Secure, compliant communications for financial institutions
Equip your advisory teams, retail branches, and contact centers with automated call recording, encrypted messaging, and instant fraud alerts built directly into your workflow.
Call compliance recording
Automated audio retention configured for FINRA, SEC, and MiFID II compliance policies.
Secure contact center
Multi-channel agent routing with end-to-end encryption and PCI-compliant payment masking.
Fraud alert notifications
High-throughput, verified SMS and automated voice dispatch for immediate suspicious transaction warnings.
Secure, compliant, discovery-ready communications
Reliable, secure communication is critical when financial institutions cannot afford dropped member calls, corrupted transaction logs, or compromised voice trunks.
Why proactive line security and failover matter today
Recent institutional breaches and downtime cases prove that standard VoIP configurations leave blind spots. Resilient telecom design prevents line takeovers, loss of member trust, and massive compliance fines.
Major bank core infrastructure outage
Locked thousands of members out of web and phone banking for over 36 hours.
Targeted vishing and caller ID spoofing
Coordinated ring impersonated fraud agents to extract verification PINs.
Executive caller impersonation attack
Led to nearly $1 million diverted via fraudulent outbound wire transfers.
Fraud-Pattern Monitoring
Continuously monitors calling patterns, registrations, and provisioning requests, automatically identifying and blocking suspicious activity before accounts or trunk lines are breached.
Emergency Number Forwarding (ENF)
Automatically reroutes inbound calls if a primary destination becomes unavailable during network disruptions, power outages, or site-level incidents, maintaining branch survivability.
AI Connect
24/7 conversational AI handles routine member inquiries and deflects contact center volume, intelligently routing calls and escalating to live tier-one agents whenever risk is detected.
SPARK
Protects mission-critical and life-safety lines—including elevator phones, fire panels, security stations, and blue-light terminals—ensuring code compliance as legacy copper lines retire.
Audit-Ready Discovery
Centralizes encrypted voice, messaging, and virtual fax with organized conversation histories and verifiable audit trails that satisfy strict FINRA, SEC, and regulatory discovery requests.
Audit your voice topology
Verify branch survivability, secure Teams integration, and compliance standards across all your institutional locations.
AI Connect: 24/7 conversational AI for financial institutions
AI Connect handles routine member and client inquiries around the clock, intelligently routes and deflects contact center volume, and escalates any flagged or risky call to a live tier-one agent immediately, all within a compliant, audited environment (FINRA/SEC-ready).
24/7 availability
Always-on conversational deflection for after-hours balance checks and wire inquiries.
Native Microsoft Teams integration
Operates directly within your existing Teams telephony, SIP trunks, and call queues.
Fraud-aware escalation to live agents
Contextual sentiment and risk detection passes transcripts instantly to tier-one specialists.
Audit-ready call logging
Complete cryptographically verifiable call recordings and transcripts ready for FINRA/SEC audit.
Purpose-built platforms, proven in the field
Leading platforms keep financial institutions reliably connected, secure, and compliant across every branch and advisory team.
Unified voice, SMS, and fax across every branch, with automated monitoring that detects and blocks suspicious calling and provisioning activity before it reaches customers.
Native voice and secure client collaboration built directly into Microsoft Teams, keeping wealth advisors and branch staff connected without leaving their existing workflow.
Enterprise-grade cloud calling for institutions standardized on Cisco, delivering compliant call handling and reliable branch-to-branch connectivity.
Dependable voice for branch offices and remote advisory teams, with instant failover so customer calls are never dropped during an outage.
What financial institutions say
Banks and credit unions rely on secure, compliant communications across branches and advisory teams.
"UC Connect consolidated our branch voice lines, client messaging, and secure e-fax into one audited system. When its fraud-pattern monitoring flagged unusual after-hours routing anomalies, our team contained the incident before account balances were impacted."
"Teams Connect solved the friction between stringent compliance rules and advisor productivity. Our wealth advisors communicate with members directly inside Microsoft Teams, while our archiving systems capture every call and record automatically."
"Migrating twenty-four retail locations to Cisco Webex Calling sounded daunting, but the cutover delivered zero downtime across our teller counters and advisory desks. Audio fidelity and continuous compliance recording have been rock solid."
Financial communications insights
Compliance-first strategies, infrastructure savings, and cloud telephony architectures built for modern banks, credit unions, and wealth management firms.