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Unified Voice for Financial Services

Secure, Scalable, and Intelligent VoIP Solutions for the Financial Sector

Empower your banking, insurance, and investment teams with secure, AI-powered communication tools that enhance customer experience, compliance, and collaboration.

Trusted by Leading Financial Institutions in India

 Thousands of banks, NBFCs, and financial consultancies rely on Unified Voice’s cloud communication systems daily:

ensuring reliability
security
regulatory compliance
Reasons to choose UCaaS solutions for business communication

Why Leading Financial Organizations Choose Unified Voice

Seamless Site Communication

Across Branches Connect employees and departments across multiple branches or regions through a unified, secure VoIP platform that supports voice, video, chat, and file sharing — all in one dashboard.

Effortless Client Engagement

Deliver personalized client communication with toll-free numbers, intelligent call routing, and AI-powered virtual receptionists — ensuring every customer connects with the right expert at the right time.

Streamlined Financial Operations

Simplify inter-department communication, handle client calls faster, and improve productivity with call recording, forwarding, and AI-based analytics.

AI-Powered Insights

Enable smarter decision-making with AI-driven call summaries, conversation intelligence, and speech analytics — ensuring compliance and improved customer satisfaction

One Secure, Compliant Platform for Every Financial Team

Toll-Free Number Service with Intelligent Call Routing for Businesses
Business Phone

Empower teams with reliable, AI-enhanced VoIP calling and virtual number systems that ensure uninterrupted client communication. Ideal for banks, NBFCs, and financial consultancies.

Toll-Free Number Service with Call Analytics for Businesses
Call Recording Service

Record, store, and analyze conversations securely to support RBI, SEBI, and data privacy compliance

Virtual Receptionist Support for Businesses with Message Taking
SMS Services

Complement your communication strategy with reliable enterprise SMS solutions integrated into your VoIP platform.

Video Calling Feature in VoIP Mobile App for Businesses
Video Conferencing

Enable productive remote collaboration with HD video meetings, screen sharing, and instant chat.

Call Forwarding Service with Remote Activation feature for Businesses
VoIP Mobile App

Stay connected anywhere with mobile app support, ensuring mobility and efficiency for your financial teams

Call Forwarding Service with Selective Call Forwarding feature for Businesses
Virtual Receptionist Support

Automate client handling and maintain 24/7 response capability with custom IVR and AI receptionist solutions.

Unified Voice for Financial Customers

Deliver Exceptional Omnichannel Experiences

Intelligent Call Routing

Automatically connect clients to the right advisor

Resolve Issues Faster

Provide agents with real-time guidance and access to previous communication history

AI-Powered Personalization

Gain customer insights through call analytics, transcriptions, and sentiment tracking

Team Collaboration Tools (Microsoft Teams, Slack)

Unified Voice VoIP Products for Financial Businesses

Unified Voice VoIP Platform

Advanced VoIP technology delivering crystal-clear communication and reliable connectivity for banking and financial operations

Unified AI

Seamless audio conferencing solutions for productive meetings and collaboration across departments

Unified eSMS

Enterprise messaging made effortless for customer notifications, reminders, and alerts.

IP PBX

Modern telephony systems combining innovation and reliability for growing financial institutions

VoIP Calling Devices

Smart SIP phones, headsets, and conferencing tools to enhance your communication infrastructure.

AI Features Automotive Teams Love

AI Receptionist

Answer calls 24/7, route urgent client or site inquiries, and schedule appointments instantly.

Conversation Insights

Track team communication quality, project updates, and vendor interactions.

Instant Summaries

Auto-generate notes for meetings, calls, and project discussions

AI Message Writer

Draft professional messages for clients, vendors, and internal teams quickly.

Product Spotlight

Secure, Scalable, and Intelligent VoIP Solutions for the Financial Sector

Smarter Conversations with AI-Powered Call Intelligence

Industries We Serve

Banks & Credit Unions

Manage inbound/outbound calls securely

NBFCs & Microfinance

Simplify customer follow-ups and documentation

Investment & Wealth Firms

Build stronger client relationships through secure conversations

Insurance Firms

Improve claim support and renewal reminders.

Real Estate Finance

Streamline property financing calls and client queries

Integrate Seamlessly with Financial Tools

Unified Voice works with

Salesforce, Zoho CRM

Freshdesk, Microsoft Teams

HubSpot

Team Collaboration Tools (Microsoft Teams, Slack)

Industry Trends

security and efficiency
70% of financial firms in India are shifting to AI-powered VoIP systems for security and efficiency.
secure communication
40% of clients say instant, secure communication influences their choice of financial service provider.
Fast Service Response
90% of institutions report faster response times after adopting unified communication solutions.

Stay Secure & Compliant

Unified Voice ensures enterprise-grade security with end-to-end encryption, multi-factor authentication, and data localization policies — meeting all financial industry regulatory standards.

Customer Success Story

See what our happy customers say. Find out why people choose Unified Voice Communication for reliable support and tailored VoIP plans in India. Your happiness, straight from those we’ve helped.

With Unified Voice, we streamlined our dealership communications, reduced missed calls, and improved customer satisfaction. The AI receptionist and call analytics have transformed how we handle service and sales operations

Operations Manager Leading Multi-Brand Dealership
Get 24/7 VoIP support from India’s leading service provider

Switch Your Financial Teams to Unified Voice Today

Transform how your organization communicates and engages with clients — all through one secure, intelligent platform