3CX Solutions for Fintech

A phone system that scales easily, connects to your platform and is backed by AI for customer service.

✓3CX and custom development by SolusiPBX

Fintech companies grow fast: users, call volumes and 24/7 customer service needs rise together. The phone system must scale easily, connect to internal platforms and support both customer service and collections. SolusiPBX helps fintech build a flexible 3CX-based communication system.

Common problems

Call volume spikes suddenly

Campaigns or promos push calls up while the old system has limited capacity.

Customer service must run 24/7

With limited staff, simple questions consume agent time.

Collections and telemarketing are manual

Agents dial one by one and call outcomes are not recorded properly.

User data lives in another platform

Agents switch apps to see the user's account when taking a call.

Recording and audit needs

Service and collection conversations must be documented and easy to trace.

Solutions with 3CX

Cloud PBX that scales easily

Agent and channel capacity can grow with the business, without heavy hardware investment.

Predictive dialer and telemarketing system

Outbound calls for collections or follow-up can be managed more efficiently and results are logged.

SIP trunks with flexible capacity

Phone lines can be adjusted to incoming and outgoing call volume.

Omni-channel

Phone and messaging channels can be managed in one customer service flow.

Custom development by SolusiPBX

Beyond standard 3CX configuration, SolusiPBX can tailor the system to your workflow:

3CX API integration with your fintech platform: user account data appears when a call comes in.
AI Customer Service to answer common questions and triage calls before reaching an agent.
AI call transcription and analytics for QA and service improvement.
Custom dashboards and wallboards to monitor collection and CS team performance.

Let's discuss your Fintech needs

Tell us about your current phone system and workflows. The SolusiPBX team will help design the 3CX solution and custom development that fits best.

Frequently asked questions (FAQ)

Can the system scale when call volume rises?

Yes. It can be designed so agent capacity, channels and SIP trunks are added step by step as you grow.

Does 3CX support outbound campaigns for collections?

With our predictive dialer and telemarketing system, outbound calls can be managed more efficiently. The exact flow follows your company policy.

Can user data appear when a call comes in?

Yes, through API integration with your platform or CRM, so agents see the user profile when they answer.

Is AI available to help with customer service?

Yes. We can integrate an AI Agent for common questions and call transcription, with limits that match your business needs.

Can conversations be recorded and analysed?

Yes. Call recording can be enabled and combined with transcription and analytics for QA.