Flexible communications platform that enables efficient scalability, exceptional client experience and improved re-engagement.

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.

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.

How We Help Your Financial Services

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.

Built-In Security & Disaster Recovery

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!

Start Planning Your Financial Center of the Future Today

We’ll help you accelerate your digital financial services transformation.