Versature Solution for Financial Services Firms

Versature’s hosted business phone service delivers efficient, reliable, and feature-filled communications to support the demands of the highly regulated Financial Services industry.

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Versature Solutions for the Financial Services Industry

Financial Services organizations operate in a highly regulated industry delivering a broad range of economic services ranging from banking, credit card, insurance, accounting, investment and wealth management, and more.

The Features You Need

Versature provides financial professionals with a unified communications experience that leverages desk phone, computer, and mobile devices to provide the flexibility to work while on the road, at a client site or in the office. Many financial services clients use our Fax to Email feature to receive and convert hard copy documents into digital email delivery for easy organization and traceability.

Always Accessible

Toll-free access, unlimited Canada and U.S. long distance and attractive international rates provide financial services companies with cost-effective ways to stay connected with their clients. These valuable features combined with an Advanced Auto Attendant to provide call routing options in both official languages ensure Versature financial services customers receive the best business phone solution to provide their customers with a stellar user experience.

Contact us to learn more! 

1-844-239-4791

Financial Services Solution Features

In addition to core Versature functionality, Financial Services solutions leverage these key features.
Financial Services Solution Features
Unlimited Canada & US Long Distance

Don’t worry about hefty long distance charges with Versature. Unlimited Canada and U.S. calling comes standard in Versature Professional and Enterprise plans!

Financial Services Solution Features
Toll-Free

Provide your callers with a toll-free number so they can connect to you without any cost to them.

Financial Services Solution Features
Fax to Email

Receive your faxes as PDF attachments in your inbox. PDF files can be emailed to one mailbox or multiple mailboxes.

Financial Services Solution Features
Voicemail to Email and Scribe – Voicemail Transcriptions

Voicemail messages are transcribed and delivered directly to your email inbox as a message so you can “read” your voicemail and listen to the .wav file attachments (also known as Visual Voicemail).

Financial Services Solution Features
Advanced Auto Attendant

A digital reception represents your business when you’re not available; Versature allows you to present your callers with an automated voice to help direct their call to the right person or department. Advanced auto attendants can be multilingual, include a dial by name and music-on-hold features.

Financial Services Solution Features
International Long Distance

Don’t worry about hefty long distance charges with Versature with our competitive rates. Unlimited Canada and U.S. calling comes standard in Versature Professional and Enterprise plans!

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