Financial sector
Deliver reliable and professional client communication
In financial services, every call matters. VoIPstudio provides a secure and cost-effective communication platform tailored to your needs, whether you’re handling client consultations, commercially-sensitive discussions, or urgent insurance claims.
Virtual switchboard
Maintain a professional image with intuitive call management, ensuring clients reach the right advisor quickly and feel valued, even during busy periods.
Call recording
Ensure compliance, resolve disputes, and keep accurate client records with built-in call recording that securely stores every conversation.
Smart call routing
Automatically direct calls to the right department or advisor using IVR menus and managed queues, ensuring a great client experience and reducing call handling time.
Integrations, analytics, 24/7 support
VoIPstudio includes built-in call analytics, flexible call center wallboard options, and even connects with leading CRMs and other applications easily.
24/7 human support
All VoIPstudio services are backed by 24/7 expert assistance for complete peace of mind.
Financial Call Management
Manage your inbound calls with our virtual switchboard
VoIPstudio’s intuitive virtual switchboard helps financial firms handle high call volumes with ease. Whether managing client queries, processing claims, or coordinating with stakeholders, our cloud-based system ensures every call is answered efficiently.
Call Recording & Compliance
Record and securely store sensitive conversations
Regulatory compliance and record-keeping are critical in financial services. VoIPstudio offers unlimited call recording, ensuring you can review discussions and store records securely, helping you meet your compliance requirements. Integrate with CRMs like Salesforce, Zoho, and Oracle Sales Cloud for a seamless workflow.
Call Routing for Financial Services
Ensure every client gets the right support
Tax inquiries go to accountants, investment questions go to financial advisors, and insurance claims go to the right specialist—set up automated call routing in minutes. Need help? Our expert support team is available 24/7.
Financial CRM & Business Tool Integrations
Seamlessly connect with your existing platforms
VoIPstudio integrates with CRMs and workflow tools, allowing advisors to make and receive calls directly from their existing systems or create smart workflows. Connect to 1,000+ apps with Zapier to automate client interactions and streamline operations, or connect directly with the platform using the API.
