Premium Conversations
for Financial Services

Reach executives behind reception and IVRs with Koncert’s AI dialer for financial services.
Protect brand reputation, improve answer rates, and move pipeline.

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Built for Premium, Executive‑Grade Financial Outreach

Banking, Insurance, and Fintech buyers have minutes not hours. Gatekeepers, IVRs, and limited call windows make manual dialing slow and risky.
Koncert routes reps to live answers with ultra‑low latency while protecting caller ID reputation and customer experience.

Compliant by Design

Features to help teams stay TCPA‑friendly with governance in mind.

Brand & Reputation Protection

Caller ID Health + Heat Map reduce spam‑flag risk.

Executive‑Grade Conversations

Single‑line precision for premium outreach; multi‑line for coverage.

Integrates directly to your CRM

Why Financial Services Teams Choose Koncert

Koncert is the AI dialer for financial services that delivers premium, compliant conversations.
Quick Connect, Local Presence, Caller ID Health, and single‑/multi‑line AI dialers help banking, insurance, fintech teams reach executives and book more meetings—TCPA‑friendly and SOC 2 aligned.

Quick Connect (Ultra‑Low Latency)

Natural openings with no “bot lag.

Automated Local Presence

Caller IDs match prospect area codes to lift pickup rates.

Caller ID Health + Heat Map

Monitor, quarantine, and refresh IDs to avoid spam‑flag drags.

Anti Call‑Blasting (ZigZag Dialing®)

Dial multiple prospects, never multiple numbers for the same person.

Waterfall Data Enrichment

Replace dead numbers and fill gaps from multiple premium sources—instantly.

Remote Coach® & Virtual Salesfloor

Live listen/whisper, call blitzes, and on‑the‑job learning—anywhere.

AI PitchLab

Role‑play with financial personas (CFO, Controller, Risk/Compliance, Treasury, Claims) before you dial.

Analytics You Can Act On

See performance by rep, list, and session to coach and iterate faster.

Choose the Right Dialing Mode for Every Motion

From regulated outreach to executive briefings, pick the financial services sales dialer that fits.
Run AI Parallel (multi‑line) for coverage, AI Power (single‑line) for premium calls, Agent‑Assisted for guarded contacts, or Click‑to‑Call for fast follow‑ups.

AI Parallel Dialer (Multi‑Line)

High‑volume multi‑line AI dialer for parallel dialing at scale. Detects live answers in real time and instantly transfers with ultra‑low latency while auto‑logging non‑answers to your CRM. Boost connect rates with Local Presence and protect performance with caller ID reputation management via Caller ID Health. Ideal for fintech outbound motions, regional banking coverage, and event/webinar follow‑ups.

AI Power Dialer (Single‑Line)

Premium single‑line AI dialer for executive‑level, high‑touch conversations. Filters voicemail, IVRs, busy/fax tones, and bad numbers so sessions move quickly and feel personal. Enjoy ultra‑low latency connects, Local Presence, and bi‑directional CRM sync for clean follow‑ups. Perfect for executive banking conversations, relationship‑led insurance outreach, and wealth management introductions.

Agent‑Assisted Dialer

Human dialing agents navigate reception and complex IVRs; your reps take only live transfers—ideal for banks, insurers, and fintechs with guarded contacts.

Click‑to‑Call Dialer

Place calls with one click inside Salesforce or Koncert Cadence with clean logging and dispositioning.

Competitive Edge

By enabling immediate outbound engagement, reps can keep up with large volume of emails with phone calls.

Koncert Dialers include this in all five of our Dialer products: AI Parallel Dialer, AI Flow Dialer, Agent Assisted Dialer, Flow Dialer, or Click Dialer

Mapped Area-Based IDs start with wide variety of numbers from all area codes

Numbers dialed are automatically chosen within the Koncert Dialer platform, to match the area code of the dialed number

Reps use the Dialer as normal, with no extra effort or steps

Other Options for Caller ID with Koncert:

Local numbers are a built-in benefit for our clients. Other options offered: Random:

Buy a specific amount of caller IDs representing a single area code or state, and shuffle through those numbers randomly as the dialer proceeds Custom Caller ID: Add your sales teams’ phone numbers to our system, or a sales rep can have their own personal number added to the system, and the direct line will be what the recipient sees as incoming See for yourself how Koncert’s Dialer options include Caller ID Management and how that can protect your brand.

Built for Every Role on the Revenue Team

SDRs & BDRs — More live connects with executive‑grade openings; less ring time.

Sales Managers — Whisper coaching, call libraries, analytics for consistent excellence.

RevOps & Enablement — Cleaner data, simpler workflows, measurable adoption.

VP / Head of Sales — Faster pipeline creation, better forecasting, and scalable governance.

Account Executives — High‑quality first conversations and multi‑threading in complex accounts.

We recently integrated RegiAI with Outreach. As a result, an astronomical amount of tasks have been created in Outreach. If we only had Outreach dialer available to us, these tasks would never be completed in a timely fashion. However, because Koncert is integrated with Outreach we can accomplish our tasks in a reasonable timeframe. The parallel dialer is a tremendous feature within Koncert.

Derek S.

SDR Team Lead

G2 Review

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I love that Koncert allows me to target more contacts simultaneously, making my workflow much more efficient compared to manual dialing. The control it offers with reports is fantastic, as it ensures I don't lose track of my activity, even with a high volume of 300 calls a day. Multitasking is significantly improved with Koncert, and the way it organizes everything simplifies my tasks.

Aime N.

Team Lead | Business Development Representatives

G2 Review

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Koncert has been a lifesaver to our company when it comes to streamlining the customer journey. We love the lead management and sales automation aspect, it automates most of the tedious tasks such as keeping tracks of leads and automating customer interactions. The customer support is also amazing.

Enghien J.

Customer care

G2 Review

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We absolutely love using the Koncert calling platform! Working with Victoria and Krystal has been a fantastic experience — their quick response times, deep product knowledge, and genuine dedication make every interaction smooth and productive. Thanks to their support, our teams and our clients’ teams are up and running faster than ever!

Justin C.

Solutions Architect