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972.484.4900 (Dallas) 817.529.1700 (Ft. Worth)
 

Phone Systems for the Financial Services Industry


Phone Systems for the Financial Services Industry

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Exceptional quality of service and the personal touch with your phone system are what help distinguish your financial services business from others in the industry. Accordingly, you need a phone system for your financial services business that handles customers’ calls effectively and efficiently, allowing your staff to project professionalism and maintain customers’ sense of trust that is such an important of your business. Samsung, NEC, Mitel, Avaya and cloud/hosted VoIP from Fonality all offer a robust feature set and flexibility to meet your needs as a financial services industry business.

In an industry that still requires many documents to be reviewed and signed, Fax to Email features are great tools to ensure that confidentiality is maintained and information can be archived easily.  Samsung and Fonality cloud VoIP have a Fax to Email option that will allow you have direct line fax in and out for each employee, paired with your PRI or SIP carrier services.  A resident conference bridge option from Samsung, Avaya, Mitel or Fonality cloud solutions provide the ability to schedule manager conferences without the hassle of spending time and money to travel. These tools will help your business stay on top of important issues and assure your customers that they have trusted the right organization to help manage their financial future.


Phone Systems for Mortgage Lenders and Brokers

With phone systems designed for mortgage lenders and brokers, as a mortgage professional, your business relies on building unique selling positions to differentiate your brokerage from the others. Your business is competitive, and the ability to see and track calls in real time from a desktop client can be the vital to increasing your business. Let Office Telesystems design your phone system for your lender or broker office, whether single or multi-office!

Phone Systems for Accounting Firms

With a phone system professionally designed for your accounting firms office, you create a sound first impression of your business. A successful accounting firm know that clients form an opinion about the quality of the firm before they even speak to an accountant. By implementing today's VoIP technology, you can drastically reduce the incidence of telephone tag, or ensure you get to key voice mail messages quickly with email integration for voicemail; even use call recording options to capture important details of the conversation. Fax to Email integration from Samsung and Fonality cloud can help ensure client confidentiality and the ability to archive information from many different origins for an individual client.

Phone Systems for the Banking Industry

With phone systems designed specifically for the banking industry, this is one way your branches can differentiate themselves from the competition. Does your bank tout customer relationship management (CRM) integration to your phone system? Banks that flourish have superior customer service over the phone, and CRM integration can help. How quickly does your staff get back to customers and how do they prioritize new customers from existing customers? How does your staff follow up on annual account renewals? Are your business banking reps able to grab a direct line call on their cell phone? If these are issues that sound familiar, consider a solution that addresses all of these issues and more. Office Telesystems has VoIP phone systems or digital phone systems for the job. Whether in the office or on the road, Office Telesystems’ system offerings have solutions included for the in-office and mobile workforce.

Phone Systems for Credit Unions

With phone systems for Credit Unions, you want to be assured that your inbound calling customers receive the level of service they deserve. Whether you implement an easy to navigate auto attendant or have all calls answered by a live operator, you need a phone system that handles calls efficiently, getting them to the person or department they need quickly. A telecom solution that allows your staff to project professionalism and maintain member trust is a critical part of your business.

At Office Telesystems, phone systems designed for your financial services office allow you to better manage your office, your customers and your office productivity.  Ask one of our expert sales representatives for a FREE consultation on how we can make your financial services office run more smoothly and efficiently.  Contact us or Request a Quote today!


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Office Telesystems serves Addison, Aledo, Allen, Alvarado, Argyle, Aubrey, Arlington, Azle, Balch Springs, Bedford, Benbrook, Burleson, Carrollton, Cedar Hill Cleburne, Colleyville, Coppell, Corinth, Crowley, Dallas, Decatur, Denton, Desoto, Duncanville, Ennis, Euless, Farmers Branch, Flower Mound, Forest Hill, Forney, Fort Worth, Frisco, Granbury, Grand Prairie, Grapevine, Haltom City, Highland Village, Hurst, Irving, Joshua, Keller, Kennedale, Lake Worth, Lancaster, Las Colinas, Lewisville, Little Elm, Mansfield, McKinney, Mid-Cities, Midlothian, North Richland Hills, Plano, Prosper, Red Oak, Richardson, Richland Hills, Roanoke, Rockwall, Rowlett, Sachse, Saginaw, Seagoville, Southlake, The Colony, Trophy Club, University Park, Watauga, Waxahachie, Weatherford, Westlake, White Settlement, Willow Park, Wilmer, Wylie and surrounding areas.

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