Industries / Financial Services

UC Pro for Financial Services

With UC Pro's secure, compliant, and versatile communications and collaboration tools, your firm can now deliver a greater client experience from wherever.

How UC Pro powers every part of your financial services operation

Click any area below to learn how UC Pro supports that part of your business.

Create Amazing Client Experiences
Support Wherever Workers
Reduce Compliance Headaches
Faster Access to Service
Self-Service Options
Speedy Interactions
Proactive Client Engagement
SSAE 16 Type II Audits

Key capabilities for Financial Services

  • Create Amazing Client Experiences
  • Support Wherever Workers
  • Reduce Compliance Headaches
  • Faster Access to Service
  • Self-Service Options
  • Speedy Interactions
  • Proactive Client Engagement
  • SSAE 16 Type II Audits

Features used most in Financial Services

AI Call Recap

AI Call Recap automatically analyzes your recorded calls and delivers a complete post-call package - transcription, sentiment, topic breakdown, and summary.

Audio Transcriptions and Voicemail Management

Receive instant transcriptions of voicemail, video, and customer call recordings. Also manage voicemails with flexibility and ease. Listen to, organize, and share transcribed messages directly from th

Auto Attendant

Configure a custom Auto Attendant to handle incoming calls with menu and routing options. Customize details like name, extension, phone number, and call transfer settings. Auto Attendants efficiently

Custom Hold Music & Greetings

Upload your desired audio files and record your own greetings that will be played for a caller per designated location when placed on hold or when sending a caller to voicemail.

Direct Inbound Dialing (DID)

Enable direct dialing on a specific line to bypass the auto attendant. A 10-digit phone number is required. Assigned DIDs streamline calls, ensuring efficient routing to the intended recipient.

Call Flip

You can continue an active call with Call Flip on both the UC Pro Desktop and Mobile app as well as other supported IP desk phones.

Conference Bridge

Conference Bridges can be configured in UC Pro in the forms of “Always on” or “Scheduled”. Details such as type, name, extension, phone number, plan, PIN and location can be created as well.

Hunt Groups

Hunt Groups both Basic and Advanced can be customized with UC Pro and routed via Call Forwarding. Agents can log in and out of these groups via the desktop and mobile app.

Softphone (within UC Pro Desktop App)

Use the desktop application to place and receive calls or as a call controller for your associated desk phone or as a soft phone from your PC or Mac®