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Financial services

Keep client calls secure, wherever your advisers work

Encrypted calls, call recording and CRM integration for fintech start-ups and established firms, with phones and IT from one provider.

  • Works on any device
  • No technical skills needed
  • Phones and IT, one provider
Overview

Your clients trust you with sensitive conversations

Clients share personal and financial details over the phone, and they expect to reach their adviser whether that adviser is in the office, at home or on the move. Your phones need to be secure and dependable at the same time.

Whether you're a fintech start-up or an established firm, we deploy a secure phone system set up around how you work. Every call on Wave is encrypted, calls can be recorded, and Communicator connects your calls with your CRM and Microsoft tools.

How we help

The right tools for financial services teams

Every call on Wave is encrypted and can be recorded, and our managed IT service looks after the systems around it, so your team can focus on clients.

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Every call encrypted

Every call and all data on Wave is encrypted, and we take a strict approach to encryption, access control and endpoint security.

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Calls on record

Record calls and keep call logs, analytics and reporting together, so you can review conversations when you need to.

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Client details at hand

Communicator connects your calls with your CRM and Microsoft tools, so client details and conversations are easier to manage together.

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Managed IT and backup

Our managed IT service adds a help desk and full system backup, to help protect you against data loss and downtime.

Recommended

Where to start

Here's what we recommend for financial services teams. Take one, or bring them together with one team to call.

  1. Phone systems

    Business phone systems

    Cloud phone systems for UK businesses: take calls on any device and keep your numbers. Wave from £9.99 and Communicator from £23.99 per user per month.

    • Keep your numbers
    • Calls on any device
    • Call handling built in
    Business phone systemsPhone systems
    PricingFrom £9.99 per user per month
  2. Phone systems

    Unified communications

    Unified communications with Communicator: calls, chat, video meetings and screen sharing in one app, wherever your team works. From £23.99 per user per month.

    • Chat, video and screen sharing
    • Desktop and mobile apps
    • Tools for team leaders
    Unified communicationsPhone systems
    PricingFrom £23.99 per user per month
  3. IT support

    IT support

    Managed IT support with a help desk for your team, onsite and remote engineers, and plans from £30 per workstation per month.

    • A help desk for your team
    • Onsite and remote engineers
    • Easy switching and backup
    IT supportIT support
    PricingFrom £30 per workstation per month
FAQs

Financial services: your questions answered

Still have a question?

Talk to our team and we'll help you find the right fit.

See all FAQs
  • Security is built in. Every call and all data on Wave is encrypted, and the system is reached over secure connections. We take a strict approach to encryption, access control and endpoint security, to help protect your clients' data and your own.

  • Yes. Call recording is included with Wave, along with call logs, analytics and reporting, so you can review conversations when you need to.

  • Yes. The softphone app puts your business number on an adviser's computer or mobile, over secure, encrypted connections. Clients see one professional number, whoever picks up.

  • Yes. Communicator includes CRM and Microsoft integration, so client details and calls are easier to manage together. Tell us which systems you use and we'll talk you through the options.

  • Yes. Our managed IT service includes a help desk, onsite and remote engineers and full system backup, to help protect against data loss and downtime. One provider for phones and IT means one team to call.

  • Yes. Whether you're a fintech start-up or an established finance business, our cloud phone systems handle your day-to-day calls and scale as you grow. Wave starts from £9.99 per user per month, so you only pay for the people who need a line.

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