Unify offices, advisors and clients on one secure platform
Customer-Centric
Value for Money
3CX Basic, PRO and AI pricing is system-based per year calculated on the number of internal and external calls (SC) you make.
Global Mobility
With the 3CX iOS and Android apps, brokers, consultants and auditors can handle voice, chat, video and SMS from one interface.
Always Updated
Version updates and new functionalities are included in every plan, ensuring your firm’s communication stays on top.
Designed for the demands of Finance industry call centers
Financial operations depend on clarity, traceability and speed. When market conditions change by the second, your communication tools must keep up. Give your teams a single, reliable point of contact across branches, departments and client channels by using 3CX Finance Business Phone System.
Unified voice, video and chat in one system. Recording access stays within each department, protecting data while giving managers the insight to improve performance.
Clear reporting keeps every call accountable. CRM integration brings client context into every conversation. MS Teams links advisors and internal teams. Mobile apps keep everyone reachable when it counts.
Quality & Performance
3CX includes Queues, Call Reports, Surveys and Call Recording tools to track performance and client sentiment. Supervisors can use Whisper, Barge In or Listen In for live training and service monitoring, while transcription and analytics reveal areas for improvement.
Integrations & Automation
Connect your CRMs, finance tools & BI platforms. Integrate with Microsoft Teams Direct Routing, automate call flows via APIs and the Call Flow Designer, or connect reporting with Power BI and Grafana. From onboarding clients to handling support tickets automations save time.
Data Control
Financial institutions are subject to strict data and reporting regulations. 3CX supports GDPR compliance, SLA tracking and on-premise installation for full data ownership. Access control and MCU technology ensure web meetings and recordings remain internal.
Your Finance Business Phone System questions answered…
Yes. It supports on-premise or private cloud installations, access control and GDPR compliance so client information never leaves your organization’s secure environment.
3CX replaces legacy systems with a single browser-based platform. Installation is quick and all updates are included with no additional licenses or plug-ins required.
Advanced IVRs, callback options and integrated live chat make it easy for customers to reach the right department quickly. Advisors can schedule secure video calls or send meeting links directly to clients.
Absolutely. Real-time SLA dashboards, call recordings and detailed reports show performance across teams and branches, helping maintain regulatory and customer-care standards.
Yes. Bridged PBXs and flexible licensing based on simultaneous calls allow smooth expansion without extra infrastructure.
It does. APIs and the Call Flow Designer connect 3CX to CRM platforms, ticketing systems and BI dashboards for complete visibility.
You can launch a trial and run it alongside your current system to evaluate performance, security and user adoption before rollout.
Industries We Work With
- Healthcare
- Automotive
- Education
- Technology
- Government
- Services
- Hospitality
- Finance
Healthcare Case Study Bringing NHS Surgeries’ Communications Back from Critical Condition
3CX’s Call Recording & UC Features Meet Surgery Requirements. "The new system dispelled our previous hang ups about hosted telephony and new technologies. With our dedicated internet line we've had a consistent and reliable service. The call quality has been great." Peter McIntyre, Practice Manager, NHS Read the case study.
A Case Study in the Automotive Industry - Buckle Up! Porsche Inter Auto Takes 3CX for a Spin
Thanks to advanced 3CX call center features, gearing up customer service was no issue. "3CX proved instrumental in helping take customer satisfaction to a higher level. We look forward to exploring new product features in upcoming 3CX updates." Željko Hitrec, Communication Manager, Porsche Inter Auto Read the case study
A Case Study in Education: Douglas County School District Enjoys Increased Security and Significant Savings
3CX was chosen above Jive®* and Cisco®* as most cost effective: “This was one of the best decisions we made. The 3CX system is easy to configure and manage and runs on hardware we already owned. ROI will be less than three years." John Endter, IT Director, Douglas County School District Read the case study
Our Case Study in Technology Showcases Benefits to Brazil’s Largest Data Center Provider
With company telephony costs reduced by 20% and increased employee mobility: "We gained high availability VoIP, easy system admin and advanced communications features. Our teams have quality communication capabilities to respond quickly to our customers." Fábio Trimarco, IT Governance Manager, Ascenty Read the case study
3CX Government Implementation Case Study in Bavaria's Landkreis Rhön-Grabfeld Across 31 Municipalities
“3CX was a replacement for Avaya. Existing VOIP infrastructure was expanded to transition from simple telephony to company-wide unified comms. 3CX apps and Web Client gave users a powerful, easy-to-use softphone." Stephen Johannes, Network Telecoms Manager, Landkreis Rhön-Grabfeld Read the case study
A Service Industry Case Study On How Argus Group Insures Themselves Against Communications Failure with 3CX
On replacing their outdated, analog Mitel®* PBX: "The 3CX project allowed us to re-examine our telephony operations. We optimized call flows, shortened wait times for clients and have granular reporting on the nature of calls in the short and long term.” Tory Richard, Head of IT, Argus Group Read the case study
3CX Leads in Club Med Hospitality Case Study - A Globally Recognized Brand Serving Guests Since the 1950’s
3CX checks in to Club Med's all-inclusive resort with a 5 star communication solution: “The integration of 3CX with our global service system (NICE In Contact / Verizon) in the USA, helped increase productivity in a cost-efficient way. Right solution deployed by right partner!” Claudio Cavalcanti, Head of IT South America, Club Med Read the case study
A Case Study in Finance - Adding Value to Phillips Securities Group with Free Interoffice Telephony for 700+ Employees
Rising telephone maintenance costs and operational deficiency over the PSTN: “3CX has cut Phillip’s phone costs sharply. Voice calls go out over the IP phone system, and are routed over the PSTN at the lowest cost. Eight offices are bridged, and interoffice calls are free with IP telephony." Terence Tung, Network Manager, Phillips Read the case study
More than 350,000 businesses globally trust 3CX to
power their everyday communications
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