Cloud Phone Systems for Financial Planning Firms

A cloud phone system offers a powerful and highly customizable communications platform. Financial planning and financial services firms can use this technology to enhance phone communications and keep employees connected to the office when meeting with clients at their homes or offices. For example:

• Equip your staff with a softphone app on their computers or laptops, and they can use it to make/receive calls, IM each other, and more, wherever they find themselves working.
• Reduce abandoned calls by using business hour rules. Send after-hours calls to a voicemail box, third party answering service, or external phone number.
• Host free video calls with clients for times when you can't meet face-to-face.

In the guide, you will also find our business phone recommendations, from entry-level models to cordless devices. Download your copy now and learn how you can better serve your clients with a cloud phone system!