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Transform the financial customer experience with contact center solutions.

All-inclusive cloud-based phone and contact center solutions meeting regulatory compliance for banks, credit unions, brokerage firms and mortgage companies.

Casual businessman on the phone

Leverage our cloud expertise so you can focus on what matters most: your customers.

As a national leader in all-inclusive cloud-based phone and contact center solutions for banks, credit unions, brokerage firms, mortgage companies and the like, UniVoIP understands the unique communication needs of the financial services industry. Delivering fully scalable solutions that integrate and unify to deliver a customer-centric experience, financial institutions are quickly migrating to UniVoIP.

Secure and encrypted meeting regulatory compliance

Disaster Avoidance and Geo Redundancy

Improve cost, time and resource savings

Customer-centric culture with multimedia technology

Mobile friendly collaborative applications supporting BYOD

Integration with Jack Henry products and more

Powerful analytics to improve staff performance and service

Call recording and archiving

Fully scalable, connecting one or many sites

99% uptime guarantee with a powerful SLA

The Highest Level Of Data Security And Compliance

Trust that your discussions with consumers, as well as team members, remain secure and private with our financial service solutions for financial organizations. We encrypt all voice packets — from both remote and on-site phones — using SRTP with 128-bit AES encryption. SRTP is compliant with both the federal standards for FIPS 140-2 Certified Encryption and the Department of Defense’s PKI Digital Certificate.

Encryption of all signaling and voice traffic on phones is provided at no additional cost.

Business Intelligence with Data / CRM Integration

With a fully integrated business VoIP system, staff, agents and supervisors can do more when they are on a call with a customer. When a call comes in, WebConnect, a VoIP-based software that integrates with CRM, ERP and Social Media platforms to empower conversation intelligence, can automatically pull up the caller’s information on the screen. This allows the employee to collect information, provide a more personal service, and to save important data for future interaction intelligence.

UniVoIP offers a variety of custom financial service integrations with favorite applications including Salesforce, Fiserv, Jack Henry, Symitar and more to power business process and focus on automation, simplification and enhancement.

Chris Edmonds

Carlos from customer support was very very helpful and kind to me. I’m not the most “tech savvy” and Carlos never made me feel inadequate. :) He was so professional. Loved him. He knows the system and was very interested in helping me.

How Financial Institutions are Redefining Member Engagement with Cloud Communications

In this exclusive member-focused roundtable format, that brings in some of today’s most expert minds in cloud communications for financial institutions, we dive deeply into the “why” to discuss and debate the most critical reasons behind the major shift.

Multimedia Contact Center Technology Boosts Customer Experience

Manage expectations, address and deliver on customer’s inquiries and ensure optimal agent productivity with customer profiling, Interactive Voice Response, screen recording, enterprise presence and real-time analytical reporting to improve Key Performance Indicators. Empower your customers by offering them multiple communication mediums such as voice, email, web chat, fax, social media and self-service options while efficiently maintaining service levels across all media.

Your Customers Deserve Quality Interactions

Call quality is absolutely necessary for all bank interactions. Poor call quality and inefficient calling capacity can deter clients from seeking the bank’s services. When the bank has a morning meeting over a long-distance conference call, all participants can call in and receive a crystal-clear signal. Better calling quality and calling capacity improves bank efficiency.

Call quality is essential when employees do business away from the bank. A user can log into their dedicated phone line at the office, on a business trip, or when working from home. This feature allows users to do more remotely and work with a wider variety of clientele when they are not in the office. The number the call recipient views on the other line is the number for the bank.

Small Business VoIP Communication

Promote Collaboration & Mobility Regardless Of Location

The OfficeConnect Unified Communications (UC) Client is available on desktop PC and mobile application for BlackBerry, Apple iPhone and iPad, and Google Android devices.


Users can remain authentic and visible to others through real-time presence. Presence states can provide information about a user’s ability or willingness to communicate as well as the preferred communications mode.

Automatically update a user’s status based on the Busy and Out of Office settings in the user’s Microsoft Outlook calendar or provide mobile user the ability to automatically change their presence status and calling preferences based on location information (determined by the user’s GPS or proximity to particular Bluetooth devices).

Success Stories

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The COVID-19 Pandemic is Forcing a Digital Transformation

With most business professionals in the United States now working remotely, we’re seeing just how critical digital transformation is. Many businesses that were operating with antiquated technology or a basic communications strategy, are now scrambling to provide their staff with the necessary tools and resources needed to stay productive at home.