Financial Services

premise-based
Do you need integration with your CRM to provide best-in-class service, or an instant ringdown connection to secure trades? Whether you’re part of a full-service bank, local credit union, insurance practice or accounting firm; professionals agree it is equally important to deliver high-quality, personalized experiences to your clients.

A great degree of reliability, security and transparency go into managing client finances. Your communications platform should be no different.

Customers depend on your in-depth knowledge and analysis. Timing is crucial to how you do business, especially tax services. Advisors understand financial service relationships need a responsive phone system to keep up with the speed of their business. Choosing a flexible communications platform that enables efficient scalability, exceptional client experience and improved success re-engaging clients separates you from the competition. While innovation offers exciting ways to achieve this goal, we understand risk mitigation is also a part of doing business.

Don’t compromise when it comes to your credibility. Invest in a tailored omnichannel solution to stay ahead of your client’s needs by staying in front of your clients – regardless of time, location or media channel.

Benefits Shared

Lower TCO, Higher ROI
While your new communications platform helps you increase revenue and client satisfaction, it’s also saving you money through reduced maintenance costs, lower support and travel costs, voice trunking and least cost routing.

Cloud solutions boast the added benefit of built-in disaster recovery – erasing the need for redundant appliance deployments.

Safeguard Brand Interactions
Record and save voice conversations so you can manage branded interactions with peace of mind – quickly Identifying those trainable moments.

Lifetime storage of unified communications like your instant messages, contact center recordings and conference calls means you have full monitoring capability over all your interactions – archived for easy access.

Reach Your Customers
Multichannel media allows your business to connect to customers via social media, video, live chat, phone, email, instant messaging and more.

Attract more customers by communicating on their terms!
One number access simplifies customers reaching you by phone, text and fax. Go paperless by sending and receiving fax from any device.

Mobile Freedom
Empower your team to provide faster response times and consistent service. With over a billion smartphone consumers, you need mobility solutions your clients and team can use to securely connect across networks, locations and devices with ease.

Your business call-routing rules apply so you maintain a professional image while you enjoy true mobile freedom. Conveniently access business contacts, emails, start video meetings, receive faxes, join conference calls, share files, check voicemail, send texts and more.

Bring Your Own Device (BYOD) ready helps effectively manage cost by allowing staff to use their own mobile devices – so you can stay focused on the big picture.

Unflinching Responsive Service
Deliver the service clients expect and add value they appreciate with robust call handling and routing rules. No more busy signals, clients reach the right person without fail thanks to agile real-time call forwarding, intelligent auto-attendant and IVR.

Increase client satisfaction with first call resolution.

Trying to answer every call while you’re on the go? Flip the call to your mobile device without interruption and continue to enjoy a professional experience with extension dialing.

Built-In Security & Disaster Recovery
Your purpose-built solution was designed to deliver carrier-grade reliability and built-in encryption and authentication safeguards. We understand that dealing with critical personal and financial information means you need a system you can depend on, that your customers trust.

Can’t make it to the office, or is the power out? Save on expensive contingency deployments. Our cloud offering comes stock with business continuity – so everyday is business as usual!

Ease of Scalability
Does your infrastructure support how you do business? Whether you’re experiencing hyper-growth or seasonality, efficiently manage users across multiple sites without the headaches.

Scale to your needs through intuitive self-managed user moves, additions and changes; or contact us and we will look after you! Your business can now expand up to 3000 users across 250 sites with no costly overhaul.

Streamlined Administration
Your management and administrative functions are simplified in one browser-based interface.
Visually manage calls, quickly update user profiles, assign call groups or advanced routing rules. Your new interface design is intuitive and user-friendly, saving you time and enabling operations with a few clicks.
Smart Finance App Integration
Digital transformation has changed the competitive landscape and consumer expectations. Ask about integrating your business intelligence with leading business CRM, ERP and cloud applications, or tell us about your custom app needs.

Does your system understand how your customers do business?