AI Power & Parallel Dialer for Financial Services Industry

Build strong relationships with your clients, partners, and policyholders through personalized and secure conversations using PowerDialer.

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Increase connect rates with our AI Power & Parallel Dialer

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Why Financial Services businesses trust Powerdialer?

Enhanced Efficiency

Maximize agent productivity by reducing manual dialing, allowing financial advisors to focus more on building client relationships and less on dialing numbers.

Improved Control and Consistency

Ensure a seamless call flow with back-to-back dialing, providing consistent interactions with clients and greater control over the engagement process.

Tailored Customization

Customize power dialers to meet the specific needs of financial services, such as scheduling calls based on client availability, ensuring a personalized experience.

Most Cost-Effective Dialer in the market

Utilize cloud-based power dialers for autonomous operation, providing a highly cost-efficient communication tool that can be optimized for better client engagement.

Create a Winning Customer Experience

Seamlessly integrate with your CRM for a complete view of client history, allowing tailored interactions. Rely on a dependable voice solution that supports omnichannel communications and fits seamlessly with your existing tools.

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Keep Your Data Safe and Protected

Data security is crucial. We encrypt customer data using industry-leading standards, including TLS 1.2 and AES 256 encryption, to protect it both in transit and at rest. Our AWS data centers hold certifications such as ISO 27001, SOC2, PCI DSS, and FedRAMP, ensuring your data is secure.

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Track Call Activity and Boost Performance

Monitor key KPIs like missed call rates, calls per agent, and agent availability to ensure you're meeting your business goals. Use our Live Feed to track call activity, allowing you to adjust workflows quickly and optimize staffing for improved customer experiences.

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Enhance Financial Outcomes with AI

The numbers speak for themselves! Our platform reduces manual errors, streamlines processes, and ensures timely, personalized interactions, allowing financial professionals to focus on building trust and providing superior client service, ultimately driving better business outcomes.
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70%

Increase in client satisfaction

40%

Improvement in client retention rates

95%

Reduction in call mismanagement and errors

60%

Operational cost savings per client

Trusted by top-performing organizations to communicate easily

26 calls yesterday
66 calls yesterday
75 calls yesterday
93 calls yesterday
16 calls yesterday

Frequently Asked Questions

What is a power dialer and how does it work?

A power dialer is an automated calling system that dials phone numbers from a pre-defined contact list one after another. Unlike manual dialing, power dialer software automatically detects busy signals, disconnected lines, and unanswered calls, then moves to the next number on your call list. When a call connects successfully, the power dialer immediately transfers the call to an available agent through seamless conference calling technology. This automated dialing process eliminates time wasted on manual dialing and busy signals, allowing sales teams and call centers to make significantly more calls per day while maintaining consistent contact with prospects and customers. By leveraging conference calling capabilities, power dialers save both time and money by reducing idle time between calls and maximizing agent productivity.

To learn more, check out our in-depth blog: What Is a Power Dialer?

Is PowerDialer TCPA Compliant?

Yes, PowerDialer is fully compliant with TCPA (Telephone Consumer Protection Act) regulations. Our platform is designed with built-in compliance tools to help businesses follow all federal and state-level calling laws, including Do Not Call (DNC) list suppression, call recording disclosures, and customizable calling hours based on time zones. PowerDialer includes features like automatic opt-out management, contact filtering based on consent, and real-time compliance monitoring to reduce your legal risk while maintaining outreach efficiency. Whether you're running B2B campaigns or calling consumers, PowerDialer makes it easy to stay within legal boundaries while maximizing call productivity.

How Does PowerDialer Compare to Traditional Dialers?

PowerDialer outperforms traditional dialers by automating and accelerating the entire calling process. While legacy dialers require manual input and waste time on unanswered calls, PowerDialer uses AI-powered automation to detect busy signals, voicemails, and disconnected numbers—instantly routing live calls to available agents.

Unlike outdated systems, PowerDialer supports parallel dialing, enabling your team to connect with up to 5x more leads in the same amount of time. It also includes modern features like AI voicemail drops, real-time analytics, CRM integrations, automatic call disposition, and TCPA-compliant filtering—features most traditional dialers lack.

Can I use PowerDialer with my CRM?

Yes, PowerDialer integrates seamlessly with major CRMs like Salesforce, HubSpot, Zoho, Pipedrive, and more. These integrations allow you to auto-sync contacts, log call activity, and trigger CRM workflows—all in real time, directly from your dialer. Need something more tailored? PowerDialer also supports custom integrations via APIs and webhooks, so you can connect with your in-house or industry-specific CRM tools. Whether you're running a complex sales pipeline or a niche support system,

What kind of support does PowerDialer provide?

PowerDialer.ai offers robust customer support to ensure your team is set up for success from day one. Every plan includes onboarding assistance, live chat support, and access to a comprehensive help center with step-by-step guides and video tutorials.

Need hands-on help? PowerDialer provides personalized demos, technical support via email and chat, and dedicated account managers for larger teams. Whether you're troubleshooting an issue, configuring CRM integrations, or launching your first campaign, PowerDialer’s team is available to help you every step of the way.

What kind of support does PowerDialer provide?

PowerDialer.ai offers robust customer support to ensure your team is set up for success from day one. Every plan includes onboarding assistance, live chat support, and access to a comprehensive help center with step-by-step guides and video tutorials.

Need hands-on help? PowerDialer provides personalized demos, technical support via email and chat, and dedicated account managers for larger teams. Whether you're troubleshooting an issue, configuring CRM integrations, or launching your first campaign, PowerDialer’s team is available to help you every step of the way.

AI Power & Parallel Dialer for  Industry

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Try For Free

Increase connect rates with our AI Power & Parallel Dialer

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Why  businesses trust Powerdialer?

Integrated platform for candidate support

Integrate with business tools and centralize data to provide a seamless candidate experience, covering admissions, enrollments, counseling, and more.

Integrated platform for candidate support

Integrate with business tools and centralize data to provide a seamless candidate experience, covering admissions, enrollments, counseling, and more.

Integrated platform for candidate support

Integrate with business tools and centralize data to provide a seamless candidate experience, covering admissions, enrollments, counseling, and more.

Integrated platform for candidate support

Integrate with business tools and centralize data to provide a seamless candidate experience, covering admissions, enrollments, counseling, and more.

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Bar graphs showing hours worked and launched projects by month.

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Bar graphs showing hours worked and launched projects by month.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Get Started
Bar graphs showing hours worked and launched projects by month.

Trusted by top-performing organizations to communicate easily

26 calls yesterday
66 calls yesterday
75 calls yesterday
93 calls yesterday
16 calls yesterday

Frequently Asked Questions

What is a power dialer and how does it work?

A power dialer is an automated calling system that dials phone numbers from a pre-defined contact list one after another. Unlike manual dialing, power dialer software automatically detects busy signals, disconnected lines, and unanswered calls, then moves to the next number on your call list. When a call connects successfully, the power dialer immediately transfers the call to an available agent through seamless conference calling technology. This automated dialing process eliminates time wasted on manual dialing and busy signals, allowing sales teams and call centers to make significantly more calls per day while maintaining consistent contact with prospects and customers. By leveraging conference calling capabilities, power dialers save both time and money by reducing idle time between calls and maximizing agent productivity.

To learn more, check out our in-depth blog: What Is a Power Dialer?

Is PowerDialer TCPA Compliant?

Yes, PowerDialer is fully compliant with TCPA (Telephone Consumer Protection Act) regulations. Our platform is designed with built-in compliance tools to help businesses follow all federal and state-level calling laws, including Do Not Call (DNC) list suppression, call recording disclosures, and customizable calling hours based on time zones. PowerDialer includes features like automatic opt-out management, contact filtering based on consent, and real-time compliance monitoring to reduce your legal risk while maintaining outreach efficiency. Whether you're running B2B campaigns or calling consumers, PowerDialer makes it easy to stay within legal boundaries while maximizing call productivity.

How Does PowerDialer Compare to Traditional Dialers?

PowerDialer outperforms traditional dialers by automating and accelerating the entire calling process. While legacy dialers require manual input and waste time on unanswered calls, PowerDialer uses AI-powered automation to detect busy signals, voicemails, and disconnected numbers—instantly routing live calls to available agents.

Unlike outdated systems, PowerDialer supports parallel dialing, enabling your team to connect with up to 5x more leads in the same amount of time. It also includes modern features like AI voicemail drops, real-time analytics, CRM integrations, automatic call disposition, and TCPA-compliant filtering—features most traditional dialers lack.

Can I use PowerDialer with my CRM?

Yes, PowerDialer integrates seamlessly with major CRMs like Salesforce, HubSpot, Zoho, Pipedrive, and more. These integrations allow you to auto-sync contacts, log call activity, and trigger CRM workflows—all in real time, directly from your dialer. Need something more tailored? PowerDialer also supports custom integrations via APIs and webhooks, so you can connect with your in-house or industry-specific CRM tools. Whether you're running a complex sales pipeline or a niche support system,

What kind of support does PowerDialer provide?

PowerDialer.ai offers robust customer support to ensure your team is set up for success from day one. Every plan includes onboarding assistance, live chat support, and access to a comprehensive help center with step-by-step guides and video tutorials.

Need hands-on help? PowerDialer provides personalized demos, technical support via email and chat, and dedicated account managers for larger teams. Whether you're troubleshooting an issue, configuring CRM integrations, or launching your first campaign, PowerDialer’s team is available to help you every step of the way.

What kind of support does PowerDialer provide?

PowerDialer.ai offers robust customer support to ensure your team is set up for success from day one. Every plan includes onboarding assistance, live chat support, and access to a comprehensive help center with step-by-step guides and video tutorials.

Need hands-on help? PowerDialer provides personalized demos, technical support via email and chat, and dedicated account managers for larger teams. Whether you're troubleshooting an issue, configuring CRM integrations, or launching your first campaign, PowerDialer’s team is available to help you every step of the way.