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Cloud Communication Systems for Financial Services

Digital interactions have surged in popularity, transforming industries—including financial services. Whether your business is insurance, mortgage lending, banking, or a credit union, recent years have likely pushed your operations to go digital rapidly, revealing gaps in your technology and security.

What may have initially seemed like a challenge has turned into an opportunity as you accelerate digitization. For financial institutions, the goal now is to improve both customer and employee engagement through cloud communication and collaboration tools.

720-817-6222

Enhance Customer Experience

Unified communication platform devices

Elevate offers a cloud-based communication platform that lets customers reach whoever they need at your company, anytime and anywhere. Financial institutions can improve service consistency by integrating voice, chat, SMS, and email into a seamless omnichannel experience. Customers can easily engage across multiple channels, with customizable call flows and real-time insights driving more efficient interactions.

Key Features:

  • Omnichannel Support: Voice, chat, email, and SMS combined for a streamlined customer experience.
  • Dynamic Notifications: Send outbound voice, SMS, and email notifications to engage with customers through their preferred communication method.
  • Interactive Voice Response (IVR): Help customers self-serve for basic tasks like checking balances, making payments, or retrieving statements, saving valuable agent time.
  • Speedy Interactions: Real-time insights and historical reporting help agents resolve issues faster, providing more informed responses.

Empower Employee Mobility

Mobile app communication features

In today's hybrid work environment, employees need flexibility. Whether working from home, in transit, or at the office, Elevate integrates desktop phones, mobile phones, and computers into one solution. This enables consistent customer communication across channels, regardless of where your staff is working. Whether in the office or on the go, employees can seamlessly switch between calls, video conferencing, and messaging while maintaining the same business phone number.

Key Features:

  • Consistent Communication: Employees can call from any device, and customers will see the same business phone number, ensuring a professional experience.
  • Video Conferencing: Staff can participate in video meetings from any device, enhancing remote collaboration.
  • Easy-to-Use Messaging: Chat messages sync automatically across desktop and mobile apps, keeping teams connected no matter where they work.
  • Speedy Interactions: Real-time insights and historical reporting help agents resolve issues faster, providing more informed responses.

Security & Compliance for Financial Institutions

Financial services face strict compliance requirements, from Dodd-Frank to SOC 2 and GDPR. Elevate offers a cloud-native communication platform with robust security features, including encryption for files and voicemails, secure meetings, and archived communications for auditing purposes. With Elevate’s security and privacy controls, your financial institution can manage risk and maintain compliance across a wide range of regulations, ensuring sensitive customer data is protected at all times.

Secure Data

Files and voicemails are encrypted both at rest and in transit, and data is backed up securely.

Secure Meetings

Lock virtual conferences after participants have joined to prevent unwanted attendees.

Regulatory Compliance

Elevate supports compliance with industry regulations like FINRA, GDPR, HIPAA, and Sarbanes-Oxley, making audits easier with archived communications.

Data Retention

Automatically capture and retain communications for as long as needed, with retention options of up to 10 years.

Scalable Solutions for Growing Needs

As your financial institution grows, Elevate scales with you. Whether you’re adding more team members, integrating more branches, or handling increased customer inquiries, Elevate’s cloud-based infrastructure adapts to your specific needs without requiring costly hardware investments. The platform is designed for scalability, from small credit unions to large bank networks, allowing your communications system to expand as your operations do.

Key Benefits:

  • Customizable Growth: Easily scale communications systems as you grow without the need for significant hardware.
  • Cost-Effective: Cloud-based infrastructure provides a scalable, affordable solution for growing financial institutions.
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Why Choose Easier Communications?

Easier Communications delivers tailored communication solutions for financial services with a focus on security, compliance, and efficiency. Our platform, Elevate, provides seamless integration, advanced protection, and robust support, ensuring your communication systems meet stringent industry standards. However, the following factors make us unique:

  • Over 25 years of Experience
  • Quality Equipment & Competitive Rates
  • Locally Owned and Operated
  • 24/7 Tech Support
  • White Glove Service
  • 62,000+ phones installed

Upgrade Your Communication Strategy with Elevate

Looking to boost the security and efficiency of your financial institution in anywhere across the United States? Elevate offers a top-tier communication platform that provides security, compliance, and efficiency for the financial sector, safeguarding sensitive data and client interactions. We also offer tailored solutions for healthcare, legal, local governments, dental practices, automotive, and small industries. Contact Easier Communications today to discover how our platform can enhance your communication needs across any sector.

720-817-6222

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