Financial Services VoIP Systems

Financial Services VoIP Phone Systems

Transform your financial institution's communication with modern VoIP phone systems designed for banking, insurance, and investment environments. Secure, compliant, and integrated solutions that enhance customer service and streamline operations across Lincoln and the UK.

Call 01522 282101

Comprehensive Financial Services VoIP Solutions

Modern communication systems designed specifically for financial institutions. Enhance customer communication, improve regulatory compliance, and reduce costs with cloud-based VoIP technology.

Cloud-Based Phone System

No on-premise equipment required. Fully managed cloud VoIP system accessible from anywhere, providing flexibility and reducing maintenance costs whilst ensuring business continuity.

Banking System Integration

Integrate with core banking systems, CRM platforms, and customer databases. Screen pops with customer information when calls arrive, improving service and compliance.

Multi-Branch Connectivity

Connect multiple branches, offices, or trading floors on a single phone system. Seamless call transfer and communication across all your financial locations.

Unified Communications

Voice calls, video conferencing, instant messaging, and SMS all integrated in one platform. Collaborate effectively across your financial team whilst maintaining compliance.

FCA Compliant & Secure

End-to-end encryption, secure call recording with MiFID II compliance, and full audit trails. Maintain regulatory compliance and protect customer confidentiality.

Advanced Call Management

Intelligent call routing, queueing, voicemail-to-email, auto-attendant, and call analytics. Manage customer calls efficiently and reduce wait times for better service.

Why Choose VoIP for Financial Services

Modern VoIP systems offer significant advantages over traditional phone lines, especially in regulated financial environments where communication compliance is critical to operations.

Financial Services Expertise

Extensive experience implementing VoIP systems for banks, insurance companies, investment firms, and fintech providers across the UK with full regulatory understanding.

System Integration

Seamless integration with core banking systems, CRM platforms, and financial software. Screen pops and call logging improve efficiency and customer service.

Regulatory Compliance

Fully compliant VoIP systems with FCA-approved call recording, MiFID II compliance, encryption, and audit trails. Protect customer data and meet regulatory requirements.

Reliable Infrastructure

Enterprise-grade VoIP platform with 99.9% uptime guarantee, redundant systems, and automatic failover. Your financial communications stay operational 24/7.

Transparent Pricing

Fixed monthly pricing with no hidden costs. Predictable budgeting for your communication systems with all compliance features and recording included.

Ongoing Partnership

24/7 technical support, regular compliance reviews, and proactive monitoring. We're your long-term technology partner committed to your financial institution's success.

VoIP Solutions for Financial Institutions

Tailored VoIP phone systems for every type of financial environment, from retail banking branches to investment trading floors.

Retail Banking Branches

Complete VoIP solutions for bank branches including integration with banking systems, customer callback queues, and multi-line support for busy banking floors. Handle account enquiries, mortgage applications, and fraud alerts efficiently.

  • Banking system screen pops
  • Customer callback systems
  • Queue management for branches
  • MiFID II compliant call recording
  • Multi-branch support

Investment & Wealth Management

Enterprise VoIP systems for investment firms and wealth managers with trader-specific features, dealing desk integration, compliance recording, and client portfolio access during calls.

  • Trading floor integration
  • Dealing desk features
  • Compliance call recording
  • Client portfolio integration
  • Multi-site connectivity

Insurance Companies

VoIP systems for insurance providers with features tailored for claims handling, policy enquiries, underwriting teams, and integration with insurance management systems.

  • Claims line management
  • Policy enquiry routing
  • Underwriting team features
  • Emergency claims handling
  • Multi-department routing

Fintech & Digital Banks

Modern VoIP solutions for fintech companies and digital banks including API integration, customer onboarding support, and app-based communication features.

  • API integration capabilities
  • Customer onboarding support
  • App integration
  • Verification call features
  • Scalable infrastructure

Mortgage Brokers

Mortgage-specific VoIP systems with features for application management, client consultation, lender communication, and integration with mortgage sourcing systems.

  • Application tracking
  • Client consultation features
  • Lender direct lines
  • Document request systems
  • Multi-broker support

Financial Advisors

Professional VoIP for financial advisors with compliance features, client communication tools, appointment scheduling, and integration with financial planning software.

  • Compliance recording
  • Client communication tools
  • Appointment management
  • Secure client lines
  • Portfolio review support

Seamless VoIP Implementation Process

We manage the entire VoIP implementation from initial consultation to post-installation support, ensuring minimal disruption to your financial operations and maintaining compliance throughout.

1

Consultation & Design

Understand your communication needs, compliance requirements, and integration needs. Design a VoIP solution tailored to your financial institution.

2

Number Porting & Setup

Port your existing phone numbers and configure the VoIP system including call routing, compliance recording, and integration with banking or financial systems.

3

Installation & Training

Install phones and configure desktop/mobile apps. Comprehensive staff training on all features and best practices for financial communication compliance.

4

Go Live & Support

Switch to the new VoIP system with on-site support during the transition. Ongoing 24/7 technical support and system optimisation with compliance monitoring.

Frequently Asked Questions

Common questions about financial services VoIP systems

Is VoIP compliant with FCA and MiFID II regulations?

Yes, our VoIP systems are fully compliant with FCA regulations and MiFID II requirements. We provide secure call recording with proper consent mechanisms, tamper-proof storage, encryption, and retention policies. All communications are logged with full audit trails for regulatory compliance.

Can we keep our existing phone numbers when switching to VoIP?

Yes, absolutely. We handle the entire number porting process to transfer your existing phone numbers to the new VoIP system. This ensures continuity for customers and partners, and there's minimal downtime during the switch.

Is VoIP reliable enough for financial services?

Yes, modern VoIP systems are extremely reliable with 99.9% uptime guarantees. We use enterprise-grade infrastructure with redundant systems and automatic failover. Many major banks and financial institutions rely on VoIP for their critical business communications.

How much does financial services VoIP cost?

Costs vary depending on the number of users, compliance features required, and integrations needed. Typically, financial VoIP systems cost £20-40 per user per month with all compliance features included. This often represents significant savings compared to traditional phone lines, especially for multi-branch operations.

Can VoIP integrate with our banking or financial systems?

Yes, we specialise in integrating VoIP with banking systems, CRM platforms like Salesforce, and financial software. When a customer calls, their account details automatically appear on screen, improving service efficiency and compliance with customer identification requirements.

What happens if our internet connection fails?

VoIP systems include automatic failover features. Calls can automatically reroute to mobile phones, other branches, or alternative numbers if your internet connection fails. This ensures your financial institution remains contactable even during outages, maintaining business continuity.

Do we need to purchase new desk phones?

Desk phones are optional. Most financial staff use desktop and mobile apps on their existing computers and smartphones. However, if you prefer physical desk phones for trading floors or reception areas, we can provide these as part of the installation.

How long are call recordings retained for compliance?

Call recordings are retained according to FCA and MiFID II requirements, typically 5-7 years depending on the type of financial activity. We provide secure, encrypted storage with easy retrieval for compliance audits and dispute resolution.

Upgrade to Modern Financial Communications

Transform your financial institution's communication with compliant VoIP. Reduce costs, improve customer service, and maintain regulatory compliance. Contact us today for a free consultation.

01522 282101

Related Financial Services

WiFi Installation

Secure financial WiFi networks

Learn More

IT Support

24/7 financial IT support and management

Learn More

Access Control

Secure access control for financial facilities

Learn More