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.

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 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.

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.