One platform for unified financial communication
Organize communication across all your financial operations by creating dedicated channels for every purpose—banking, insurance, finance advisory, and more. Maintain a centralized database of messages, files, and tools required to run your day-to-day operations.
Protect sensitive information with role-based access
Control access to confidential information by assigning access based on employee roles. Limit access across the organization to secure IP addresses and mitigate the risk of breaches.
Enhance customer relationships with protected networks
Retain the context of discussions, address concerns, and build stellar rapport with customers, partners, and external stakeholders through Networks for external collaboration.
Simplify approvals and updates with workflow automation
Automate routine tasks, speed up approvals with instant Cliq channel notifications, and stay on top of important updates.
Ironclad financial security standards and compliance
Protect sensitive data as you communicate with Zoho Cliq's meetings and messaging through strict organizational and password policies, mobile device management, and data loss prevention. Zoho Cliq complies with ISO security standards, HIPAA, and data regulations like GDPR for powerful, enterprise-grade security.
Ready-to-integrate solutions to drive your financial services
Automate and track to stay on top of all things financial with Zoho Cliq's Marketplace extensions.
Zoho Expense
Manage expense reports and receive timely notifications on updates made directly inside Cliq.
Stripe
Receive bills, transactional information, reports, and other accounting data from Stripe right in your Cliq account.
Splitwise
Access your Splitwise account, add and monitor expenses, split bills and more within Cliq itself.