UCaaS for Finance & Insurance

Close more clients.
Miss fewer calls.

X Giga gives financial advisors and insurance agents compliance recording, CRM integration, and multi-location phone systems — live in 48 hours.

No contracts

Setup in 48–72 hrs

Bilingual EN/ES

Miami-based support

The problem

How finance firms lose business on the phone.

No compliance recording

Regulatory requirements demand call recording, but legacy phone systems make retrieval a nightmare.

Missed prospect calls

Warm leads call once. If no one answers, they call a competitor.

No CRM integration

Call history lives in the phone system, contact history lives in the CRM. Advisors waste time bridging the two.

Multi-office chaos

Branch offices on different carriers mean separate phone bills, no unified directory, and no visibility across locations.

What X Giga delivers

Compliance Call Recording

All calls recorded, time-stamped, and searchable. FINRA, SEC, and state-level compliance ready.

CRM Integration

Native integration with Salesforce, HubSpot, and Zoho. Calls logged automatically to the contact record.

Call Analytics

See which advisors are most responsive, which campaigns drive inbound, and where calls drop off.

Multi-Location Dial Plan

One unified phone system across all branch offices. Single bill, single admin portal, full visibility.

Advisor Mobile App

Take client calls from your business number anywhere. Clients never see a personal cell.

Voicemail to Email

Every voicemail transcribed and delivered to email instantly. Never miss a prospect follow-up window.

Simple pricing

No per-feature add-ons. No surprise bills. Just one flat rate per user.

Starter

$22/user/mo

Unlimited calls, IVR auto-attendant, voicemail-to-email, mobile app, and free number porting. Perfect for small teams.

Get started

Free audit of your current setup. New system live in 48 hours. No contracts.