Business phone systems for Financial Services

Technological advancements in digital communication have enabled business phone systems for financial services to achieve cost savings while delivering a smooth customer experience.

Selecting the right business phone system is crucial whether you’re an accountant, investment banker, financial advisor or any other financial services profession. The Agility phone system ensures efficient communication with clients, partners, and colleagues while maintaining security and compliance.

    What to look for when sourcing your Business phone system for Financial Services

    call recording

    Call Recording

    out of hours

    Call Routing

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    Working From Home

    Remote Working



    call analytivs & reporting

    Call Analytics & Reporting

    Financial Phone System Solutions

    Cloud & phone

    Agility is hosted in the cloud, eliminating the need for on-premises hardware and reducing maintenance and management overhead. Users can access their phone system from anywhere with an internet connection.


    Choosing the right mobile phone and tablet technology for your business is more important than ever, with faster data speeds, data intensive technology and our customers and suppliers becoming more and more demanding, it is fundamental we continue to embrace the digital age.


    CCaaS is a cloud-based contact centre solution that enables businesses to manage their customer interactions through various channels, such as voice calls, emails, chats, and social media. CCaaS platforms provide features like call routing, agent management, analytics, and customer relationship management (CRM) integration.

    Why Are Modern Telephone Systems Essential For Financial Services?

    With the PSTN Switch off meaning the traditional phone lines are being switched off in 2025, you’ll need to update to a more modern system. A cloud system can bring some crucial advantages:

    Compliance and Regulatory Requirements: Financial services companies must adhere to strict regulations. Ensure that your phone system can support compliance requirements, such as call recording and analytics.

    Reliability and Continuity: Financial institutions cannot afford communication downtime. Modern systems are designed for high availability and often include redundancy features to ensure uninterrupted communication, reducing the risk of financial losses due to disruptions.

    Growing or reducing your team: Financial services firms may expand or downsize based on market conditions. Modern phone systems offer scalability, enabling organisations to add or remove users and features as needed without major infrastructure changes.

    Finance Team
    Pen and paper in a Finance Service office

    Get through to the correct department- Complex call routing and management features help direct calls to the right department or individual, which is important for customer service and internal communication.

    Mobility: Many financial professionals need to work remotely or on the go. Modern phone systems support mobile apps, call forwarding, and remote management, ensuring accessibility and productivity from anywhere.

    Disaster Recovery: Financial firms need a solid disaster recovery plan. Modern phone systems often have redundancy and backup options to ensure communication continuity during unforeseen events.

    Agility- The communication solution for financial services

    Costs icon


    Enjoy the benefits of reduced infrastructure, remote support, no geographic restrictions, and easy maintenance and updates. Just a few of the reasons that VoIP can provide a cost-effective system.



    In the financial industry, many professionals need to work remotely or on the go. Our phone system supports mobile apps and allows for easy call forwarding and management from mobile devices.

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    VoIP can be built with specific data and communication measures for security. Even though your data may be hosted with on the cloud, that doesn’t make it any less secure.

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    Financial services firms often require complex call routing and management features to direct calls to the right department or individual.



    Agility can grow with your business. You can expand or downsize based on market conditions. Or you can add or remove users and features as needed without making infrastructure changes.

    call recording


    The ability to record and analyse calls can be essential for compliance and quality control. Look for a system that offers these features.

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    Responsive customer support is crucial in case you encounter technical issues or need assistance with system maintenance.



    Financial firms often have strict data retention requirements. Our phone system can handle long-term data storage.

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    VoIP systems allow law firms to consolidate communication tools and channels, making it easier to manage and track client interactions.

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    Get In Touch with Simplicity Group

    At Simplicity, a unique level of service and support lies at the core of our business. Our account managers are dedicated to supporting their client’s reach and exceeding their expectations. Our customers are at the forefront of what we do, and we believe we can offer a competitive price and a better service than any other provider.

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