Keeping customer information protected and confidential is integral to the finance industry. For this reason, you need a telephony system that you can trust to keep data secure and help you to provide a professional service to your customers regardless of whether you are working at home, in the office or visiting a client.
Absorbing and processing every detail when on a call with a client takes time and having the chance to go back and listen to that call multiple times can assist you in capturing essential information.
FutureTel’s call recording feature not only enables you to go back and revisit calls where required, but also has an integrated stop/start function so you can choose to capture certain parts of the call or omit confidential information that you do not wish to store.
This is vital for staying in line with GDPR and means that your clients can trust you to keep their data secure. Call recording is also handy when it comes to disputes, as you can find details that may have been misinterpreted or miscommunicated along the way.
The financial sector covers multiple specialist industries where conference calling is required. By ensuring you have a smooth and efficient conference calling service in place, you can hold large meetings remotely with clients and other companies in far away locations, so that you never miss important conversations and make the most efficient use of your time.
FutureTel’s conference calling services provide high quality calls from any device so you can even join important meetings when you are on-the-go.
FutureTel’s on hold marketing feature offers a great solution to busy call periods, keeping your callers engaged whilst waiting to be connected and enabling you to provide essential information about your products and services while they wait.
By recording sales messaging or selecting hold music to play to your waiting clients, you can ensure that they’re entertained up until the moment that they speak to you whilst also utilising a prime upselling opportunity. If you need help deciding on your on hold marketing approach, we can assist you with this, and will ensure that all messaging is in line with your brand guidelines.