance scripts, and service standards.
  • Speech Analytics: Analyzes conversations to detect trends, compliance risks, and customer sentiment.
  • Workforce Management: Forecasts call volumes and schedules agents to meet service-level agreements.
  • Extensive Integrations: Connects with unified communications and business systems for streamlined financial operations.

Price

Plan Price Key Features
Essentials $50 Per User / Per Month USD Microsoft Teams Integration; Advanced IVR; Call Recording & Realtime Wallboards
Professional $68 Per User / Per Month USD All Essentials Features; Web Chat; Email, SMS & WhatsApp Channels
Elite $40 Per User / Per Month USD All Previous Features; Messaging AI & Transcription; Speech Analytics & AI Quality Management
Voice – Standard User Contact Sales Unlimited Calling; Direct Number (DID); Voicemail to Email
Voice – Office User Contact Sales Includes Standard User Features; Call Recording w/ 5GB Storage; Realtime Reporting & Wallboards
Voice + Basic Contact Sales Contact Center Routing; Skills-based Routing & Queue Callback; Listen / Whisper / Join
Voice + Essentials Contact Sales Includes Voice + Basic Features; Microsoft Teams & CRM Integrations; Advanced IVR & API Connections
Voice + Professional Contact Sales All Previous Features; Web Chat; Email & SMS Channel
Workforce Optimization Contact Sales Outcome-based Evaluations; Automated Coaching; Gamification
Workforce Management Contact Sales Team Training Tools; Performance Improvement; Supervisor Management
Speech Analytics (Add-on) Contact Sales Analyze 100% of Interactions; Actionable Reports; Interaction Insights
Xima Dialer Contact Sales Automated Dialing; Smart Lead Management; Real-time Agent Insights
Fax to Email $10 per user or number Fax to Email Feature; Per User or Number Pricing; Monthly Fee
Extra Direct Number (DID) $1.50 /month Additional Direct Number; Monthly Pricing; A La Carte Feature
Toll Free Number $2.00 /month Toll Free Line; Monthly Pricing; A La Carte Feature
Lobby Phone $20 /month Lobby Phone Line; Monthly Pricing; A La Carte Feature
Additional Recording Storage $50 per Terabyte Extra Recording Storage; Per Terabyte Pricing; Expand Storage Capacity

Price details: https://ximasoftware.com/xima-pricing/

Pros

Competitor

Pros
Five9 Xima often costs less for small to mid-sized financial institutions and offers both cloud and on-prem options. Teams that want deep reporting without enterprise-level pricing find it easier to budget. Implementation tends to be more hands-on and personalized, which appeals to banks needing tailored configurations.
Genesys Cloud CX Compared to Genesys, Xima focuses on straightforward setup and usability for supervisors. Financial service teams that prioritize reporting and call visibility over complex AI features often get value faster. The interface feels less overwhelming for smaller operations.
NICE CXone Xima delivers strong analytics and quality management without the steep learning curve common in large enterprise suites. Smaller banking contact centers appreciate quicker deployment and simpler workforce tools, especially when compliance reporting is a top priority.
Talkdesk For financial institutions needing on-premise control, Xima provides deployment flexibility that Talkdesk doesn’t. Its cradle-to-grave reporting and recording features appeal to teams handling sensitive payment disputes and regulatory audits.
RingCentral Contact Center Xima emphasizes detailed call analytics and customizable wallboards, which supervisors in banking environments rely on daily. Pricing can be more approachable for regional banks, and configuration options support specialized payment workflows.

Cons

Competitor

Cons
Five9 Five9 offers more advanced AI-driven automation and global scalability. Large financial enterprises needing extensive international support and advanced digital channel orchestration may find Xima less robust in comparison.
Genesys Cloud CX Genesys provides broader omnichannel and AI capabilities, including advanced bots and journey orchestration. Financial institutions pursuing highly automated, AI-first payment experiences may see Xima as more traditional.
NICE CXone NICE CXone includes extensive AI analytics and workforce optimization at enterprise scale. Organizations with complex, multi-country compliance needs may prefer NICE’s larger ecosystem and automation depth.
Talkdesk Talkdesk delivers strong cloud-native innovation and frequent feature releases. Teams seeking rapid AI enhancements and prebuilt financial service integrations might find Xima’s roadmap more conservative.
RingCentral Contact Center RingCentral integrates tightly with its UCaaS platform, which benefits companies already standardized on that ecosystem. Organizations wanting a single-vendor communications stack may see more seamless bundling there than with Xima.

Verified Customer Reviews

  • G2 Review (Rating: 4.5/5): Overall satisfaction runs high, with one reviewer saying they’ve been “very happy with the service.” The reporting features in xima-ccaas get a lot of appreciation, and the pricing feels “great” for what it offers. The same feedback makes it clear that xima-ccaas delivers solid value alongside reliable performance.