Banking, Credit Union, Stocks and Portfolio, Cash Management and Securities

XACT Financial Services applications help keep the flow of communications active for customer service, technical support and helpdesk.

To maintain a quality experience for you and your customers, we employ specifically designed teams and skillsets to help manage call flow.

These resources ensure every call and every customer receives the experience they deserve.

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We've provided Financial Support Services services to clients, such as:

Any Hour Loan

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We work with you to provide a unique solution.

We firmly believe that best and only way to provide a streamline, cutting edge solution is to work with each and every customer individually. Understanding your business allows us to custom tailor a solution that not only compliments your business but makes it seamless.

Regulatory Compliant

XACT prides itself in being FERPA regulatory compliant for financial services transactions.


In providing services to

Financial Services, of those our most popular are:

More Services

    We work diligently with our customers to design an application that fits directly into the solution they are trying to develop. Through listening and working closely, we can help design an application tailored to your needs.

    XACT solutions are designed to save you time and money, while creating efficiencies. You are only charged for time used in our applications. You never pay for something you do not use.

    Our financial applications are designed to integrate with your existing solutions, including database and PBX communications systems. This helps the flow of calls and information to be remain constant.


    XACT has created a suggested list of standard applications we use to provide assistance to financial service establishments:

    HelpDesk: providing technical or engineering assistance and support common calls.

    Centralized Customer Service: allow your customers to receive support and information from a single source, providing your customers with uniform answers and consistent service.

    Hotlines: to provide support or information to your customers or employees that can access information stored in a database or provide pre-programmed information.

  • In Action: Directo Henry (VP), Directo

    "As we have grown, XACT has scaled their operations to support our expansion, and we owe part of our growth to their excellent reporting and quick response to issues. We consider XACT to be one of our most valuable partners."

Call Us at 800.670.XACT
We'll Call You Now
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