Whether your financial services firm is small, mid-sized or enterprise-scale, you need reliable and powerful business telephones. With so many available options, choosing the right phone vendor and configuring your system to best meet your specific needs is a difficult process.

Your financial services business needs a stress-free and secure phone system that complies with regulatory standards. At BSB, we can walk you through the process of choosing and migrating to a competitive, secure, compliant and cost-effective phone system.

Phone Capabilities to Leverage in the Financial Services Industry

Many phone features such as conference calling, line designations and call forwarding have been in operation for decades. But new features offered by VoIP (Voice over Internet Protocol) phone systems add substantial value.

Auto Attendant

This automated receptionist service can provide front-line service by answering customer questions and routing incoming calls directly to the appropriate party. Auto attendants can also provide key information after hours and on holidays, which reduces the need for staffing. By choosing a VoIP phone system with an auto attendant, your financial services business can improve customer service and cut staffing costs.

Unified Communications

Employee productivity is dependent on secure and effective communication tools. With unified communications, employees will be able to connect their laptop, tablet and mobile to the same phone line.

With a modern VoIP phone system, you will not only receive the voice lines your business needs, but you’ll also have access to all the remote work tools that empower employees, such as video conferencing, messaging, presence and additional collaboration applications.

Learn more about how we serve financial services companies.

CRM Integration

Many VoIP providers, such as Mitel, offer integration with CRM systems like Salesforce. Employees will have immediate access to important customer data without wasting time searching for this relevant information.

Additional Features

While the auto attendant, unified communications platform and CRM integration features are all key benefits of VoIP systems, they’re not the only advantages. Other beneficial features include:

  • Advance call routing: Automatically or easily transfer calls to the right extension. Easily set up call routing for after-hours and holidays.
  • Analytics: Access the data you need to improve customer service easily with a VoIP phone system.
  • Easy to scale: Quickly add new lines and connect new employees to your phone system.
  • Reliability: Avoid the costly disruptions caused by weather events and power outages with a secure and flexible VoIP system.
  • Voicemail to email: Notify employees when they receive a voicemail in their email inbox and allow them to listen to the message directly from their inbox.

The exact features that you will receive will depend on the VoIP service you choose. BSB can help you identify and configure the most productive and cost-effective VoIP phone system for your business.

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Upgrade Your Phones for Price, Compliance and Customer Experience

VoIP phone solutions provide up-to-date technology that will help you attract and retain new customers who expect full digital support. VoIP phone systems are also more cost-effective than traditional phone systems that require costly hardware upgrades and maintenance.

It’s also advantageous to switch to a VoIP provider because of the lack of support for traditional PBX and PTSN phone systems. As these legacy models decline in popularity, support for any problems that occur will become more difficult to come by. These problems will lead to downtime for your team and decreased customer service.

Switching to a VoIP phone system will ensure that you’ll have access to continued support and the technology you need to outpace your competitors.

Mitel Offers Key Phone Features for Business Telephones

Mitel is a world-class communications provider offering VoIP phone systems that allows you to streamline operations and remain in regulatory compliance. With Mitel, you can give your customers the ease, efficiency and security of the cloud.

VoIP phone solutions from Mitel include:

  • Self-service features
  • Automation
  • Full compliance with MiFID II, GDPR, Dodd-Frank and PCI SS
  • Compliant interaction recording and speech analytics
  • Integration with CRM tools such as Salesforce
  • Optimum security

Take advantage of Mitel to build your own contact center, add multimedia faster and enjoy improved performance from consistent software updates.

Our team at BSB can help you evaluate your options and configure a powerful, secure, cost-effective VoIP phone system for your business.

Book a meeting with BSB to set up white-glove service and implementation of your new phone system.