Cloud Communications for Financial Services
With our secure, compliant, and versatile communications and collaboration tools, your organization can now deliver a greater client experience from wherever.
Create Amazing Client Experiences
Give clients the five-star service they expect via voice, text, chat, or video without breaking the bank.
Support Wherever Workers
Provide a seamless, consistent experience to employees wherever they work.
Reduce Compliance Headaches
Our cloud solutions have security and privacy controls that address FINRA, SEC, NASD, GLBA, SOX, and more.
Customer Experience - The Best Investment You Can Make
Deliver a positive customer experience with every interaction to create loyal customers who drive more revenue.
Faster Access to Service
Get customers the answers they need quickly by getting them to the right person with intelligent call routing.
Speedy Interactions
Integrate with your system of record to deliver real-time customer information for faster account verification and context.
Self-Service Options
Let customers solve requests using self-service voice and chat options (e.g., to check their account balance or make payments).
Proactive Client Engagement
Automatically send timely messages (like payment reminders or promos for new services) via calls, texts, and emails and let clients respond.
Maintain Employee Productivity from Anywhere
Support employees wherever they work with robust, flexible communication and collaboration tools.
Customers will always see the business phone number, whether your employees call from their laptop, mobile phone, or office phone.
Video conferencing participants can join meetings from their desktop or mobile devices.
Chat messages automatically sync across mobile and desktop apps, so teams can stay connected regardless of location.
Secure Communication and Collaboration
Save, sync, and access the most current version of files from any device.
Restore files in real time across the cloud, desktop, mobile or other devices.
Protect against network threats and the possibility of downtime.
Strong security with two-factor authentication.
Enable secure access to client files in the office or virtually and the ability to share.
Built with Security and Confidentiality in Mind
Cloud Communication solutions designed to help you securely protect both client confidentially and your company's data.
Type II Audits for SSAE 16
Hosted on data centers that are audited for security, availability, processing integrity, confidentiality, and privacy according to the SSAE 16 Type II standard.
PCI-DSS
Our payment processing system has passed the strict tests required by the PCI Data Security Standards (PCI DSS) to be in line with them.
Compliance with Industry
Our solutions meet the needs of HIPAA, FINRA, SEC, NASD, GLBA, and SOX when it comes to client information.
Privacy Protection & GDPR
We have a Data Processing Agreement that is based on Standard Contractual Clauses and meets EU standards.
