Financial Services

The cloud-based phone system for financial services

Provide secure client and staff communication experiences with the Apex Cloud Telephony system. Reduce your business phone costs with a flexible telephone system.

Financial Services choose Apex Cloud Telephony

Enhanced Client Interaction

As a financial services provider, building strong client relationships is vital. Our cloud-based telephone system offers features like call recording, voicemail-to-email and call analytics, enabling you to understand your client’s needs and preferences. Those features help you to deliver tailored financial advice, support, and timely follow-ups, enhancing overall client satisfaction and loyalty.

Data Security and Compliance

Our cloud-based telephone system ensures reliable and secure communication channels for financial services. With encrypted calls and data transmission, you can trust that your sensitive financial information remains confidential and protected from unauthorised access. Apex Cloud Telephony is committed to adhering to the highest security standards, and compliance with relevant regulations, such as PCI DSS and GDPR, to ensure your business complies with data protection laws.

Call Recording for Compliance and Quality Assurance

Call recording is a crucial feature tailored explicitly for financial services by Apex Cloud Telephony. With stringent regulatory requirements in the financial industry, call recording ensures compliance with regulations offering a reliable record of client interactions for auditing purposes. By securely storing and efficiently accessing recorded calls, financial service providers can enhance quality assurance, evaluate staff performance, and maintain the highest standards of professionalism.

Call Analytics and Reporting

Gain valuable insights into your communication patterns and performance with our robust call analytics and reporting tools. Track call volumes, peak times, call durations, and more to optimise resource allocation and enhance service quality. By understanding your communication trends, you can make data-driven decisions to improve productivity and streamline operations.

Key features for financial services

Call Forwarding

Forward 01, 02, 03 numbers to a mobile or even a softphone application


Create a voicemail for each user. Retrieve to your handset or via email

Call Recording

Record calls on demand and download or receive audio files via email

IVR (Auto Attendence)

Create menus and call filtering for departments

Call Queuing

Accept and queue extra phone calls than your team can handle

Out of Office

Set up for outside of working hours and amend dates and times

Mobile App

Make and receive calls with call features via user friendly mobile application

Conference Calling

Create conference rooms for an unlimited number of users via portal

Why Move To The Cloud?

Easy Installation

Installation of the Apex PBX phone system is quick and easy. The phones are configured prior to delivery, ensuring you have a painless installation process.

Reduces Costs

Apex PBX cloud telephony significantly cuts down on the cost of domestic and international calls compared to traditional phones, plus when customers and colleagues call you, they only pay local rate, rather than higher international rates.

Added Flexibility

You are in complete control of all inbound and outbound calls, and scheduling calls around your businesses’ working hours.


Our system is completely scalable for your business needs and new handsets can be added within 72 hours.

Fully Secure

The cloud is a more secure method of making calls than using a traditional analogue telephone. This modern system has standardised encryption protocols that make your calls and data more secure than ever before.

Always Connected

Distance and location have no impact on the Apex PBX cloud telephony system. Whether you are calling the other side of the country or the other side of the world, if you both have an internet connection then communication is possible.

Transform your business phone today

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