Unified communications for financial services

Deliver a premium customer experience with secure unified communications and contact centre solutions, with native compliance features that protect sensitive financial information and meet FCA compliance standards including MIFID II and PCI-DSS.
Request a demo
Menu

Put customers first with secure SaaS solutions

Financial services institutions in industries such as banking, insurance, and investment have unique communications and compliance requirements. Meet and exceed these requirements with our range of best-in-class SaaS solutions.

Unified communications and collaboration

CallSwitch is a unified solution for voice, video, instant messaging, call recording, online meetings,  and more, accessible from mobile & desktop applications or traditional desk phones.

Improve customer experience

Deploy intelligent routing that ensures calls reach the right agent first time, every time – with an intuitive call-flow builder that leverages features including IVR, time-of-day routing, and call queues.

AI-drive compliance & analytics

Call-recording from CallCabinet protects businesses and customers from the threat of regulatory breaches, with automatic call capture, military-grade encryption, and AI-driven insights.

Feature-rich cloud communications

Effective telecommunications are essential for delivering a premium customer service, and maintaining a productive workforce, whether operating in an office, a hybrid, or a fully remote environment.
CallSwitch offers advanced PBX functionality, integrates with most leading CRMs, includes generous call bundles that protect businesses, and has options for international numbering in over 65 international destinations.

Compliance and analytics you can trust

Trusted globally by leading financial services institutions, our trusted and award-winning call recording solution, CallCabinet, meets regulatory compliance standards including MiFID II, Dodd-Frank and PCI-DSS.
  • Call recording, transcription, screen capture, and Microsoft Teams recording.
  • 256-bit AES encrypted storage hosted in 40 global data centres.
  • Protect over-the-phone transactions via automatic redaction of financial information.
  • AI-driven voice analytics for customer experience and agent performance insights.
Learn more about compliance
Request a demo

Products to meet your unique business needs

CallSwitch UCaaS Logo

Our industry leading UCaaS solution enables teams to centralise voice, video, instant messaging, call recording, online meetings, and more, on the devices that work best for them.

Learn more

Our cloud-native compliance call recording solution, including AI powered transcription, PCI redaction, voice analytics and sentiment analysis - secured with military grade encryption.

Learn more

Awards

client
client
client
client

Latest from our blog

blog
18 June 2024

TelcoSwitch appoints David McKay as CFO

TelcoSwitch appoints David McKay as CFO Communications Platform as a Service vendor, TelcoSwitch are pleased to announce the appointment of David McKay as Chief Financial Officer. McKay brings over 10…
Liliana
Love0
blog
18 April 2024

TelcoSwitch appoints Lindsey Sutherland as CTO

TelcoSwitch appoints Lindsey Sutherland as CTO Communications Platform as a Service vendor, TelcoSwitch is pleased to announce the appointment of Lindsey Sutherland as its new Chief Technology Officer. Sutherland brings…
Liliana
Love0
blog
29 February 2024

How to gain a competitive advantage in UCaaS

How to gain a competitive advantage in UCaaS Recently, Simon Blackell, our CMO, sat down with Comms Dealer to discuss his insights on achieving lasting success in the UCaaS industry…
Liliana
Love0
View more of our blogs

Request a demo

Call us: 033 0122 7000     Email us: [email protected]