RingCentral for Financial Services
Trusted AI communications
for financial institutions
Bring your calls, video, and messaging into one secure app with Agentic Voice AI that helps your team drive revenue and deliver faster client service.
50,000+ inbound calls handled every month using RingCentral Contact Center at Altura Credit Union
Loved by over 600,000 businesses around the world
Secure, compliant financial communications
Be there for clients 24/7
Let AI Receptionist (AIR) handle bookings, fraud, or claims routing. Cut out the friction and phone tag so advisors can focus on high‑value relationships and revenue.
Work more efficiently
Automatically log call details and summaries using AI Virtual Assistant (AVA), eliminating manual wrap‑up so your team can focus on more complex client needs.
Learn from every interaction
AI Conversation Expert (ACE) spots new opportunities, catches service slip-ups, and gives you a clear picture of how to keep clients happy.
Upgrade your client service
Use RingCX to automate admin work so you can provide fast, personal support over voice and digital channels—while staying fully compliant.
Designed for financial services organizations of all sizes
Optimize operations and offer faster support across every touchpoint
Connect branch and remote employees
Maximize ROI and TCO by getting calling, messaging, business texting, meetings, and eFaxing in one app that works across every device.
Support clients on their preferred channels
Our secure omnichannel contact center makes it easy to serve clients over voice calls, text, email, and 20+ digital channels.
Don’t make clients repeat themselves
Give clients a better experience with smart routing that automatically transfers them to human agents (when needed) with full context.
Integrate with your favorite apps
Add essential financial services apps like Jack Henry, Theta Lake, Salesforce, and more to RingCentral.
Agentic Voice AI solutions that financial services teams love
Give clients full account support and speed up back-office work with built-in AI.
Elevate virtual advisory
Meet with clients anywhere using compliant AI-enhanced video tools. Let advisors focus on the client relationship while AI captures financial goals, action items, and CRM data in real-time.
Provide 24/7 client support
Handle client questions at any hour with AI agents that use your knowledge base to give accurate responses, ensuring your clients get instant help while cutting down on hold times.
Support your team with AI
Cut down on operational costs and paperwork by letting AI automatically take call notes, help agents with routine questions, and update records in real time.
Understand clients better
AI analyzes customer interactions to uncover service friction, predict churn behaviors, and drive loyalty—empowering your staff to deliver proactive, personalized solutions.
Invest in a better client experience
Easier loan management
Simplify loan origination and processing
Speed up underwriting and funding
Securely manage all communications
RingCentral gives our lending officers the ability to easily communicate with borrowers from anywhere, and in whatever ways they prefer.
Smoother client service
Offer a more seamless client experience
Handle card payments securely
Catch fraud more quickly
50,000+ inbound calls handled monthly with RingCX
Stronger client relationships
Streamline portfolio origination, servicing, and reporting
Upgrade advisory and planning services
Ensure regulatory compliance
We’ve seen significant cost savings with RingCentral. Plus, our teams can now work anywhere.
Faster claims processing
Improve origination and underwriting support
Optimize claims handling and coordination
Resolve claims in less time
50% reduction in phone costs with RingCentral
Keep client data secure
Stay compliant with industry regulations using enterprise-grade cloud solutions that your risk and tech teams can rely on.
Frequently asked questions
RingCentral consolidates calling, messaging, video, and eFaxing into one app alongside an omnichannel contact center that supports over 20 digital channels. It also features built-in Agentic Voice AI tools, including an AI Receptionist and Virtual Assistant, and integrates with essential financial apps like Jack Henry and Salesforce.
These platforms allow clients to connect via their preferred channels, using smart routing to transfer them to human agents with full context so they don’t have to repeat themselves. Additionally, AI agents offer 24/7 support to reduce hold times, while interaction analytics help advisors deliver proactive, personalized solutions.
They use enterprise-grade cloud security built to satisfy risk teams while protecting sensitive customer data during processes like card payments. They also integrate with specialized compliance applications like Theta Lake and offer compliant, AI-enhanced video tools for secure client meetings.
Agentic AI automates support and admin tasks by routing calls, taking notes, and updating CRM records in real time. RingCentral’s AI Conversation Expert (ACE), for example, can spot new opportunities and deploy AI agents to answer client questions 24/7 using your knowledge base.
A banking contact center helps institutions deliver seamless client service, catch fraud faster, and securely handle card payments from anywhere. It also drives significant bottom-line efficiency, reducing overall communication costs by up to 30% and keeping call abandon rates under 3%.
Institutions should choose a compliant platform that maximizes ROI by unifying all calling, messaging, and meeting tools into a single app for remote and branch staff. Modern software should also feature built-in AI to reduce administrative burdens and support integrations with your everyday tech stack.
RingCentral’s AI Receptionist (AIR) supports your team by routing urgent credit card and claims inquiries, scheduling consultations, and answering client questions 24/7 directly from your institution's knowledge base. The AI Virtual Assistant (AVA) lightens administrative loads by automatically logging conversation details, drafting interaction summaries, and assisting with client documentation.
AIR Pro for Financial Services is the financial services-specific version of RingCentral's AIR Pro (AI Representative), the agentic, voice-first AI platform launched in late 2026 as the successor to AI Receptionist. Where AI Receptionist answers, schedules, and routes (“assistive”), AIR Pro reasons through intent and autonomously executes multi-step actions across connected systems (“agentic”), built with a no-code natural language builder called AIR Pro Studio.
Financial Services is an AIR Pro industry accelerator, giving financial institutions pre-built, templated workflows so they don't have to build from scratch. These include: client onboarding and KYC, account data access, card services, advisory routing, insurance claims & FNOL management, and automated post-interaction processing.
Switch your financial services
teams to RingCentral today
teams to RingCentral today
Join over 600,000 customers worldwide that use RingCentral to run their business.
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Let’s talk about bringing your team and customer conversations together on one AI-powered communications platform.
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