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Secure, reliable telecoms systems for Financial Services companies

Secure, reliable, and flexible communications tools are vital to your Financial Services company.

We understand the regulatory challenges of communications within the Financial Services industry and can ensure that you’re compliant and that your systems are secure.

In terms of call recording, specialist telecoms solutions can give you total control over which calls are recorded and for how long.  Recordings are held securely, with the peace of mind of remote data centre storage.  It is also possible to recover accidentally deleted calls (within a pre-defined time).

Unite Telecoms systems can integrate third-party platforms, including CRM systems and project management and team collaboration software.

If your staff visit clients in their home or office, that’s no problem.  Calls and messages can be routed to their mobiles, so being away from the office isn’t a barrier to ‘business as usual’.

Our cutting-edge, cloud-based telephony links branches and makes conferencing, working from home or hot-desking and home working easy, with no loss of functionality. 

Improving customer service

Customer service expectations have never been higher, and the right telecoms system can do wonders to improve your clients’ experience of doing business with you.

Improved call-waiting times, call-back or message services, smooth transfers between departments and great sound quality all help increase client satisfaction.

Getting your telecommunications right means happy clients and increased staff productivity.  But that’s not all.  Our specialist Financial Services telecoms systems mean:

  • Secure, compliant communications
  • Call recording for regulatory compliance, follow-ups or staff training
  • Easier communication internally between departments
  • Reduced call-waiting times
  • Seamless transfer of customers between departments/locations
  • Employees being able to take calls wherever they are
  • Seeing when your busiest call times are so that you can allocate resources accordingly
  • Being able to promote offers or services to customers while they’re waiting
  • Integration of calls with your CRM or other systems
  • Crystal clear, reliable calls across your business

Financial Services telecoms solutions from Unite Telecoms

We’re experts in telecoms solutions for all kinds of Financial Services businesses – large and small – including:

  • Accountants
  • Insurance brokers and providers
  • Financial advisers
  • Life assurance and pensions
  • Funds and investments

Getting the best phone system for your business can cost less than you think – and save you money through increased productivity and efficiency.

We’ll work with you to create a bespoke solution that’s the best for your business and your customers.

VoIP for accountants


Compliant Call Recordings


Taking card payments