Cloud Phone & Contact Center Solutions for Financial Organizations

Seamlessly integrate your phones system with existing applications, reduce costs, improve efficiency, and deliver a better customer experience

Or call an expert now: 1 855-UNIVOIP

Leverage our cloud expertise to focus on what matters most to you: 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.

  • 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

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 integrations with favorite applications including Salesforce, Fiserv, Jack Henry, Symitar and more to power business process and focus on automation, simplification and enhancement.


We have deployed UniVoIP’s Omni-Channel contact center, a modern, simple and member-centric communication infrastructure that introduces new analytics to measure and improve how we communicate with and serve our customers.

Sandra Groover | Edwards FCU CAOk


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.


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 customer interaction 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 Mitel phones is provided at no additional cost.

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.


We are now able to provide our customers with a modern banking experience that best represents the quality of service we aim to provide them. Now, our bank as a whole, looks like a much more reliable place to do business because of UnIVoIP.

Edgar Garrobo | Vice President of Information Technology | American Business Bank


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).

Mobility Solutions

Featured Mobility, Collaboration, and Business Intelligence Tools

UniVoIP App

Uninhibited business communication through mobile and desktop interfaces.



Integrates with CRM, ERP and Social Media platforms to empower conversation.



Connect, collaborate and communicate across blended environments.



Extend MiCollab with MiTeam Collaboration Software for blended environments.

Success Stories

Mozaic, LLC

Mozaic, LLC

Mozaic, LLC is an independent, privately owned firm that focuses on wealth management, family office and corporate advisory services. Clients are high net worth individuals, foundations and corporations. Mozaic’s wealth management and family office platform provides highly customized and personalized solutions.

Christy White Associates

Christy White Associates

Christy White Associates provides exceptional audit and assurance services for school districts, charter schools, non profits, governmental agencies, small businesses and HOAs. An Audit Partner and staff is assigned to engagements that are trained specialists in the industry and freely share best practices on accounting topics, how to improve internal controls and maintain compliance.

American Business Bank

American Business Bank

American Business Bank (ABB) was established in 1997 by a small group of highly experienced and influential bankers frustrated by the practices of mega-corporate banking, especially relating to middle market companies.

CapinCrouse LLP

CapinCrouse LLP

CapinCrouse LLP is a national accounting firm specifically focusing on reaching faith-based non-profits and offering expanded accounting, tax, compliance, and consulting services.This has been the CapinCrouse focus since 1972, when the firm was founded by Dick Capin.

Bellwether Asset Management

Bellwether Asset Management

Bellwether Asset Management (BWAM) assists in the monitoring and analysis of investments representing more than $6 billion of invested equity across a wide range of real estate-related assets across the United States, Europe and Asia.

Want to learn more?

Schedule a live tour of our solution and online portal. Our solution is ideal and cost effective for SMB of 10+employees as well as Large enterprises.

What to expect:

We listen, address, demonstrate our solution and solve for your needs keeping your budget in mind.

Receive the expertise you deserve

A one-on-one customized consultative approach to solve for your challenges

Free assessment of your existing communication infrastructure

Overview of all OfficeConnect features and functionalities

Custom designed solution to fit your budget

Note: We deliver this demo live in a very simple screen sharing environment.

Get a personalized demo

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