Trust is built one
conversation at a time.
Hipcall gives financial services teams a cloud phone system built for client advisory, compliance recording, and team coordination - with encrypted calls and smart routing on every line.
Trusted by 3,000+ companies
Why Hipcall
Built for financial services
From client advisory to regulatory compliance, every interaction counts. Hipcall keeps your teams connected and your communications secure.
Client Advisory
Route client calls to their assigned advisor instantly based on portfolio type, account tier, or caller history. Record every conversation for compliance and quality assurance.
Regulatory Compliance
Encrypted calls, automatic call recording, and detailed audit logs help you meet financial regulatory requirements. Store recordings securely and retrieve them for audits instantly.
Team Coordination
Connect advisors, traders, compliance officers, and support teams on one platform. Transfer calls with context, conference in specialists, and keep everyone aligned on active accounts.
Use Cases
One platform, every department
Wealth Management
Manage client portfolios with personalised advisory calls. Contact-based routing connects high-net-worth clients to their dedicated advisor, and every call is recorded for compliance.
Trading & Operations
Handle time-sensitive trading calls with priority routing and minimal latency. Smart routing ensures traders reach the right desk instantly. Encrypted lines protect proprietary information.
Compliance & Risk
Monitor and record all communications for regulatory compliance. Detailed call analytics and audit trails help risk teams identify issues before they escalate. Retrieve any recording instantly.
Features
Features financial teams rely on
Every feature is built to handle the security, compliance, and coordination demands of financial services.
Call Recording
Automatically record every client conversation for compliance reviews, regulatory audits, and dispute resolution.
Call Encryption
End-to-end encrypted calls protect sensitive financial discussions, client data, and proprietary trading information.
Smart Call Routing
Route clients to their assigned advisor or relationship manager based on portfolio type, account tier, or caller history.
IVR Menus
Let callers self-route to wealth management, trading, compliance, or billing - reducing hold times and misrouted calls.
Business Hours
Set trading hours, office hours, and after-hours routing per department. Route urgent calls to on-call advisors automatically.
Voicemail
Never miss a client inquiry. Voicemails are transcribed and delivered to the assigned advisor or team instantly.
Call Analytics
Track call volumes, response times, and client engagement across every department and advisor.
Contact-Based Routing
Recognise returning clients and route them directly to their portfolio manager or relationship advisor.
3,207+
Companies worldwide
50+
Countries supported
99.9%
Uptime guarantee
15min
Average setup time
Platform
More than a phone system
Your finance phone system works alongside six other products on the Hipcall platform. One login. Every client conversation in one place.
Business Phone System
HD calls, IVR, and local numbers in 50+ countries.
Call Center Software
Queues, monitoring, wallboards, and analytics.
Business SMS
Two-way texting with templates and automation.
WhatsApp Business
Manage WhatsApp alongside calls and tickets.
Live Chat Software
Website chat with agent routing and canned responses.
Customer Service
Ticketing, knowledge base, and SLA management.
Your clients deserve secure,
professional communication
No contracts. No hardware. No surprises. Start your free 14-day trial and see how Hipcall transforms your financial communications.