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  • Gizbar
  • Financial Services

The call business phone system for financial services companies

Develop relationships through personalised and secure conversations with your clients, partners and policyholders.

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Your clients expect the best and Gizbar helps you deliver

Create a winning customer experience

  • Seamlessly integrate with your CRM and helpdesk to access a 360-degree view of your clients’ history and tailor every interaction to fit your customer’s needs.
  • Depend on a reliable voice solution that supports omni-channel communications with tight integrations to the tools you already use.

Get set up in minutes and make changes as needed

  • Invite your agents, organise your workflows, open for business anywhere and set up integrations in minutes.

  • Quickly adjust business hours, agent availability, call distribution and IVR settings in response to call volumes and changing needs.

Track call activity and boost call performance

  • Keep a close eye on critical KPIs like missed call rate, calls per agent and agent availability, making it easy to ensure you’re reaching your business goals.

  • Track all call activity in our Live Feed so you can quickly adjust workflows to meet demand and staff your teams to create better customer experiences.

Take comfort in knowing your data is secure

Data security is paramount. Our customers’ data is encrypted and benefits from some of the strongest information security standards in the industry.

We use TLS 1.2 and AES 256 encryption methods to secure your data both in transit and at rest in AWS data-centres that hold certifications including, ISO 27001, SOC2, PCI DSS and FedRAMP.

Connected to the tools you love

The leading app ecosystem for voice. Gizbar complements all your critical tools and workflows.

Salesforce

Kustomer

HubSpot

Helpscout

Gorgias

Intercom

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Key features

Insight Cards

See more context behind every inbound call by pulling related data from other apps into view.

Interactive Voice Response (IVR)

Set up a smart IVR directory that automatically guides callers to the correct team on their first try.

Live Feed

Gain a real-time perspective of team activity so you can shift resources and optimise productivity.

Warm Transfer

Give your teammates the option to quickly speak to one another before transferring a live call.

Call Monitoring

Accelerate employee training and boost call quality assurance by monitoring live calls.

Call Recording

Review call recordings to help confirm details, monitor quality and guide training sessions.

Business Hours

Set customised schedules to confirm exactly when each of your numbers is available to receive calls.

Call Routing

Direct calls to the correct teammates every time by customising distribution and ring rules.

Call Queuing

Give inbound callers the option to remain in the queue until one of your agents is available to talk.