STAY AHEAD OF THE CURVE WITH A CLOUD-BASED COMMUNICATIONS PLATFORM

UNIVERGE BLUE CLOUD SERVICES for Finance allows firms of any size to connect and collaborate more efficiently with clients and employees for a superior digital experience.

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STAY AHEAD OF THE CURVE WITH A CLOUD-BASED COMMUNICATIONS PLATFORM

UNIVERGE BLUE
Everything as a Service for FINANCIAL SERVICES

UNIVERGE BLUE has everything financial firms need to keep their workforce connected – regardless of location – and provide the next generation of tech-savvy clients a seamless, personalized digital experience. Employees can collaborate on sensitive correspondence with increase privacy control and reach out to clients proactively for significantly improved service.

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Why UNIVERGE BLUE CLOUD SERVICES for Financial Services

INTEGRATED
COMMUNICATIONS

Highly integrated communications and collaboration tools allow employees to work from any location without missing out on critical information and updates.

CENTRALIZED
OPERATIONS

A cloud-based system centralizes information while providing plenty of options for customized configurations to deliver the personalized service clients have come to expect.

DATA SECURITY

Secure data and recovery operations that safeguard and meet regulatory compliance standards without adding budget or compliancy pressures.

SIMPLIFIED,
PREDICTABLE COSTS

With one flat monthly rate that can scale up or down, based on the number of users required, moving to a cloud-based platform like UNIVERGE BLUE makes it easier than ever to plan for the future.


Financial Services Safety and Security Challenges

DELIVER SUPERIOR CUSTOMER SERVICE

  • Send outbound voice, SMS and email notifications so you can contact your clients using their preferred method of communication.
  • Provide clients self-service options for straightforward concerns like checking account balances to keep support staff free to address more urgent issues.
  • Support clients’ expectations of a seamless digital journey from first contact to issue resolution.

MAXIMIZE EMPLOYEE PRODUCTIVITY

  • Support employees working from any location with cloud-based communications.
  • Empower a more flexible, effective, and productive team that communicates anytime, from anywhere, and on any device.
  • Mobile apps let employees access relevant forms, policies, and information faster and more efficiently.

REGULATORY COMPLIANCE AND DATA SECURITY

  • Simplify compliance with Dodd-Frank, FINRA, Sarbanes-Oxley, and more with enhanced security and privacy controls.
  • Complete visibility and control over all phones across all locations, making it easier to manage and service every communication need.
  • Keep data safe at every level of the organization, protecting against malware, viruses, phishing, and hackers.

UNIVERGE BLUE’S SUITE OF APPLICATIONS AND SOLUTIONS DELIVERS A MODERN, DIGITAL-FIRST COMMUNICATIONS PLATFORM THAT:

  • Provides clients self-service options for basic inquiries so employees can focus on more critical tasks
  • Makes it easy to manage risk and adhere to industry standards and regulations
  • Supports a variety of work models from fully remote to hybrid, and everything in between