Phone Systems for the Financial Industry

Business phones suitable for wealth advisors, financial planners, asset managers, accountants and stockbrokers

Home  »  Phone Systems for the Financial Industry

Business Phone Systems for the Financial Industry

Financial services encompass a broad range of businesses that manage money, and therefore, customer service and data protection are at the forefront of the industry’s requirements in a telephone system.

Berry Telecom offers Ericsson-LG phone equipment for small businesses. The systems software offer call recording that is GDPR compliant. All recordings are securely held in an encrypted format, in compliance with Policy Statement 08/1 by the FCA.

Key features of the Ericsson-LG system for businesses in the finance sector

Auto Attendant

A professional auto attendant means callers aren’t kept waiting if reception is busy. Callers can choose the relevant department, streamlining call handling and saving your staff time.   

Call Recording

Capture missed or forgotten details

Perfect for reviewing any information that was given by a client. Whether this is contact details, consent, or a specification of their requirements. Voice recordings can help prevent disputes and legal headaches, and thereby safeguard the reputation of your company.

Improved customer service
Effective as a coaching aid when developing customer service skills within your team. Listening to calls can help develop awareness of tone and approach, highlighting what is done well, or what requires improvement.

Contact Popping

Perfect for existing clients. Have the callers details on screen, before taking an incoming call. Know who you are speaking to, and have all their information in front of you, for seamless and professional call management.

On Hold Music and Marketing

Berry can arrange a bespoke script, coupled with the right music and voice. On hold marketing is a great way to promote your brand, products and services. Guide callers to your website, special offers, or positive reviews of your service.

Financial Industry Case Study - Grange Mortgages

A loyal Berry customer since 2013, Grange Mortgage & Protection Services renewed its contract this year, and updated to a new Ericsson LG system VOIP Phone system, to meet the needs of its expanding business.

Established in 2005, Grange Mortgage & Protection Services has grown steadily, and now has 25 staff. As experts offering a wide range of mortgage and insurance options, Grange specialise in mortgages for the new build market, and work alongside many big developers countrywide. Based in Northampton, with some staff being remote working consultants, Grange wanted a business telephone system that would offer seamless communications between colleagues and clients, regardless of where they were in the UK.

Get a phone system quote for your financial services business

Our phone systems are suitable for

Asset management organisations
Wealth advisors
Asset management organisations
Investment companies
Scroll to Top