VoIPstudio for Finance Industry
Deliver reliable client communication
In financial services, every call matters. VoIPstudio provides a secure and cost-effective communication platform tailored to your needs.
Trusted by growing teams, from dynamic SMBs to established enterprises
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.
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Maintain records of interactions
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Identify areas for improvement
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Ensure compliance
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 with automated call routing.
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Route client calls to account managers
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Direct inquiries to the right team or agent
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Add IVR for support, payments, and fraud
Optimize call handling for better client service
Direct loan or investment inquiries to the right department
Reduce call transfers and wait times by sending customers straight to the appropriate team for faster, more accurate assistance.
Route high-priority client calls to assigned account managers
Make sure your most valuable clients are always connected to their dedicated point of contact, improving service and trust.
Set up IVR menus for support, payments, and fraud reporting
Provide a clear, self-service call experience that quickly routes callers to the right option, such as billing, support, or urgent fraud concerns.
VoIPstudio makes it easier for us to scale our business.
Thanks to the possibilities related to improving the quality of our services, VoIPstudio makes it easier for us to scale our business. In our industry, contact with a service person is extremely important as it allows us to build a relationship and customer loyalty toward us. It makes it easier for us to reach new customers and retain them.
Michał Zając
Product Owner at ING Accounting
Business-ready features, out of the box
New numbers in seconds
Easy set up, unlimited international numbers
Integrations
Integrates with HubSpot, Salesforce, and more
Call recording
Maintain accurate records and call transcripts
Advanced call routing
Set call routing rules and ring duration
Phone menus (IVR)
Greet and route callers to the right agent or team
Call analytics
Gain insight into conversations and team activity
Work smarter with connected systems
VoIPstudio integrates with CRMs and workflow tools, allowing advisors to make and receive calls directly from their existing systems or create smart workflows.
Ready to launch?
Try a complete call center free for 30 days: menus, queues, compliant recording, analytics, and integrations. With optional low-cost inclusive minutes packages and advanced CX Add-on with AI call analysis available.
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24/7 support
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99.99% Uptime guarantee
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Global connectivity
