Industry solutions

Secure phone systems for financial services

Your clients expect confidential professional communication. Callifi builds phone systems for banks, accounting firms, insurance agencies, and wealth managers β€” with call recording for compliance, CRM integration, encrypted communications, and the reliability your compliance team demands. On-site support across the NYC tri-state area.

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πŸ“žΒ Β Call (212) 423-1234

What financial firms need from a phone system

Record calls for regulatory compliance, dispute resolution, and training β€” recordings are encrypted, searchable, and stored with configurable retention policies to meet SEC, FINRA, and state-level requirements. Click-to-call from Salesforce, HubSpot, or your financial CRM with screen pops showing client info when they call in and every call logged automatically. Voice calls, voicemail, and fax are encrypted end-to-end with SOC 2 compliance so client conversations stay confidential. Connect multiple offices under one phone system with seamless transfers between branches and one main number with intelligent routing. Financial advisors on the go take client calls from their mobile phone using the office caller ID β€” clients see the firm's number, not a personal cell. Tax documents, contracts, and client forms faxed securely from email via CalliFax with no physical machine needed.

Frequently asked questions

Can my advisors take business calls on their personal phones?
Yes. Callifi offers encrypted call recording with configurable retention policies. Recordings are searchable and access-controlled. This helps meet SEC, FINRA, and state-level regulatory requirements for financial firms. Consult your compliance team on specific requirements for your firm.
What CRM systems does Callifi integrate with?
Yes. The Callifi mobile app lets advisors make and receive calls from their personal phone using the firm's caller ID. Clients see the office number. Calls are logged and recorded like any office call. When an advisor leaves the firm, the number stays with the company.
How does multi-branch connectivity work?
Salesforce, HubSpot, Zoho CRM, Zendesk, Freshdesk, Microsoft 365, Google Workspace, amoCRM, Clio, and more. Click-to-call, screen pops, and automatic call logging are included with all supported integrations.
Can I fax securely without a fax machine?
All your offices share one hosted phone system. Calls transfer between branches seamlessly with one-touch extension dialing. You publish one main number β€” calls route to the right location based on the caller's selection or your routing rules. Adding a new branch is as simple as plugging in phones.

Ready to upgrade your phone system?

Tell us about your business and we'll design a phone system tailored to your industry.

Get a Free Assessment

Or call (212) 423-1234 Β· get@callifi.com

Other industries we serve

Healthcare Financial services Government Manufacturing Real estate Schools All industries β†’