How Can You Find the Best Business Cloud PBX Solution

Jeffery

April 21, 2021

photo 1558045262 b07fc17578f3 e1620790289190

The financial services industry has been at the forefront when it comes to technological adoption. Professionals working in the industry know just how important it is to ensure trust using a communication system. Gone are the days when companies relied upon traditional phone connections. Today, clients require more ways to access help. Thus, financial services have been switching to cloud-based communication systems at an unprecedented rate. The following should be considered to find the best business phone system for financial assistance.

1. Call Logging

Monitoring teamwork can be challenging for executives. With a cloud-based phone system, it should be as simple as reading a financial report. With a desktop, mobile device, or smartphone, managers would analyze every call placed or taken. This would allow for all communications to be tracked to ensure that client needs are met.

2. Call Recording

Another feature to consider when on the lookout for a business phone system is call recording. It is common for formal requests such as payment concerns or investment decisions to be discussed, which is why prompt action is necessary. To avoid confusion regarding who will respond to the query, a powerful cloud-based system is needed. A solution that offers unlimited audio recordings should be at the top of your mind.

3. Automated Transcription

Taking complex notes and holding a conversation at the same time is not an easy task. This is why you need to choose a cloud communication platform that provides automated transcription. Gibberish notes are no longer common. Modern systems have made it possible to accurately and clearly transcribe entire calls regardless of the pitch. In addition to this, smart transcriptions even allow you to filter the call notes based on keyword, date, phone number, speaker, and time.

4. Security

Choose a business phone system that offers maximum security. Financial institutions are at an increased risk of data theft. This is why they need to go for a system that offers data protection. Otherwise, customers will fail to trust you and not give you their money or borrow from you. To assure customers that you value their data protection, you need to find a cloud-based solution that offers amazing security in the form of encryption and robust data protection.

5. App Integration

To keep up with the latest trends, you need to find a cloud-based system that provides app integration. To keep up with the latest trends, you cannot afford to overlook app integration. As financial services rely on various apps to manage daily workflow, they need a communication platform that seamlessly integrates the other services they offer.

6. Cross-Platform Compatibility

Finally, it would help if you also considered cross-platform compatibility. Over the last few years, it has become common for employees in the financial industry to work remotely. This is why it is essential to go for a solution that offers cross-platform compatibility.

Conclusion

Now that you know what to look for in a business phone system for financial services, it is about time that you started your search.

How to create Press-1 campaign2021-05-31T22:42:53-04:00

At NOLA AUTOMATION, we know you are busy and time is valuable. We appreciate your time, so thank you for not making us wait on hold to speak with a representative… we digress 🙂

  • Type Multiple
  • Broadcast Type – Voice
  • Voice Type – Mp3 or Text to Speech
  • Select transfer Number, then continue
Do I need freight broker software CRM to run my brokerage business?2021-06-05T01:34:25-04:00

Answer: The short answer is YES; if you intend on being effective, you will require some program to manage your freight brokerage organization. Many people who succeed at their freight brokerage recognize extremely early the worth of having an easy-to-use system for effectively handling their client’s freight, invoicing customers, and paying providers. In 2021 you should check out more a streamlined omnichannel solution that also offers phone, email, SMS, ringless, video, interactive IVR, and more to help automate your brokerage business; To learn more on how NOLA can help you with your freight brokerage firm reach out to us. 

What is a softphone? How does it work?2021-05-23T12:43:29-04:00

Sip softphone; What is a softphone? How does it work? SIP Phone uses the Open Standard “SIP” to set up and manage phone calls. IP-based network or “RTP . “

So, What is a softphone?

A Softphone is a software-based application that is typically readily available as an application on your smart device or COMPUTER. It is primarily utilized as the primary phone or an expansion of a desk phone.

Softphones have actually ended up being an extra prominent service to remote employees as it gets rid of the requirement to bring a physical phone with you when you function offsite. It is likewise a much more hassle-free and effective option to link onsite and offsite employees.

Exactly how Does a Softphone Work?

There are 2 primary types of softphones: Desktop softphones and also mobile softphones.

Desktop computer softphones enable individuals to accessibility UC includes right from their computer systems without a desk phone. Just download and install a devoted application from your computer system; attributes like conversations, aesthetic voicemail, file sharing, and extra will certainly be readily available to you.

Go to Top