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.
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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.

Omnichannel customer experience

Deliver excellent customer experience by centralising voice, email, web, and social media interactions, with intelligent routing to ensure calls reach the right agent first time, every time.

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.

Meet your customers where they are

Our omnichannel customer experience platform, 3Sixty, is a trusted solution for more complex contact centre requirements, or for any business utilising multiple communication channels.
Centralise all customer communications including phone, email, web chats, contact forms, social media, and WhatsApp Business, including powerful automations and third-party integrations with an array of business SaaS tools.

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
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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.

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Omnichannel made simple, with voice, email, web-chat, social media, WhatsApp Business, and more, centralised to a single screen, with seamless third party integrations and ticketing.

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

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Latest from our blog

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26 January 2023

TelcoSwitch Appoints Matt Mansell as CEO

Renowned SaaS entrepreneur joins following acquisition of Yay.com Unified communications software vendor, TelcoSwitch has appointed Matt Mansell as its new Chief Executive Officer. Mansell takes over from former CEO Russell…
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23 January 2023

Everything you need to know about call recording

For many communication-based industries, call recording has become an integral feature, with its suite of powerful tools enabling voice analytics, AI driven insights, and of course, the ability to capture…
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20 January 2023

3 ways AI has transformed contact centres

AI technology is getting better and more reliable every day.   Last year, around 29.5% of the telecommunications sector adopted some form of AI, making telecoms vendors among the highest adopters…
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Call us: 033 0122 7000     Email us: [email protected]