The #1 Phone Solution
for Financial Services Companies
Cloud calling offers financial services several benefits: improved scalability for handling high call volumes, enhanced security for sensitive client information, cost savings on infrastructure, and seamless integration with other cloud-based applications for streamlined operations.
Here are the benefits of VoIP telephony for The Financial Services Industry:
Enhanced Data Protection (GDPR Compliant)
7 year data storage
Call Routing and IVR
Detailed call and contact records
Improved call routing to the relevant agentV
High Quality Calls
Advanced analytics
Call identification based on the source
Fully Flexible Business Phone System
Powerful Features
50+ business-oriented features to empower your team.
7 Years Retention Policy
Ensuring the secure storage of important data while complying with legal and regulatory requirements. While remaining GDPR Compliant.
Data Analytics
Utilize insightful data gathered from your call center to make informed decisions. By leveraging complex statistics and real-time call monitoring, you can identify areas for improvement in team efficiency, recognize top performers, and optimize cost management.
Interactive Voice Response (IVR)
Benefiting financial services companies by automating customer interactions, providing self-service options, improving call routing efficiency, and enhancing overall customer experience and satisfaction.
New Eureka SL Integrations
Integrate your New Eureka SL account with dozens of business apps and use your call data to grow your business.
We offer 100’s of integrations to streamline communication and collaboration within your organisation. These integrations enable users to synchronise their phone system with their CRM, help desk, or other business tools, making it easier to manage communications and customer interactions more efficiently. For a full list of integrations please contact our sales team for a free product demo.
Connected to your Business Tools
Contact sales for a full list of Integrations
Intercom
Odoo CRM
Keap
Image MS Teams
Activecampaign
OnepageCRM
Freshdesk
Slack
Zapier
Bullhorn
Gong
GoHighLevel
Hubspot
Salesforce
Zoho
Zendesk
Some of the Features we have available
Contact sales for a full list of Integrations
Productivity
Empower your team with modern VoIP features for enhanced support, improved call handling, and increased group productivity.
Call Tags
Use call tags to classify your calls by type and easily identify them in your call log.
Call Tags and Call Notes
Add notes to every call, during or after your conversation, to save important negotiation details.
Call Waiting
Receive notifications for incoming calls while engaging with another caller.
Caller ID Screen Pop
Instantly access caller records from your internal system on pickup. Deliver faster phone service and uncover upselling opportunities with Caller ID Screen Pop.
Click to Call
Click-to-call is a feature that allows potential customers to instantly connect with your business by simply clicking a button, streamlining communication and speeding up the sales process.
Custom Call ID
Automatically match your caller ID to the outbound call’s destination country so your international clients receive a local phone call.
Desktop Notification
Receive incoming call alerts on your desktop and quickly connect to callers by simply clicking on the pop-up notification.
DND
Redirect calls, silence notifications: New Eureka SL DND feature keeps you undisturbed.
Individual Voicemail
Make a lasting impression with Personalised Voicemail Greetings to enhance the overall caller experience
Collaboration
Reap the rewards of a collaborative phone system that enables your staff can work as a single, well-organised team.
Call Conferencing Room
Provide your clients with a security code, unique number, or free access to your customizable Call Conference Room.
Group Voicemail Box
Team access to a list of voicemail recordings that can be played directly from the User Portal.
Call pickup
When you receive an incoming call, dial 9 and quickly connect to the caller on your extension.
Distinctive Ringtones
Set custom ringtones for internal and external calls so you can easily differentiate between a staff member and client’s calls.
Call Group
Call groups allow incoming calls to be distributed to all members simultaneously, building collaboration and prompt customer assistance.
Shared Contacts
Simplify communication, ensure up-to-date contact details, categorise contacts, and streamline workflows for enhanced collaboration, customer service, and communication efficiency within organisations.
Automation
Using our premium VoIP features, you can easily streamline your call flows and automate daily tasks.
Auto attendant/Call greeting
Automatically greet and transfer callers to an extension without an operator or receptionist.
Auto Dialer
Unlock Seamless Lead Management with New Eureka SL Auto dialer from your list of phone numbers and Supercharge Your Sales Calls
Automated Caller ID
Our system automatically selects the correct caller ID from your list of geographic numbers to match the country you are calling.
Call Backup
During a power outage or downtime, our system will automatically divert all incoming calls to another location or mobile number to ensure business continuity.
Call Forward to Mobile
During closing hours, choose to forward callers to the duty manager’s mobile or a separate office in a different time-zone.
Call Recording
Save time and never miss important information with our Automated Call Recording. Whether it is an inbound or outbound call, your conversations will be saved.
