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Industries · Financial services
Communications for firms that handle trust.
Advisors, insurance agencies and branch offices need calls that are handled carefully and easy to look back on. We set it up around your compliance team's needs.
What we hear
- Branches on separate systems with no shared directory
- Hard to find a call record when someone asks
- Advisors using personal cell numbers with clients
How we help
- Our cloud platform runs in SOC 2 compliant data centers
- All branches on one system with easy transfers
- Call recording for the people or lines you choose, with secure playback
- Every call searchable by date, person or number in Insight
- Advisors use the business number on their cell with the ConnectUC app
Call records
Search every call by number, person or date, and download to Excel.
Recording
Record the lines you choose (optional add-on).
Multi-branch
One directory and four-digit dialing between offices.
Business caller ID
Advisors call clients from the business number, wherever they are.
Tell us about your financial services business
We'll come back within 24 hours with honest options and real pricing.