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Secure Financial Services: Seamless Communication

In the realm of finance, organizations face a myriad of challenges, from handling high call volumes to ensuring customer satisfaction and safeguarding sensitive information. Secure financial communications are paramount, and VirtualPBX offers a comprehensive business communications package with top-tier features, customer benefits, and flexible phone plans to meet these essential needs.

secure financial communications

the Best Features in VoIP

Banks, accounting firms, wealth management companies, loan companies, and other financial institutions possess unique requirements, ranging from safeguarding customer information to efficiently routing calls to the appropriate team members. With a comprehensive array of features, your financial institution’s communications are secure and efficient. Here are some key features that will benefit your organization:

  • Finance Data Security with AWS Private Storage Integration: Safely store call recordings, faxes, and voicemails in top-tier cloud storage.
  • ACD Queues Pro (Contact Center): Direct callers to specific extensions or departments for tailored assistance, whether opening accounts, discussing fees, or applying for loans.
  • Advanced Call Reporting: Analyze peak hours, call durations, and assignments to optimize your finance call center’s efficiency.
  • Device Compatibility: Enable financial executives to work seamlessly from their preferred devices, adapting to their current location and operational requirements.
Business SMS: Business Text Messaging App

From Sole Proprietorship to Scalable Success: Greenfields Financial Services' Story

Established in 1993 as a sole proprietorship, Greenfields Financial Services has evolved into a distinguished accounting and taxation firm. Incorporated in 2006, the firm specializes in comprehensive financial services, including accounting, taxation, and reporting, with a focus on union and non-profit organization tax returns.

Recognizing the need for proactive strategies during the demanding tax season and off-season, Greenfields sought a phone system with year-round flexibility, scalability, and unwavering reliability. This quest for excellence is driven by the firm’s overarching vision to provide top-tier financial services. The enhancement of its business phone system reflects Greenfields Financial Services’ commitment to delivering exceptional and reliable solutions to its clients.

Green Fields Financial Services

Customer Benefits That Work For Secure Financial Communication

Setting up your VoIP phone system is fast, secure, and affordable…but that is not all the VirtualPBX brings to the table. VirtualPBX is so much more than a state-of-the-art business communications tool. It is a community of businesses working to reach their ideal target. Take a look at some of the benefits all our customers use:

  • 24/7 Customer Services: Your customers rely on you to be available at any given moment, and the same is expected from your business phone service. You have a problem, we are ready and waiting to help.
  • Bandwidth: Need more? Hire our professional services team! An initial site survey and scope of your needs will give us the metrics we need to determine how much bandwidth you need. We’ll also secure special rates in your area for increased bandwidth.
  • Implementation Services: VirtualPBX has highly experienced resources available both remote and on-site to meet your needs. Our team will have your system up and running in a matter of a few hours.

Let us show you the transformative impact VirtualPBX can have on your contact center efficiency and customer satisfaction with a free demo! We’ll cover Live Dashboards, custom queue options, Call Tagging, and more, followed by a quote for your business.