AI Power & Parallel Dialer for Financial Services Industry
Build strong relationships with your clients, partners, and policyholders through personalized and secure conversations using PowerDialer.
Simplify Scheduling and Lead Qualification with AI
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.
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.
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.
Trusted by top-performing organizations to communicate easily
Frequently Asked Questions
At Powerdialer.AI, our integrations work seamlessly with your CRM and Sales Engagement Platforms like HubSpot, Salesforce, Apollo.io, and more. Every call is automatically logged, recorded, and transcribed, with real-time syncing of call details and outcomes. Whether using our native integrations, Zapier, or API connections, we ensure your systems are always up to date.
A Power Dialer makes your calling process smoother by dialing numbers from your list and connecting you only when someone picks up. It skips over voicemails and busy signals, so you don’t waste time. After each call, it automatically logs the details into your CRM, letting you focus on having real conversations and building relationships.
Power dialer costs typically range from $20 to $300 per user monthly, based on selected features and services. At PowerDialer.AI, we deliver premium functionality at industry-leading prices, maximizing your return on investment. Experience top-tier power dialing without breaking the bank.
Yes, PowerDialer.AI offers a free plan that starts at $0 per seat per month. With this plan, you can enjoy 20 minutes of free calling each month. Additionally, our free plan includes key features like the Starter Power Dialer, Parallel Dialer, call transcription, and integrations with popular platforms such as Outreach, SalesLoft, Apollo, HubSpot, and Salesforce. It’s a great way to explore our platform before committing to a paid plan.
A Parallel Dialer boosts productivity by simultaneously calling multiple numbers. It exclusively connects you with actual people who answer, eliminating time wasted on voicemails and busy lines. This streamlines your calling process, enabling you to manage a higher volume of calls in less time. The system automatically logs essential information in your CRM after each call, freeing you to focus more on meaningful interactions with potential clients rather than paperwork.